Plan5500

2023 Form 5500 filing — Ironworkers Local #597 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 20250304123723NAL0013879442001) for Ironworkers Local #597 Pension Plan, reported by Board Of Trustees Ironworkers Local #597 Pension Plan under EIN 59-6195918 and plan number 001. It reports 547 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250304123723NAL0013879442001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Ironworkers Local #597 Pension Plan
EIN
59-6195918
Plan number
001
Location
Goodlettsville, TN
Participants
547
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$27,682,304
Total liabilities (EOY)
$28,620
Net assets (EOY)
$27,653,684
Employer contributions
$1,078,078
Total income / additions
$3,924,528
Benefits paid
$1,579,896
Administrative expenses
$226,470
Total expenses
$1,806,366
Net increase / (decrease)
$2,118,162
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Southern Benefit AdministratorsADMINISTRATION$48,479not reported in the loaded dataset
Bha ConsultingACTUARY$41,898not reported in the loaded dataset
Burgess Chambers & AssociatesINVESTMENT ADVISORY$28,109not reported in the loaded dataset
Cs Mckee & CompanyINVESTMENT MANAGEMENT$18,916$0
Steven Eisenberg Cpa, P.A.AUDITOR$18,177not reported in the loaded dataset
Quinn Conner Weaver Davies & RuccoATTORNEY$14,320not reported in the loaded dataset
Regions BankINVESTMENT ADVISORY$11,379not reported in the loaded dataset

Related Form 5500 pages