Shopmen'S Iron Workers Health And Welfare Trust Fund — Form 5500 plan (Joint Board Of Trustees, Shopmen'S Ironworkers Health Trust 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, Shopmen'S Iron Workers Health And Welfare Trust Fund is a benefit plan reported by Joint Board Of Trustees, Shopmen'S Ironworkers Health Trust Fund under EIN 23-7252041 and plan number 501. The latest loaded filing year is 2023. The filing reports 442 participants and $3,553,671 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees, Shopmen'S Ironworkers Health Trust Fund
- EIN
- 23-7252041
- Plan number
- 501
- Plan type
- 1
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 442
- End-of-year plan assets
- $3,553,671
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 442 | H, C | 20250207080201NAL0022648128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,553,671
- Total liabilities (EOY)
- $669,723
- Net assets (EOY)
- $2,883,948
- Net assets (BOY)
- $3,030,601
Income & contributions
- Employer contributions
- $6,019,149
- Participant contributions
- $920,486
- Total contributions
- $6,945,653
- Total income / additions
- $7,175,970
Expenses & distributions
- Benefits paid
- $7,133,947
- Administrative expenses
- $188,676
- Total expenses
- $7,322,623
- Net increase / (decrease)
- -$146,653
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rael And Letson | NONE | $46,260 | not reported in the loaded dataset | 2023 |
| Ironworkers Employees Benefit Corp | NONE | $38,620 | not reported in the loaded dataset | 2023 |
| Mc Menomy & Associates Cpas Llp | NONE | $16,800 | not reported in the loaded dataset | 2023 |
| Strategic Capital Invest Advisors | NONE | $16,090 | not reported in the loaded dataset | 2023 |
| Kraw Law Group | NONE | $14,472 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $8,420 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees, Shopmen'S Ironworkers Health Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pasadena, CA
- Rael And Letson — Schedule C compensation
- Ironworkers Employees Benefit Corp — Schedule C compensation
- Mc Menomy & Associates Cpas Llp — Schedule C compensation
- Strategic Capital Invest Advisors — Schedule C compensation
- Kraw Law Group — Schedule C compensation
- U.S. Bank — Schedule C compensation