Iron Workers Local 399 Annuity Fund — Form 5500 plan (Iron Workers Local 399 Annuity Fund)
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 Local 399 Annuity Fund is a benefit plan reported by Iron Workers Local 399 Annuity Fund under EIN 22-2563067 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,830 participants and $122,281,050 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Workers Local 399 Annuity Fund
- EIN
- 22-2563067
- Plan number
- 001
- Plan type
- 1
- Location
- Hammonton, NJ
- Latest filing year
- 2023
- Participants
- 2,830
- End-of-year plan assets
- $122,281,050
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,830 | H, C | 20250402083926NAL0013995104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $122,281,050
- Total liabilities (EOY)
- $309,620
- Net assets (EOY)
- $121,971,430
- Net assets (BOY)
- $116,403,121
Income & contributions
- Employer contributions
- $5,905,485
- Total contributions
- $6,038,002
- Total income / additions
- $17,512,323
Expenses & distributions
- Benefits paid
- $11,222,198
- Administrative expenses
- $721,816
- Total expenses
- $11,944,014
- Net increase / (decrease)
- $5,568,309
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Michele Foy | EMPLOYEE | $120,053 | not reported in the loaded dataset | 2023 |
| Emilia Mattson | NONE | $112,044 | not reported in the loaded dataset | 2023 |
| Anita Sakowski | NONE | $91,284 | not reported in the loaded dataset | 2023 |
| Benefit Plan Administrators, Inc. | NONE | $74,095 | $0 | 2023 |
| Cleary, Josem & Trigiani, Llp | NONE | $18,301 | not reported in the loaded dataset | 2023 |
| Guy Biscardi | NONE | $16,431 | not reported in the loaded dataset | 2023 |
| Fischer Dorwart, P.C. | NONE | $16,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iron Workers Local 399 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hammonton, NJ
- Michele Foy — Schedule C compensation
- Emilia Mattson — Schedule C compensation
- Anita Sakowski — Schedule C compensation
- Benefit Plan Administrators, Inc. — Schedule C compensation
- Cleary, Josem & Trigiani, Llp — Schedule C compensation
- Guy Biscardi — Schedule C compensation
- Fischer Dorwart, P.C. — Schedule C compensation