2023 Form 5500 filing — Iron Workers Local #397 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 20250409113625NAL0012160835002) for Iron Workers Local #397 Annuity Fund, reported by Trustees Of Iron Workers Local #397 Annuity Fund under EIN 59-7139874 and plan number 002. It reports 1,596 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409113625NAL0012160835002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Iron Workers Local #397 Annuity Fund
- EIN
- 59-7139874
- Plan number
- 002
- Location
- Goodlettsville, TN
- Participants
- 1,596
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,634,282
- Net assets (EOY)
- $30,634,282
- Employer contributions
- $2,068,631
- Total income / additions
- $5,079,646
- Benefits paid
- $2,661,025
- Administrative expenses
- $102,035
- Total expenses
- $2,763,060
- Net increase / (decrease)
- $2,316,586
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators Inc | ADMINISTRATOR | $30,556 | not reported in the loaded dataset |
| Andco Consulting | INVESTMENT MONITOR | $13,500 | not reported in the loaded dataset |
| Venable Law Firm Pa | ATTORNEY | $9,450 | not reported in the loaded dataset |
| Steven D Eisenberg Cpa Pa | AUDITOR | $9,272 | not reported in the loaded dataset |