Iron Workers' Locals No. 15 & 424 Pension 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 Pension Plan is a benefit plan reported by Board Of Trustees-Iron Workers' Locals No. 15 & 424 under EIN 06-6077019 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,466 participants and $81,526,608 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
- 06-6077019
- Plan number
- 001
- Plan type
- 1
- Location
- Cromwell, CT
- Latest filing year
- 2023
- Participants
- 1,466
- End-of-year plan assets
- $81,526,608
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,466 | H, C | 20250414160209NAL0003487216001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,526,608
- Total liabilities (EOY)
- $309,025
- Net assets (EOY)
- $81,217,583
- Net assets (BOY)
- $74,246,288
Income & contributions
- Employer contributions
- $10,841,321
- Total contributions
- $10,841,321
- Total income / additions
- $19,432,278
Expenses & distributions
- Benefits paid
- $11,778,883
- Administrative expenses
- $682,100
- Total expenses
- $12,460,983
- Net increase / (decrease)
- $6,971,295
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Advisors, Inc. | NONE | $105,000 | not reported in the loaded dataset | 2023 |
| Reid & Riege P.C. | NONE | $64,956 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $63,493 | not reported in the loaded dataset | 2023 |
| Employee X | EMPLOYEE | $44,853 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $43,752 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $43,560 | not reported in the loaded dataset | 2023 |
| Entrust Global Partners Ofshore Lp | NONE | $39,715 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc. | NONE | $29,095 | not reported in the loaded dataset | 2023 |
| Employee W | EMPLOYEE | $26,905 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $21,040 | not reported in the loaded dataset | 2023 |
| Kayne Anderson Capital Advisors Lp | NONE | $15,626 | $0 | 2023 |
| R.M. Cheverie & Associates P.C. | NONE | $10,002 | 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
- Segal Advisors, Inc. — Schedule C compensation
- Reid & Riege P.C. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Employee X — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Entrust Global Partners Ofshore Lp — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- Employee W — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Kayne Anderson Capital Advisors Lp — Schedule C compensation
- R.M. Cheverie & Associates P.C. — Schedule C compensation