2023 Form 5500 filing — Iron Workers Local Union 401 Supplemental Welfare
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 20250407114037NAL0009265219001) for Iron Workers Local Union 401 Supplemental Welfare, reported by Iron Workers Local Union 401 Supplemental Welfare Fund under EIN 22-3867031 and plan number 502. It reports 351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407114037NAL0009265219001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iron Workers Local Union 401 Supplemental Welfare Fund
- EIN
- 22-3867031
- Plan number
- 502
- Location
- Philadelphia, PA
- Participants
- 351
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,527,857
- Total liabilities (EOY)
- $17,395
- Net assets (EOY)
- $3,510,462
- Employer contributions
- $1,325,755
- Total income / additions
- $1,530,080
- Benefits paid
- $1,159,097
- Administrative expenses
- $72,080
- Total expenses
- $1,231,177
- Net increase / (decrease)
- $298,903
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Labor-First LLC | NONE | $147,145 | not reported in the loaded dataset |
| Iron Workers Local 401 | LOCAL UNION | $61,829 | not reported in the loaded dataset |