2023 Form 5500 filing — Atlanta Ironworkers Local #387 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 20250306200533NAL0006617747001) for Atlanta Ironworkers Local #387 Pension Plan, reported by Board Of Trustees Atlanta Ironworkers Local 387 Pension Pl under EIN 58-6051152 and plan number 001. It reports 1,427 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250306200533NAL0006617747001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Atlanta Ironworkers Local 387 Pension Pl
- EIN
- 58-6051152
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 1,427
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $128,764,852
- Total liabilities (EOY)
- $2,648,142
- Net assets (EOY)
- $126,116,710
- Employer contributions
- $5,584,910
- Total income / additions
- $15,364,852
- Benefits paid
- $10,053,440
- Administrative expenses
- $804,184
- Total expenses
- $10,857,624
- Net increase / (decrease)
- $4,507,228
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Chevy Chase | INVESTMENT MANAGEMENT | $128,605 | not reported in the loaded dataset |
| Wedge Capital Management LLC | INVESTMENT MANAGEMENT | $91,489 | $0 |
| Bha Consulting | ACTUARIAL | $80,852 | not reported in the loaded dataset |
| Southern Benefit Administrators Inc | CONTRACT ADMINISTRATION | $66,892 | not reported in the loaded dataset |
| Great Lakes Advisors | INVESTMENT MANAGEMENT | $61,050 | not reported in the loaded dataset |
| Amalgamated Bank | INVESTMENT MANAGEMENT | $57,726 | $0 |
| Intercontinental Real Estate Corpor | INVESTMENT MANAGEMENT | $56,447 | not reported in the loaded dataset |
| Fred Alger Management | INVESTMENT MANAGEMENT | $54,393 | not reported in the loaded dataset |
| Investment Performance Service | INVESTMENT ADVISORY | $50,000 | not reported in the loaded dataset |
| Steven D Eisenberg Cpa,Pa | AUDITOR | $26,317 | not reported in the loaded dataset |
| Quinn Connor Weaver Davies Rouco L | ATTORNEY | $20,081 | not reported in the loaded dataset |
| Us Bank | CUSTODIAL | $8,105 | not reported in the loaded dataset |