2023 Form 5500 filing — Iron Workers Regional Shop Local Union No 855 Pension Trust
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 20250328090902NAL0000934017001) for Iron Workers Regional Shop Local Union No 855 Pension Trust, reported by Iron Workers Regional Shop Local Union 855 Pension Trust under EIN 94-0012049 and plan number 001. It reports 2,058 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250328090902NAL0000934017001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iron Workers Regional Shop Local Union 855 Pension Trust
- EIN
- 94-0012049
- Plan number
- 001
- Location
- Pasadena, CA
- Participants
- 2,058
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,889,318
- Total liabilities (EOY)
- $281,630
- Net assets (EOY)
- $74,607,688
- Employer contributions
- $2,079,188
- Total income / additions
- $8,586,907
- Benefits paid
- $6,910,158
- Administrative expenses
- $664,166
- Total expenses
- $7,574,324
- Net increase / (decrease)
- $1,012,583
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ironworkers Employees Benefit Corp | NONE | $89,000 | not reported in the loaded dataset |
| Rael & Letson | NONE | $86,585 | not reported in the loaded dataset |
| Alan D Biller & Associates | NONE | $76,000 | not reported in the loaded dataset |
| Saltzman & Johnson | NONE | $62,660 | not reported in the loaded dataset |
| Ifm Global Infrastructure | NONE | $53,152 | not reported in the loaded dataset |
| Rreef American Ii Reit | NONE | $40,354 | not reported in the loaded dataset |
| U.S. Bank | NONE | $39,370 | not reported in the loaded dataset |
| U.S. Bank | NONE | $32,178 | not reported in the loaded dataset |
| White Oak Summit Fund Lp | NONE | $31,748 | not reported in the loaded dataset |
| Mcmenomy & Associates Cpas Llp | NONE | $16,000 | not reported in the loaded dataset |
| Jp Morgan Chase Na | NONE | $15,224 | not reported in the loaded dataset |
| Blackrock Inc. | NONE | $6,246 | not reported in the loaded dataset |