2023 Form 5500 filing — Iron Workers Pension Trust Fund For Colorado
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 20250115174754NAL0022020369001) for Iron Workers Pension Trust Fund For Colorado, reported by Trustees - Iron Workers Pension Trust Fund For Colorado under EIN 84-6099094 and plan number 001. It reports 1,697 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115174754NAL0022020369001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees - Iron Workers Pension Trust Fund For Colorado
- EIN
- 84-6099094
- Plan number
- 001
- Location
- Arvada, CO
- Participants
- 1,697
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,180,729
- Total liabilities (EOY)
- $17,751
- Net assets (EOY)
- $26,162,978
- Employer contributions
- $1,718,452
- Total income / additions
- $3,839,954
- Benefits paid
- $5,274,314
- Administrative expenses
- $593,611
- Total expenses
- $5,867,925
- Net increase / (decrease)
- -$2,027,971
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Needles & Associates, LLC | NONE | $39,794 | not reported in the loaded dataset |
| Spencer Fane, Llp | NONE | not reported in the loaded dataset | not reported in the loaded dataset |
| Segal Marco Advisors, Inc. | NONE | not reported in the loaded dataset | not reported in the loaded dataset |
| Us Bank | NONE | not reported in the loaded dataset | not reported in the loaded dataset |
| Zenith American Solutions, Inc. | NONE | not reported in the loaded dataset | not reported in the loaded dataset |
| Rael & Letson | NONE | not reported in the loaded dataset | not reported in the loaded dataset |