Iron Workers Local Union No. 404 Annuity Fund — Form 5500 plan (Iron Workers Local 404)
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 Union No. 404 Annuity Fund is a benefit plan reported by Iron Workers Local 404 under EIN 25-1754959 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,199 participants and $70,915,889 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Workers Local 404
- EIN
- 25-1754959
- Plan number
- 002
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 1,199
- End-of-year plan assets
- $70,915,889
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,199 | H, C | 20250207100823NAL0013028673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,915,889
- Total liabilities (EOY)
- $190,245
- Net assets (EOY)
- $70,725,644
- Net assets (BOY)
- $66,174,127
Income & contributions
- Employer contributions
- $3,039,837
- Total contributions
- $3,044,173
- Total income / additions
- $9,132,929
Expenses & distributions
- Benefits paid
- $4,384,489
- Administrative expenses
- $196,923
- Total expenses
- $4,581,412
- Net increase / (decrease)
- $4,551,517
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance | CONTRACT ADMINISTRATOR | $51,101 | $0 | 2023 |
| Iron Workers Dist. Council Of Phila | CONTRACT ADMINISTRATOR | $49,126 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | ADVISOR | $35,000 | not reported in the loaded dataset | 2023 |
| Cleary, Josem & Trigiani, Llp | NONE | $31,806 | not reported in the loaded dataset | 2023 |
| Fischer Dorwart, P.C. | NONE | $16,750 | not reported in the loaded dataset | 2023 |
| Cohen & Streets | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Jp Morgan | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Manning & Napier | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| T. Rowe Price | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Vanguard | INVESTMENT PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iron Workers Local 404
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Massachusetts Mutual Life Insurance — Schedule C compensation
- Iron Workers Dist. Council Of Phila — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Cleary, Josem & Trigiani, Llp — Schedule C compensation
- Fischer Dorwart, P.C. — Schedule C compensation
- Cohen & Streets — Schedule C compensation
- Jp Morgan — Schedule C compensation
- Manning & Napier — Schedule C compensation
- T. Rowe Price — Schedule C compensation
- Vanguard — Schedule C compensation