Plan5500

2023 Form 5500 filing — Iron Workers Local Union 60 Annuity Pension Plan

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 20250414114317NAL0001702801001) for Iron Workers Local Union 60 Annuity Pension Plan, reported by Iron Workers Local Union 60 Annuity Pension Fund Board Of Trustees under EIN 16-1136534 and plan number 001. It reports 482 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250414114317NAL0001702801001
Filing year
2023
Form type
1
Plan sponsor
Iron Workers Local Union 60 Annuity Pension Fund Board Of Trustees
EIN
16-1136534
Plan number
001
Location
Syracuse, NY
Participants
482
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$38,453,109
Total liabilities (EOY)
$0
Net assets (EOY)
$38,453,109
Employer contributions
$1,418,739
Total income / additions
$6,331,191
Benefits paid
$1,994,661
Administrative expenses
$146,016
Total expenses
$2,157,966
Net increase / (decrease)
$4,173,225
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John Hancock Retirement Plan SrvcsRETAINED BY EMPLOYER$40,155$0
Blitman & KingRETAINED BY EMPLOYER$36,115not reported in the loaded dataset
Iron Workers Local 60RETAINED BY EMPLOYER$28,046not reported in the loaded dataset
Upstate Advisors, Inc.RETAINED BY EMPLOYER$18,000not reported in the loaded dataset
Dermody, Burke & Brown, Cpas LLCRETAINED BY EMPLOYER$11,500not reported in the loaded dataset
Masterpole And Murphy AgencyRETAINED BY EMPLOYER$10,807not reported in the loaded dataset

Related Form 5500 pages