2023 Form 5500 filing — Southern Ironworkers Pension 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 20250306191512NAL0010863137002) for Southern Ironworkers Pension Fund, reported by Board Of Trustees Southern Ironworkers Pension Fund under EIN 59-6227091 and plan number 001. It reports 1,903 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250306191512NAL0010863137002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Southern Ironworkers Pension Fund
- EIN
- 59-6227091
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 1,903
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $179,086,302
- Total liabilities (EOY)
- $2,209,652
- Net assets (EOY)
- $176,876,650
- Employer contributions
- $8,548,252
- Total income / additions
- $21,503,761
- Benefits paid
- $11,702,775
- Administrative expenses
- $993,118
- Total expenses
- $12,695,893
- Net increase / (decrease)
- $8,807,868
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brown Advisory LLC | INVESTMENT ADVISOR | $141,658 | $0 |
| Wedge Capital Management | INVESTMENT MANAGEMENT | $102,833 | $0 |
| Bha Consulting | ACTUARIAL | $81,485 | not reported in the loaded dataset |
| Investment Performance Services | INVESTMENT ADVISOR | $81,123 | not reported in the loaded dataset |
| Zenith-American Solutions | CONTRACT ADMINISTRATOR | $77,434 | not reported in the loaded dataset |
| Abs Allegiance Real Estate | INVESTMENT MANAGEMENT | $73,312 | not reported in the loaded dataset |
| Us Bank | CUSTODIAN | $63,618 | $0 |
| Segall, Bryant Hamill | INVESTMENT MANAGEMENT | $63,017 | not reported in the loaded dataset |
| Steven D. Eisenberg Cpa,P.A. | AUDITOR | $29,878 | not reported in the loaded dataset |
| Quinn, Conner, Weaver, Davies & | LEGAL | $28,815 | not reported in the loaded dataset |