2023 Form 5500 filing — Iron Workers District Council Of Tn Valley & Vicinity Welfare 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 20241013121506NAL0043689616001) for Iron Workers District Council Of Tn Valley & Vicinity Welfare Plan, reported by Iron Workers District Council Of Tn Valley & Vicinity Welfare Plan under EIN 62-0588259 and plan number 501. It reports 964 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013121506NAL0043689616001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iron Workers District Council Of Tn Valley & Vicinity Welfare Plan
- EIN
- 62-0588259
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 964
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,530,696
- Total liabilities (EOY)
- $1,446,796
- Net assets (EOY)
- $51,083,900
- Employer contributions
- $13,676,728
- Participant contributions
- $50,608
- Total income / additions
- $19,774,208
- Benefits paid
- $7,843,709
- Administrative expenses
- $1,582,219
- Total expenses
- $9,425,928
- Net increase / (decrease)
- $10,348,280
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Healthcare | NONE | $451,599 | not reported in the loaded dataset |
| Southern Benefit Administrators | NONE | $361,500 | not reported in the loaded dataset |
| Stranch, Jennings & Garvey Pllc | NONE | $33,006 | not reported in the loaded dataset |
| The Union Labor Life Insurance Co | NONE | $23,046 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor Cpas | NONE | $22,575 | not reported in the loaded dataset |
| Morgan Stanley Global Banking | NONE | $20,542 | not reported in the loaded dataset |
| Money Market/Mutual Funds/Etf'S | NONE | $0 | $0 |