2023 Form 5500 filing — Ironworkers Local 549-550 Pension 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 20250114155530NAL0032043024002) for Ironworkers Local 549-550 Pension Plan, reported by Ironworkers Local 549-550 Pension Plan under EIN 55-6027928 and plan number 001. It reports 1,620 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114155530NAL0032043024002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ironworkers Local 549-550 Pension Plan
- EIN
- 55-6027928
- Plan number
- 001
- Location
- Ona, WV
- Participants
- 1,620
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $207,315,821
- Total liabilities (EOY)
- $250,018
- Net assets (EOY)
- $207,065,803
- Employer contributions
- $10,223,128
- Total income / additions
- $37,835,501
- Benefits paid
- $11,449,611
- Administrative expenses
- $862,438
- Total expenses
- $12,312,049
- Net increase / (decrease)
- $25,523,452
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boyd Waterson | INVESTMENT MANAGER | $144,090 | not reported in the loaded dataset |
| Prudential Insurance Company | NONE | $121,095 | $15,088 |
| American Benefit Corporation | NONE | $129,953 | not reported in the loaded dataset |
| Qualitative Management | NONE | $86,982 | not reported in the loaded dataset |
| Alan Biller And Associates | NONE | $55,417 | not reported in the loaded dataset |
| Cowden Associates | NONE | $54,848 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $44,679 | not reported in the loaded dataset |
| Fidelty Investments | NONE | $41,334 | not reported in the loaded dataset |
| Todd And Associates | NONE | $30,969 | not reported in the loaded dataset |
| Macala & Piatt, LLC | ATTORNEY | $29,669 | $0 |
| Kozocki Hughes Tickerhoof Pllc | NONE | $9,100 | not reported in the loaded dataset |
| Ifebp | NONE | $7,139 | not reported in the loaded dataset |
| Fifth Third | NONE | $6,427 | not reported in the loaded dataset |
| Boston Marriot Copley Place | NONE | $5,662 | not reported in the loaded dataset |
| Central Data Services | NONE | $5,404 | not reported in the loaded dataset |