2023 Form 5500 filing — Local 309 Wiremans Pension Trust
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 20250407221443NAL0017114385001) for Local 309 Wiremans Pension Trust, reported by Board Of Trustees Of Local 309 Wiremans Pension Trust under EIN 43-6142137 and plan number 001. It reports 929 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407221443NAL0017114385001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 309 Wiremans Pension Trust
- EIN
- 43-6142137
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 929
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $179,096,520
- Total liabilities (EOY)
- $235,669
- Net assets (EOY)
- $178,860,851
- Employer contributions
- $9,841,607
- Total income / additions
- $27,998,060
- Benefits paid
- $11,703,838
- Administrative expenses
- $404,429
- Total expenses
- $12,108,267
- Net increase / (decrease)
- $15,889,793
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ekon Benefits | NONE | $134,000 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $61,620 | not reported in the loaded dataset |
| Anders Minkler Huber & Helm Lp | NONE | $44,117 | not reported in the loaded dataset |
| Schuchat, Cook & Werner | NONE | $33,204 | not reported in the loaded dataset |
| Pnc Bank | NONE | $26,135 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $25,717 | not reported in the loaded dataset |
| Marsh & Mclennan Agency, LLC | NONE | $24,109 | not reported in the loaded dataset |