Iron Workers District Council Of Western New York And Vicinity Supplemental Benefit Plan (Active Participants) — Form 5500 plan (Board Of Trustees Of Iron Workers District Council Of Western)

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 Western New York And Vicinity Supplemental Benefit Plan (Active Participants) is a benefit plan reported by Board Of Trustees Of Iron Workers District Council Of Western under EIN 16-1550492 and plan number 501. The latest loaded filing year is 2023. The filing reports 471 participants and $8,984,166 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Iron Workers District Council Of Western
EIN
16-1550492
Plan number
501
Plan type
1
Location
Rochester, NY
Latest filing year
2023
Participants
471
End-of-year plan assets
$8,984,166

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023471H, C20250311103007NAL0017435345002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,984,166
Total liabilities (EOY)
$3,067,771
Net assets (EOY)
$5,916,395
Net assets (BOY)
$5,706,164

Income & contributions

Employer contributions
$436,949
Total contributions
$436,949
Total income / additions
$1,206,670

Expenses & distributions

Benefits paid
$421,888
Administrative expenses
$246,643
Total expenses
$668,531
Net increase / (decrease)
$538,139

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Iwdc Of Wny & Vicinity Welfare FundAFFILIATED BENEFIT FUND$145,517not reported in the loaded dataset2023
Manning & Napier Advisors, LLCNONE$34,296$02023
Arcara Lenda Eusanio & Stacey CpasNONE$28,877$1182023
Blitman & King LlpNONE$16,872$1552023

Related Form 5500 pages