2023 Form 5500 filing — Ironworkers Local Union No. 167 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 20250514170009NAL0019245441001) for Ironworkers Local Union No. 167 Welfare Fund, reported by Ironworkers Local Union No. 167 Welfare Fund under EIN 62-0696127 and plan number 501. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250514170009NAL0019245441001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ironworkers Local Union No. 167 Welfare Fund
- EIN
- 62-0696127
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,195,719
- Total liabilities (EOY)
- $836,680
- Net assets (EOY)
- $3,359,039
- Employer contributions
- $3,819,495
- Participant contributions
- $263,100
- Total income / additions
- $4,486,167
- Benefits paid
- $2,697,990
- Administrative expenses
- $396,128
- Total expenses
- $3,094,118
- Net increase / (decrease)
- $1,392,049
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna Healthcare | NONE | $178,225 | $0 |
| Southern Benefit Administrators | NONE | $118,512 | not reported in the loaded dataset |
| Godwin Morris Laurenzi & Bloomfield | NONE | $52,025 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor | NONE | $13,850 | not reported in the loaded dataset |
| New South Capital Management, LLC | NONE | $2,669 | not reported in the loaded dataset |