2023 Form 5500 filing — Mo-Kan Iron Workers Pension Fund
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 20241104102518NAL0004065107001) for Mo-Kan Iron Workers Pension Fund, reported by Joint Board Of Trustees Mo-Kan Iron Workers Pension Plan under EIN 43-6130595 and plan number 001. It reports 1,794 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241104102518NAL0004065107001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Mo-Kan Iron Workers Pension Plan
- EIN
- 43-6130595
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 1,794
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $241,452,815
- Total liabilities (EOY)
- $455,252
- Net assets (EOY)
- $240,997,563
- Employer contributions
- $16,070,111
- Total income / additions
- $28,744,994
- Benefits paid
- $20,556,440
- Administrative expenses
- $883,700
- Total expenses
- $21,440,140
- Net increase / (decrease)
- $7,304,854
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson Mcshane Corporation | NONE | $194,656 | not reported in the loaded dataset |
| Fiducient Advisors | NONE | $104,550 | not reported in the loaded dataset |
| The Segal Company | NONE | $83,644 | not reported in the loaded dataset |
| Commerce Bank | NONE | $74,142 | not reported in the loaded dataset |
| Arnold, Newbold, Sollars & Hollins | NONE | $69,144 | not reported in the loaded dataset |
| Foundry Partners LLC | NONE | $54,178 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $53,213 | not reported in the loaded dataset |
| Construction Benefits Audit Corp | NONE | $35,550 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $32,906 | not reported in the loaded dataset |
| Bmo Harris Bank N.A. | NONE | $31,500 | $0 |
| Ziegler Capital Management, LLC | NONE | $31,060 | not reported in the loaded dataset |
| Anders Minkler Huber Helm Llp | NONE | $25,760 | not reported in the loaded dataset |