Iron Workers Local 401 Annuity Fund — Form 5500 plan (Board Of Trustees Iron Workers Local 401 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 401 Annuity Fund is a benefit plan reported by Board Of Trustees Iron Workers Local 401 Annuity Fund under EIN 23-2191989 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,103 participants and $129,413,149 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Iron Workers Local 401 Annuity Fund
- EIN
- 23-2191989
- Plan number
- 001
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 2,103
- End-of-year plan assets
- $129,413,149
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,103 | H, C | 20241010080023NAL0020671873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $129,413,149
- Total liabilities (EOY)
- $53,878
- Net assets (EOY)
- $129,359,271
- Net assets (BOY)
- $120,852,212
Income & contributions
- Employer contributions
- $7,770,750
- Total contributions
- $7,775,790
- Total income / additions
- $22,693,664
Expenses & distributions
- Benefits paid
- $13,310,932
- Administrative expenses
- $875,673
- Total expenses
- $14,186,605
- Net increase / (decrease)
- $8,507,059
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Iron Workers Local 401 | LOCAL UNION | $199,525 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $163,879 | not reported in the loaded dataset | 2023 |
| Intercontinentl Enhanced Core Us | NONE | $121,560 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff Capital | NONE | $110,640 | not reported in the loaded dataset | 2023 |
| Eaton Vance | NONE | $77,896 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $69,689 | not reported in the loaded dataset | 2023 |
| Pnc Bank, N.A. | NONE | $30,976 | $0 | 2023 |
| Lazard Asset Management | NONE | $21,096 | not reported in the loaded dataset | 2023 |
| Fischer Dorwart, P.C. | NONE | $19,000 | not reported in the loaded dataset | 2023 |
| Cleary, Josem & Trigiani | NONE | $10,840 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Iron Workers Local 401 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Iron Workers Local 401 — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Intercontinentl Enhanced Core Us — Schedule C compensation
- Atalanta Sosnoff Capital — Schedule C compensation
- Eaton Vance — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Pnc Bank, N.A. — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Fischer Dorwart, P.C. — Schedule C compensation
- Cleary, Josem & Trigiani — Schedule C compensation