Shopmen Iron Workers Welfare Plan Of Philadelphia & Vicinity — Form 5500 plan (Shopmen Iron Workers Welfare Plan Of Philadelphia & Vicinity)
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, Shopmen Iron Workers Welfare Plan Of Philadelphia & Vicinity is a benefit plan reported by Shopmen Iron Workers Welfare Plan Of Philadelphia & Vicinity under EIN 23-6294355 and plan number 501. The latest loaded filing year is 2023. The filing reports 127 participants and $4,112,952 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shopmen Iron Workers Welfare Plan Of Philadelphia & Vicinity
- EIN
- 23-6294355
- Plan number
- 501
- Plan type
- 1
- Location
- Limerick, PA
- Latest filing year
- 2023
- Participants
- 127
- End-of-year plan assets
- $4,112,952
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 127 | H, C | 20241011093310NAL0010773299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,112,952
- Total liabilities (EOY)
- $34,823
- Net assets (EOY)
- $4,078,129
- Net assets (BOY)
- $3,887,743
Income & contributions
- Employer contributions
- $2,457,047
- Participant contributions
- $36,787
- Total contributions
- $2,507,284
- Total income / additions
- $2,858,635
Expenses & distributions
- Benefits paid
- $2,427,759
- Administrative expenses
- $240,490
- Total expenses
- $2,668,249
- Net increase / (decrease)
- $190,386
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company | NONE | $38,000 | not reported in the loaded dataset | 2023 |
| Doreen Friel | EMPLOYEE | $31,850 | not reported in the loaded dataset | 2023 |
| Fischer Dorwart, P.C. | NONE | $19,000 | not reported in the loaded dataset | 2023 |
| Graystone Consulting Morgan Stanley | NONE | $16,202 | $0 | 2023 |
| Cigna | NONE | $6,714 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shopmen Iron Workers Welfare Plan Of Philadelphia & Vicinity
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Limerick, PA
- The Segal Company — Schedule C compensation
- Doreen Friel — Schedule C compensation
- Fischer Dorwart, P.C. — Schedule C compensation
- Graystone Consulting Morgan Stanley — Schedule C compensation
- Cigna — Schedule C compensation