2023 Form 5500 filing — Mo-Kan Iron Workers Annuity 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 20241105093954NAL0007670417003) for Mo-Kan Iron Workers Annuity Fund, reported by Joint Board Of Trustees Mo-Kan Iron Workers Annuity Plan under EIN 43-6130595 and plan number 002. It reports 2,061 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241105093954NAL0007670417003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Mo-Kan Iron Workers Annuity Plan
- EIN
- 43-6130595
- Plan number
- 002
- Location
- Kansas City, MO
- Participants
- 2,061
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $217,412,416
- Net assets (EOY)
- $217,412,416
- Employer contributions
- $14,349,836
- Total income / additions
- $27,588,531
- Benefits paid
- $13,566,304
- Administrative expenses
- $403,651
- Total expenses
- $13,969,955
- Net increase / (decrease)
- $13,618,576
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Servic | NONE | $136,587 | $0 |
| Fiducient Advisors | NONE | $79,500 | not reported in the loaded dataset |
| Construction Benefits Audit Corpora | NONE | $30,231 | not reported in the loaded dataset |
| Wilson-Mcshane Corporation | NONE | $29,402 | not reported in the loaded dataset |
| Anders Minkler Huber Helm Llp | NONE | $21,960 | not reported in the loaded dataset |
| Arnold, Newbold, Sollars & Hollins | NONE | $20,176 | not reported in the loaded dataset |
| The Segal Company | NONE | $8,498 | not reported in the loaded dataset |