2023 Form 5500 filing — Iron Workers Local 451 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 20250403143815NAL0006477235001) for Iron Workers Local 451 Annuity Fund, reported by Iron Workers Local 451 Joint Board Of Trustees under EIN 51-0264123 and plan number 001. It reports 804 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403143815NAL0006477235001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iron Workers Local 451 Joint Board Of Trustees
- EIN
- 51-0264123
- Plan number
- 001
- Location
- Wilmington, DE
- Participants
- 804
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,011,843
- Total liabilities (EOY)
- $15,888
- Net assets (EOY)
- $34,995,955
- Employer contributions
- $1,486,483
- Total income / additions
- $6,788,220
- Benefits paid
- $3,008,083
- Administrative expenses
- $353,487
- Total expenses
- $3,361,570
- Net increase / (decrease)
- $3,426,650
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stacey Braun Associates | NONE | $142,709 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $101,640 | not reported in the loaded dataset |
| Pnc Bank, N.A. | NONE | $20,827 | $0 |
| Markowitz & Richman | NONE | $18,565 | not reported in the loaded dataset |
| Fischer Dorwart, P.C. | NONE | $13,000 | not reported in the loaded dataset |
| The Segal Company | NONE | $6,000 | not reported in the loaded dataset |