2023 Form 5500 filing — Colorado Iron Workers Individual Account Trust 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 20250613152422NAL0013685395001) for Colorado Iron Workers Individual Account Trust Fund, reported by Trustees - Colorado Iron Workers Individual Account Trust Fund under EIN 84-1230960 and plan number 001. It reports 752 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613152422NAL0013685395001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees - Colorado Iron Workers Individual Account Trust Fund
- EIN
- 84-1230960
- Plan number
- 001
- Location
- Arvada, CO
- Participants
- 752
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,526,288
- Total liabilities (EOY)
- $15,588
- Net assets (EOY)
- $17,510,700
- Employer contributions
- $1,009,951
- Total income / additions
- $2,819,876
- Benefits paid
- $1,785,294
- Administrative expenses
- $187,609
- Total expenses
- $1,972,903
- Net increase / (decrease)
- $846,973
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $90,667 | not reported in the loaded dataset |
| Segal Marco Advisors, Inc. | NONE | $44,019 | not reported in the loaded dataset |
| Needles & Associates, LLC | NONE | $18,173 | not reported in the loaded dataset |
| Us Bank | NONE | $11,284 | not reported in the loaded dataset |
| Spencer Fane Llp | NONE | $7,731 | not reported in the loaded dataset |