2023 Form 5500 filing — Texas Iron Workers' Pension 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 20241029150754NAL0002843955001) for Texas Iron Workers' Pension Plan, reported by Board Of Trustees, Texas Iron Workers' Pension Plan under EIN 74-1905198 and plan number 001. It reports 4,582 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241029150754NAL0002843955001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Texas Iron Workers' Pension Plan
- EIN
- 74-1905198
- Plan number
- 001
- Location
- Sugar Land, TX
- Participants
- 4,582
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $262,557,587
- Total liabilities (EOY)
- $121,957
- Net assets (EOY)
- $262,435,630
- Employer contributions
- $8,959,922
- Total income / additions
- $46,666,397
- Benefits paid
- $19,445,876
- Administrative expenses
- $1,518,148
- Total expenses
- $20,964,024
- Net increase / (decrease)
- $25,702,373
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | ADMINISTRATOR | $335,685 | not reported in the loaded dataset |
| Segal Advisors | INVEST. ADVISOR | $240,000 | not reported in the loaded dataset |
| Barrow Hanley | INVEST. MANAGER | $167,514 | not reported in the loaded dataset |
| The Segal Company | ACTUARY | $106,510 | not reported in the loaded dataset |
| Conner & Winters, Lp | ATTORNEY | $94,687 | not reported in the loaded dataset |
| Harper & Pearson Cpa'S | PAYROLL AUDITOR | $59,600 | not reported in the loaded dataset |
| Loomis Sayles | INVEST. MANAGER | $50,982 | not reported in the loaded dataset |
| State Street Global | INVEST. MANAGER | $42,961 | not reported in the loaded dataset |
| Brandywine Global | INVEST. MANAGER | $41,324 | not reported in the loaded dataset |
| Us Bank | CUSTODIAL | $31,923 | not reported in the loaded dataset |
| Edwards And Leathers, P.C. | AUDITOR | $26,000 | not reported in the loaded dataset |
| Chartwell Investment Partners | INVEST. MANAGER | $20,191 | not reported in the loaded dataset |
| Sage Advisory | INVEST. MANAGER | $15,524 | not reported in the loaded dataset |