2023 Form 5500 filing — Iron Workers District Council Of Tennessee Valley And Vicinity Annuity Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241013111506NAL0014021971003) for Iron Workers District Council Of Tennessee Valley And Vicinity Annuity Plan, reported by Iron Workers District Council Of Tn & Vicinity Annuity Plan under EIN 62-1747853 and plan number 002. It reports 4,222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013111506NAL0014021971003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iron Workers District Council Of Tn & Vicinity Annuity Plan
- EIN
- 62-1747853
- Plan number
- 002
- Location
- Goodlettsville, TN
- Participants
- 4,222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,190,293
- Total liabilities (EOY)
- $180,676
- Net assets (EOY)
- $40,009,617
- Employer contributions
- $5,386,885
- Total income / additions
- $9,516,330
- Benefits paid
- $2,298,335
- Administrative expenses
- $200,329
- Total expenses
- $2,498,664
- Net increase / (decrease)
- $7,017,666
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators | NONE | $65,443 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $29,228 | not reported in the loaded dataset |
| Stranch, Jennings & Garvey Pllc | NONE | $20,968 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor Cpas | NONE | $13,800 | not reported in the loaded dataset |
| The Union Labor Life Insurance Co | NONE | $9,796 | not reported in the loaded dataset |
| Money Market, Mutual & Etfs | NONE | $0 | $0 |