2023 Form 5500 filing — Iowa Builders Retirement Plan
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 20250108132606NAL0006011491001) for Iowa Builders Retirement Plan, reported by Executive Board Of The Iowa Builders Retirement Plan under EIN 42-6135556 and plan number 001. It reports 877 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250108132606NAL0006011491001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Executive Board Of The Iowa Builders Retirement Plan
- EIN
- 42-6135556
- Plan number
- 001
- Location
- Cedar Rapids, IA
- Participants
- 877
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,935,672
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,935,672
- Employer contributions
- $2,362,865
- Total income / additions
- $10,563,512
- Benefits paid
- $1,277,727
- Administrative expenses
- $228,041
- Total expenses
- $1,505,768
- Net increase / (decrease)
- $9,057,744
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY CLIENT | $72,771 | $0 |
| Fiducient Advisors LLC | RETAINED BY CLIENT | $47,500 | not reported in the loaded dataset |
| Auxiant | RETAINED BY CLIENT | $47,459 | not reported in the loaded dataset |
| Employee Fringes Audit Company | RETAINED BY CLIENT | $11,900 | not reported in the loaded dataset |
| Uhy, Llp | RETAINED BY CLIENT | $10,250 | not reported in the loaded dataset |
| Wagner Law Firm | RETAINED BY CLIENT | $6,744 | not reported in the loaded dataset |