2023 Form 5500 filing — Iron Workers District Council Of So Oh & Vicinity Benefit 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 20241114062432NAL0011104131001) for Iron Workers District Council Of So Oh & Vicinity Benefit Trust, reported by Iron Workers District Council Of Southern Ohio & Vicinity under EIN 31-0557391 and plan number 501. It reports 4,964 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241114062432NAL0011104131001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iron Workers District Council Of Southern Ohio & Vicinity
- EIN
- 31-0557391
- Plan number
- 501
- Location
- Vandalia, OH
- Participants
- 4,964
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,872,326
- Total liabilities (EOY)
- $8,297,043
- Net assets (EOY)
- $46,575,283
- Employer contributions
- $57,737,482
- Participant contributions
- $8,539,320
- Total income / additions
- $68,904,899
- Benefits paid
- $57,192,118
- Administrative expenses
- $3,694,014
- Total expenses
- $60,886,132
- Net increase / (decrease)
- $8,018,767
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Community Insurance Company | NONE | $1,296,065 | not reported in the loaded dataset |
| Prudent Rx | NONE | $197,905 | not reported in the loaded dataset |
| Penny Brown | EMPLOYEE | $170,127 | not reported in the loaded dataset |
| Faulkner, Hoffman & Phillips, Llp | NONE | $147,468 | not reported in the loaded dataset |
| Aetna | NONE | $132,465 | not reported in the loaded dataset |
| Peggy Gotthardt | EMPLOYEE | $107,197 | not reported in the loaded dataset |
| Delta Dental | NONE | $96,280 | not reported in the loaded dataset |
| Nathan Daniels | EMPLOYEE | $87,677 | not reported in the loaded dataset |
| Idwc Of So Pension Trust | NONE | $79,054 | not reported in the loaded dataset |
| Taylor Communications, Inc. | NONE | $73,621 | not reported in the loaded dataset |
| Prostaff Graphics | NONE | $73,149 | not reported in the loaded dataset |
| Tim Sedlack | EMPLOYEE | $72,346 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | NONE | $67,137 | not reported in the loaded dataset |
| Cindy Millhouse | EMPLOYEE | $61,134 | not reported in the loaded dataset |
| Cvs/Caremark | NONE | $59,673 | not reported in the loaded dataset |
| Pamela Calvert | EMPLOYEE | $59,070 | not reported in the loaded dataset |
| Megan Woods | EMPLOYEE | $56,742 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies, LLC | NONE | $55,194 | not reported in the loaded dataset |
| Brigid Duncan | EMPLOYEE | $50,091 | not reported in the loaded dataset |
| Midwest Painting | NONE | $39,850 | not reported in the loaded dataset |
| Browse Mcdowell, Lpa | NONE | $34,558 | not reported in the loaded dataset |
| Ruthan Blackmore | EMPLOYEE | $29,541 | not reported in the loaded dataset |
| Pitney Bowes Global Financial | NONE | $28,166 | not reported in the loaded dataset |
| Waste Management Of Ohio, Inc. | NONE | $24,349 | not reported in the loaded dataset |
| Olivia Overmeyer | EMPLOYEE | $13,494 | not reported in the loaded dataset |
| Aes Ohio/Dp&L Inc. | NONE | $13,396 | not reported in the loaded dataset |
| Datamation Imaging Services | NONE | $12,577 | not reported in the loaded dataset |
| Overmyer Hall Associates | NONE | $12,234 | not reported in the loaded dataset |
| Carrier Corporation | NONE | $10,298 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $10,000 | not reported in the loaded dataset |
| Verizon Wireless | NONE | $7,996 | not reported in the loaded dataset |
| Johnson Controls Security Solutions | NONE | $7,412 | not reported in the loaded dataset |
| Friends Office | NONE | $7,276 | not reported in the loaded dataset |
| Adp | NONE | $6,613 | not reported in the loaded dataset |
| Docusign Inc. | NONE | $6,127 | not reported in the loaded dataset |
| Nextivia | NONE | $6,071 | not reported in the loaded dataset |