2023 Form 5500 filing — Ironworkers Local No 55 Profit Sharing Annuity Plan And Trust 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 20250407065149NAL0024933936001) for Ironworkers Local No 55 Profit Sharing Annuity Plan And Trust Fund, reported by Board Of Trustees Ironworkers Lu No 55 Profit Sharing under EIN 34-1622509 and plan number 001. It reports 1,174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407065149NAL0024933936001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ironworkers Lu No 55 Profit Sharing
- EIN
- 34-1622509
- Plan number
- 001
- Location
- Holland, OH
- Participants
- 1,174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,009,221
- Total liabilities (EOY)
- $22,526
- Net assets (EOY)
- $67,986,695
- Employer contributions
- $6,195,421
- Participant contributions
- $337,751
- Total income / additions
- $15,106,966
- Benefits paid
- $1,969,878
- Administrative expenses
- $239,940
- Total expenses
- $2,209,818
- Net increase / (decrease)
- $12,897,148
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Ohio Administrators | NONE | $83,292 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $28,000 | not reported in the loaded dataset |
| John Hancock Retirement Plan | NONE | $27,768 | not reported in the loaded dataset |
| Allotta And Farley Co. Lpa | NONE | $25,044 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | NONE | $11,000 | not reported in the loaded dataset |
| Huntington Insurance | NONE | $9,523 | not reported in the loaded dataset |