2023 Form 5500 filing — Iowa Ironworkers Heavy Highway Defined Benefit Pension 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 20250714144220NAL0001194881003) for Iowa Ironworkers Heavy Highway Defined Benefit Pension Plan, reported by Iowa Ironworkers Heavy Highway Defined Benefit Pension Plan under EIN 42-1165917 and plan number 001. It reports 525 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250714144220NAL0001194881003
Filing year
2023
Form type
1
Plan sponsor
Iowa Ironworkers Heavy Highway Defined Benefit Pension Plan
EIN
42-1165917
Plan number
001
Location
Des Moines, IA
Participants
525
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$61,757,426
Total liabilities (EOY)
$19,066
Net assets (EOY)
$61,738,360
Employer contributions
$3,545,515
Total income / additions
$15,177,450
Benefits paid
$4,627,915
Administrative expenses
$249,430
Total expenses
$4,877,345
Net increase / (decrease)
$10,300,105
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Benefits Management Group IncNONE$64,661not reported in the loaded dataset
Fiducient AdvisorsNONE$36,300not reported in the loaded dataset
Uhy, LlpNONE$25,100not reported in the loaded dataset
James V Gallery And AssociatesNONE$20,100not reported in the loaded dataset
O'Sullivan AssociatesNONE$18,400not reported in the loaded dataset
Union Insurance GroupNONE$8,005$0
Rouse Frets White Goss GentileNONE$6,760not reported in the loaded dataset
Kutak Rock LlpNONE$5,041not reported in the loaded dataset

Related Form 5500 pages