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

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 Retiree Supplemental Benefit Plan is a benefit plan reported by Board Of Trustees Of The Iron Workers District Council Of under EIN 16-1550492 and plan number 502. The latest loaded filing year is 2023. The filing reports 152 participants and $2,937,419 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.9MPlan net assets, end of year$2,937,419
Participants152Covered participants reported
Assets / participant$19.3KComputed: assets ÷ participants$19,325 (computed)
Provider compensationNone reported
Plan sponsor
Board Of Trustees Of The Iron Workers District Council Of
EIN
16-1550492
Plan number
502
Plan type
1
Location
Rochester, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023152H20250311103007NAL0017435345001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.9M total assets
Net assets$2.9MLiabilities
Money in vs. money out
Total income / additions$0
Total expenses$312.2K
Benefits paid / distributions$312.2K
Full reported line items

Net assets

Total assets (EOY)
$2,937,419
Net assets (EOY)
$2,937,419
Net assets (BOY)
$2,921,737

Income & contributions

Total income / additions
$0

Expenses & distributions

Benefits paid
$312,226
Total expenses
$312,226
Net increase / (decrease)
-$312,226
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets11%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages