2023 Form 5500 filing — Iron Workers District Council Of So Oh & Vicinity Pension Trust
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 20241113120435NAL0017241105001) for Iron Workers District Council Of So Oh & Vicinity Pension Trust, reported by Iron Workers District Council Of Southern Ohio & Vicinity under EIN 31-6038516 and plan number 001. It reports 8,113 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241113120435NAL0017241105001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iron Workers District Council Of Southern Ohio & Vicinity
- EIN
- 31-6038516
- Plan number
- 001
- Location
- Vandalia, OH
- Participants
- 8,113
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,013,070,097
- Total liabilities (EOY)
- $1,618,969
- Net assets (EOY)
- $1,011,451,128
- Employer contributions
- $60,899,335
- Total income / additions
- $153,569,669
- Benefits paid
- $90,030,860
- Administrative expenses
- $2,364,500
- Total expenses
- $92,395,360
- Net increase / (decrease)
- $61,174,309
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Iwdc Of Sw Oh Benefit Trust | RELATED FUND | $536,204 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $253,750 | not reported in the loaded dataset |
| Fidelity Investment Asset Mgmt | NONE | $239,693 | not reported in the loaded dataset |
| Segal Company Midwest | NONE | $201,088 | not reported in the loaded dataset |
| Overmyer Hall Associates | NONE | $194,802 | not reported in the loaded dataset |
| Amalgatrust | NONE | $128,780 | not reported in the loaded dataset |
| Tributary Capital | NONE | $127,545 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | NONE | $74,787 | not reported in the loaded dataset |
| Innovative Software Solutions, Inc. | NONE | $71,944 | not reported in the loaded dataset |
| Northern Trust Collective Invst Tr | NONE | $56,084 | not reported in the loaded dataset |
| Faulkner, Hoffman & Phillips, Llp | NONE | $48,106 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $46,708 | not reported in the loaded dataset |
| Life Status 360, LLC | NONE | $24,501 | not reported in the loaded dataset |
| U.S. Bank | NONE | $24,393 | not reported in the loaded dataset |
| Prostaff Graphics | NONE | $23,095 | not reported in the loaded dataset |
| Cincinnati Insurance | NONE | $15,677 | not reported in the loaded dataset |
| Datamation Imaging Services | NONE | $12,577 | not reported in the loaded dataset |
| State Street - Russell 2000 | NONE | $12,331 | not reported in the loaded dataset |