Iron Workers District Council Of New England Annuity Fund — Form 5500 plan (Board Of Trustees Iron Workers)
Plain-English plan 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, Iron Workers District Council Of New England Annuity Fund is a benefit plan reported by Board Of Trustees Iron Workers under EIN 04-2647320 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,417 participants and $566,828,471 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Iron Workers
- EIN
- 04-2647320
- Plan number
- 001
- Plan type
- 1
- Location
- Dorchester, MA
- Latest filing year
- 2023
- Participants
- 9,417
- End-of-year plan assets
- $566,828,471
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,417 | H, C | 20241015151215NAL0050106992001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $566,828,471
- Total liabilities (EOY)
- $430,353
- Net assets (EOY)
- $566,398,118
- Net assets (BOY)
- $499,217,268
Income & contributions
- Employer contributions
- $50,794,716
- Participant contributions
- $167,712
- Total contributions
- $51,257,216
- Total income / additions
- $133,975,205
Expenses & distributions
- Benefits paid
- $65,875,078
- Administrative expenses
- $809,010
- Total expenses
- $66,794,355
- Net increase / (decrease)
- $67,180,850
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | NONE | $285,301 | $0 | 2023 |
| Meketa Investment Group | NONE | $68,849 | not reported in the loaded dataset | 2023 |
| Manzi & Associates L.L.C. | NONE | $51,264 | not reported in the loaded dataset | 2023 |
| Mickey Long, Esq. | NONE | $39,822 | not reported in the loaded dataset | 2023 |
| William Hurley | EMPLOYEE | $31,671 | not reported in the loaded dataset | 2023 |
| Langan & Dempsey | NONE | $24,157 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $22,491 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $21,428 | not reported in the loaded dataset | 2023 |
| Heather Romeri | EMPLOYEE | $20,515 | not reported in the loaded dataset | 2023 |
| Lya Bermudez | EMPLOYEE | $15,001 | not reported in the loaded dataset | 2023 |
| Segal Roitman Llp | NONE | $14,712 | not reported in the loaded dataset | 2023 |
| Maureen Flaherty | EMPLOYEE | $11,723 | not reported in the loaded dataset | 2023 |
| Kara Lally | EMPLOYEE | $10,304 | not reported in the loaded dataset | 2023 |
| Nicole Murphy | EMPLOYEE | $10,091 | not reported in the loaded dataset | 2023 |
| Marisa Hannigan | EMPLOYEE | $8,853 | not reported in the loaded dataset | 2023 |
| Jaime Jarboe | EMPLOYEE | $7,087 | not reported in the loaded dataset | 2023 |
| Ann O'Meara | EMPLOYEE | $5,974 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Iron Workers
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Dorchester, MA
- John Hancock — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Manzi & Associates L.L.C. — Schedule C compensation
- Mickey Long, Esq. — Schedule C compensation
- William Hurley — Schedule C compensation
- Langan & Dempsey — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Heather Romeri — Schedule C compensation
- Lya Bermudez — Schedule C compensation
- Segal Roitman Llp — Schedule C compensation
- Maureen Flaherty — Schedule C compensation
- Kara Lally — Schedule C compensation
- Nicole Murphy — Schedule C compensation
- Marisa Hannigan — Schedule C compensation
- Jaime Jarboe — Schedule C compensation
- Ann O'Meara — Schedule C compensation