2023 Form 5500 filing — Iron Workers District Council Of So Oh & Vicinity Annuity 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 20241114062530NAL0011104387001) for Iron Workers District Council Of So Oh & Vicinity Annuity Trust, reported by Iron Workers District Council Of Southern Ohio & Vicinity under EIN 31-6108920 and plan number 001. It reports 7,673 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241114062530NAL0011104387001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iron Workers District Council Of Southern Ohio & Vicinity
- EIN
- 31-6108920
- Plan number
- 001
- Location
- Vandalia, OH
- Participants
- 7,673
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $476,163,733
- Total liabilities (EOY)
- $456,788
- Net assets (EOY)
- $475,706,945
- Employer contributions
- $33,766,759
- Total income / additions
- $63,143,727
- Benefits paid
- $27,152,330
- Administrative expenses
- $1,196,131
- Total expenses
- $28,348,461
- Net increase / (decrease)
- $34,795,266
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Iwdc Of So Oh Benefit Trust | RELATED FUND | $525,623 | $0 |
| Prudential Insurance Co. Of America | NONE | $345,825 | not reported in the loaded dataset |
| Overmyer Hall Associates | NONE | $85,613 | not reported in the loaded dataset |
| Faulkner, Hoffman & Phillips, Llp | NONE | $59,279 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | NONE | $58,828 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $53,937 | not reported in the loaded dataset |
| Pro Staff Graphics | NONE | $47,504 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $30,247 | not reported in the loaded dataset |
| Iwdc Of So Oh Pension Trust | RELATED FUND | $20,328 | not reported in the loaded dataset |
| Prudential Retirement Insurance | NONE | $20,120 | not reported in the loaded dataset |
| Datamation Imaging Services | NONE | $12,577 | not reported in the loaded dataset |