Iron Workers' Locals No. 15 & 424 Annuity Plan — Form 5500 plan (Board Of Trustees Iron Workers' Locals No.15 & 424)
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' Locals No. 15 & 424 Annuity Plan is a benefit plan reported by Board Of Trustees Iron Workers' Locals No.15 & 424 under EIN 06-1074625 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,323 participants and $75,418,699 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Iron Workers' Locals No.15 & 424
- EIN
- 06-1074625
- Plan number
- 002
- Plan type
- 1
- Location
- Cromwell, CT
- Latest filing year
- 2023
- Participants
- 1,323
- End-of-year plan assets
- $75,418,699
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,323 | H, C | 20250414152648NAL0000870339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,418,699
- Total liabilities (EOY)
- $27,196
- Net assets (EOY)
- $75,391,503
- Net assets (BOY)
- $71,469,171
Income & contributions
- Employer contributions
- $4,980,987
- Participant contributions
- $167,698
- Total contributions
- $5,148,685
- Total income / additions
- $11,431,617
Expenses & distributions
- Benefits paid
- $7,253,189
- Administrative expenses
- $256,096
- Total expenses
- $7,509,285
- Net increase / (decrease)
- $3,922,332
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Reid & Reige P.C. | NONE | $45,198 | not reported in the loaded dataset | 2023 |
| Employee X | EMPLOYEE | $30,756 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors. Inc. | NONE | $30,150 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $27,962 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $23,064 | not reported in the loaded dataset | 2023 |
| R.M. Cheverie & Associates | NONE | $6,858 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Iron Workers' Locals No.15 & 424
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Cromwell, CT
- Reid & Reige P.C. — Schedule C compensation
- Employee X — Schedule C compensation
- Segal Marco Advisors. Inc. — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- R.M. Cheverie & Associates — Schedule C compensation