2023 Form 5500 filing — Iron Workers Trust Fund Local No. 5 Washington, Dc, Welfare 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 20250415212503NAL0004051217001) for Iron Workers Trust Fund Local No. 5 Washington, Dc, Welfare Fund, reported by Board Of Trustees, Iron Workers Trust Fund Local No. 5 under EIN 52-6057762 and plan number 501. It reports 922 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415212503NAL0004051217001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Iron Workers Trust Fund Local No. 5
- EIN
- 52-6057762
- Plan number
- 501
- Location
- Seattle, WA
- Participants
- 922
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,209,992
- Total liabilities (EOY)
- $9,997,841
- Net assets (EOY)
- $48,212,151
- Employer contributions
- $12,646,768
- Participant contributions
- $668,631
- Total income / additions
- $16,550,818
- Benefits paid
- $10,440,758
- Administrative expenses
- $808,033
- Total expenses
- $11,248,791
- Net increase / (decrease)
- $5,302,027
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wpas, Inc. | NONE | $592,846 | not reported in the loaded dataset |
| Carefirst Of Maryland, Inc. | NONE | $89,368 | $0 |
| American Health Holding Inc | NONE | $72,111 | not reported in the loaded dataset |
| Bha Consulting LLC | NONE | $64,653 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue Llp | NONE | $61,222 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $37,100 | not reported in the loaded dataset |
| Alaffia Technology Solutions | NONE | $18,581 | not reported in the loaded dataset |
| Schulthesis And Planettieri | NONE | $17,842 | not reported in the loaded dataset |
| Change Healthcare Solutions, LLC | NONE | $17,022 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $15,625 | not reported in the loaded dataset |
| Bank Of America | NONE | $9,138 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $5,200 | not reported in the loaded dataset |