2023 Form 5500 filing — Iron Workers Local 17 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 20250328124845NAL0001108513001) for Iron Workers Local 17 Annuity Fund, reported by Board Of Trustees Of Iron Workers Local 17 Annuity Fund under EIN 34-1290643 and plan number 001. It reports 1,478 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250328124845NAL0001108513001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Iron Workers Local 17 Annuity Fund
- EIN
- 34-1290643
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 1,478
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,975,794
- Total liabilities (EOY)
- $204,866
- Net assets (EOY)
- $88,770,928
- Employer contributions
- $7,705,417
- Total income / additions
- $17,823,904
- Benefits paid
- $4,491,235
- Administrative expenses
- $284,637
- Total expenses
- $4,775,872
- Net increase / (decrease)
- $13,048,032
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $98,259 | $0 |
| Solxsys Administrative Solutions | NONE | $57,000 | not reported in the loaded dataset |
| Segal Advisors, Inc. | NONE | $25,000 | not reported in the loaded dataset |
| Local 17 Fringe Benefit Fund | RELATED FUND | $21,455 | not reported in the loaded dataset |
| J Schaefer & Company LLC | NONE | $8,500 | not reported in the loaded dataset |
| Tucker Arensberg P.C. | NONE | $6,920 | not reported in the loaded dataset |
| Pofok Crampton LLC | NONE | $6,119 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |