2023 Form 5500 filing — Iron Workers L. No.12 Pension 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 20250412144441NAL0013521267002) for Iron Workers L. No.12 Pension Fund, reported by Iron Workers Local No. 12 Pension Fund under EIN 14-1512731 and plan number 001. It reports 656 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250412144441NAL0013521267002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iron Workers Local No. 12 Pension Fund
- EIN
- 14-1512731
- Plan number
- 001
- Location
- Wallingford, CT
- Participants
- 656
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,844,020
- Total liabilities (EOY)
- $86,605
- Net assets (EOY)
- $30,757,415
- Employer contributions
- $3,843,689
- Total income / additions
- $6,001,123
- Benefits paid
- $5,420,978
- Administrative expenses
- $535,694
- Total expenses
- $5,956,672
- Net increase / (decrease)
- $44,451
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blitman & King Llp | THIRD PARTY | $87,646 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $85,000 | not reported in the loaded dataset |
| United Actuarial Services, Inc | THIRD PARTY | $80,109 | not reported in the loaded dataset |
| Segal Advisors, Inc | THIRD PARTY | $36,213 | not reported in the loaded dataset |
| Mccullough, Bernice | EMPLOYEE | $34,167 | not reported in the loaded dataset |
| Prudential Insurance Co. | THIRD PARTY | $25,532 | $0 |
| Wellington Trust Company, Na | NONE | $19,471 | $0 |
| Aberdeen Emerging Markets | THIRD PARTY | $16,505 | not reported in the loaded dataset |
| Manning & Napier Advisors, LLC | THIRD PARTY | $15,993 | $0 |
| Principal | THIRD PARTY | $14,508 | not reported in the loaded dataset |
| Loomis Sayles | THIRD PARTY | $13,603 | $0 |
| D'Arcangelo & Co. | THIRD PARTY | $13,100 | not reported in the loaded dataset |
| Arcara Zucarelli Lenda & Associates | THIRD PARTY | $12,102 | not reported in the loaded dataset |