2023 Form 5500 filing — Greater South Florida Ironworkers Annuity Trust Fu
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 20250402143948NAL0009881617002) for Greater South Florida Ironworkers Annuity Trust Fu, reported by Trustees Of Ironworkers Local Union No. 402 Annuity Trust Fund under EIN 54-2189207 and plan number 001. It reports 737 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250402143948NAL0009881617002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ironworkers Local Union No. 402 Annuity Trust Fund
- EIN
- 54-2189207
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 737
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,179,922
- Total liabilities (EOY)
- $14,073
- Net assets (EOY)
- $9,165,849
- Employer contributions
- $1,923,492
- Total income / additions
- $2,671,808
- Benefits paid
- $574,317
- Administrative expenses
- $96,483
- Total expenses
- $670,800
- Net increase / (decrease)
- $2,001,008
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | CONTRACT ADMINISTRATION | $40,482 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | INVESTMENT MANAGEMENT | $24,172 | not reported in the loaded dataset |
| Steven D Eisenberg Cpa, Pa | AUDITOR | $10,831 | not reported in the loaded dataset |
| National Employee Benefit Administr | COLLECTION AGENT | $6,000 | not reported in the loaded dataset |