2023 Form 5500 filing — Iron Workers Local Union No. 404 Annuity Fund
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 20250207100823NAL0013028673001) for Iron Workers Local Union No. 404 Annuity Fund, reported by Iron Workers Local 404 under EIN 25-1754959 and plan number 002. It reports 1,199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250207100823NAL0013028673001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iron Workers Local 404
- EIN
- 25-1754959
- Plan number
- 002
- Location
- Philadelphia, PA
- Participants
- 1,199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,915,889
- Total liabilities (EOY)
- $190,245
- Net assets (EOY)
- $70,725,644
- Employer contributions
- $3,039,837
- Total income / additions
- $9,132,929
- Benefits paid
- $4,384,489
- Administrative expenses
- $196,923
- Total expenses
- $4,581,412
- Net increase / (decrease)
- $4,551,517
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Massachusetts Mutual Life Insurance | CONTRACT ADMINISTRATOR | $51,101 | $0 |
| Iron Workers Dist. Council Of Phila | CONTRACT ADMINISTRATOR | $49,126 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | ADVISOR | $35,000 | not reported in the loaded dataset |
| Cleary, Josem & Trigiani, Llp | NONE | $31,806 | not reported in the loaded dataset |
| Fischer Dorwart, P.C. | NONE | $16,750 | not reported in the loaded dataset |
| Cohen & Streets | INVESTMENT PROVIDER | $0 | $0 |
| Jp Morgan | INVESTMENT PROVIDER | $0 | $0 |
| Manning & Napier | INVESTMENT PROVIDER | $0 | $0 |
| T. Rowe Price | INVESTMENT PROVIDER | $0 | $0 |
| Vanguard | INVESTMENT PROVIDER | $0 | $0 |