2023 Form 5500 filing — Iron Workers Local No. 67 Defined Contribution 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 20250415161509NAL0006769394002) for Iron Workers Local No. 67 Defined Contribution Fund, reported by Iron Workers Local No. 67 Defined Contribution Fund under EIN 42-6585596 and plan number 002. It reports 914 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415161509NAL0006769394002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iron Workers Local No. 67 Defined Contribution Fund
- EIN
- 42-6585596
- Plan number
- 002
- Location
- Des Moines, IA
- Participants
- 914
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,252,919
- Total liabilities (EOY)
- $78,505
- Net assets (EOY)
- $38,174,414
- Employer contributions
- $2,129,581
- Total income / additions
- $8,941,033
- Benefits paid
- $2,445,620
- Administrative expenses
- $131,706
- Total expenses
- $2,577,326
- Net increase / (decrease)
- $6,363,707
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Melissa Bailey | not reported in the loaded dataset | $31,212 | not reported in the loaded dataset |
| Deboer & Associates, Pc | not reported in the loaded dataset | $21,542 | not reported in the loaded dataset |
| Fiducient Advisors LLC | not reported in the loaded dataset | $15,680 | not reported in the loaded dataset |
| Principal Financial Group | CONTRACT ADMINISTRATOR | $9,851 | $0 |