2023 Form 5500 filing — Ironworkers Local 808 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 20250501201007NAL0002645075002) for Ironworkers Local 808 Pension Fund, reported by Trustees Of Ironworkers Local 808 Pension Fund under EIN 59-6165107 and plan number 001. It reports 1,135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250501201007NAL0002645075002
Filing year
2023
Form type
1
Plan sponsor
Trustees Of Ironworkers Local 808 Pension Fund
EIN
59-6165107
Plan number
001
Location
Pittsburgh, PA
Participants
1,135
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$81,268,031
Total liabilities (EOY)
$85,345
Net assets (EOY)
$81,182,686
Employer contributions
$5,868,592
Total income / additions
$12,714,990
Benefits paid
$4,069,750
Administrative expenses
$551,223
Total expenses
$4,620,973
Net increase / (decrease)
$8,094,017
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Morgan Stanley Smith BarneyINVESTMENT MANAGEMENT$318,247$0
Zenith American SolutionsCONTRACT ADMINISTRATION$91,788not reported in the loaded dataset
Bha Consulting LLCACTUARIAL$45,874not reported in the loaded dataset
Steven D Eisenberg Cpa,PaAUDITOR$19,112not reported in the loaded dataset
Mierzwa & Floyd PaATTORNEY$18,912not reported in the loaded dataset

Related Form 5500 pages