2023 Form 5500 filing — Iron Workers, Riggers & Machinery Movers Local 405 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 20250401080120NAL0007721473001) for Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund, reported by Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund under EIN 23-2041188 and plan number 001. It reports 549 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250401080120NAL0007721473001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund
- EIN
- 23-2041188
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 549
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,657,818
- Total liabilities (EOY)
- $9,125
- Net assets (EOY)
- $27,648,693
- Employer contributions
- $1,666,615
- Total income / additions
- $3,661,105
- Benefits paid
- $2,979,472
- Administrative expenses
- $281,741
- Total expenses
- $3,369,322
- Net increase / (decrease)
- $291,783
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Iornworkers Local Union 399 | LOCAL UNION | $86,269 | not reported in the loaded dataset |
| Loretta Mitsos-Pavini | EMPLOYEE | $52,000 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $26,786 | not reported in the loaded dataset |
| Fischer Dorwart, P.C. | NONE | $22,105 | not reported in the loaded dataset |
| Aristotle | NONE | $14,328 | not reported in the loaded dataset |
| Weaver Barksdale | NONE | $11,973 | not reported in the loaded dataset |
| Morgan Stanley Consulting Group | NONE | $11,158 | not reported in the loaded dataset |
| Lazard Asset Management | NONE | $10,826 | not reported in the loaded dataset |
| Cleary, Josem & Trigiani, Llp | NONE | $5,625 | not reported in the loaded dataset |