2023 Form 5500 filing — Iron Workers Welfare 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 20250514173019NAL0019007249001) for Iron Workers Welfare Plan, reported by Board Of Trustees - Iron Workers Welfare Fund under EIN 72-0506999 and plan number 501. It reports 758 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250514173019NAL0019007249001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Iron Workers Welfare Fund
- EIN
- 72-0506999
- Plan number
- 501
- Location
- Sugar Land, TX
- Participants
- 758
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,911,237
- Total liabilities (EOY)
- $2,370,886
- Net assets (EOY)
- $11,540,351
- Employer contributions
- $6,546,508
- Participant contributions
- $53,767
- Total income / additions
- $7,633,227
- Benefits paid
- $4,312,724
- Administrative expenses
- $683,700
- Total expenses
- $4,996,424
- Net increase / (decrease)
- $2,636,803
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $256,463 | $1,910 |
| Cigna | NONE | $159,014 | not reported in the loaded dataset |
| Hancock Whitney Bank | NONE | $42,771 | not reported in the loaded dataset |
| Segal Company (Western States), Inc | NONE | $40,640 | not reported in the loaded dataset |
| Robein, Urann, Spencer, Picard & Ca | NONE | $39,624 | not reported in the loaded dataset |
| Needles & Associates, LLC | NONE | $36,567 | not reported in the loaded dataset |
| Monarch Printing | NONE | $13,317 | not reported in the loaded dataset |
| Sav-Rx Prescription Services | NONE | $13,035 | not reported in the loaded dataset |