Iron Workers Of Western Pa Welfare Plan — Form 5500 plan (Board Of Trustees Iron Workers Welfare Plan Of Western Pa)
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 Of Western Pa Welfare Plan is a benefit plan reported by Board Of Trustees Iron Workers Welfare Plan Of Western Pa under EIN 25-6181473 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,359 participants and $61,761,645 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Iron Workers Welfare Plan Of Western Pa
- EIN
- 25-6181473
- Plan number
- 501
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 1,359
- End-of-year plan assets
- $61,761,645
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,359 | H, C | 20240913122605NAL0005069603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,761,645
- Total liabilities (EOY)
- $2,089,123
- Net assets (EOY)
- $59,672,522
- Net assets (BOY)
- $54,028,110
Income & contributions
- Employer contributions
- $24,378,084
- Participant contributions
- $824,556
- Total contributions
- $25,202,640
- Total income / additions
- $30,431,612
Expenses & distributions
- Benefits paid
- $23,978,819
- Administrative expenses
- $808,381
- Total expenses
- $24,787,200
- Net increase / (decrease)
- $5,644,412
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company | NONE | $110,000 | not reported in the loaded dataset | 2023 |
| Tucker Arensberg, Et Al | NONE | $35,998 | not reported in the loaded dataset | 2023 |
| Diclaudio & Kramer, LLC | NONE | $28,500 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company, LLC | NONE | $18,598 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott | NONE | $18,024 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $14,583 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $13,750 | not reported in the loaded dataset | 2023 |
| Investors Diversified Realty, LLC | NONE | $11,005 | not reported in the loaded dataset | 2023 |
| Allan Bates & Associates | NONE | $10,217 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $9,311 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Iron Workers Welfare Plan Of Western Pa
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- The Segal Company — Schedule C compensation
- Tucker Arensberg, Et Al — Schedule C compensation
- Diclaudio & Kramer, LLC — Schedule C compensation
- Loomis Sayles Trust Company, LLC — Schedule C compensation
- Meyer, Unkovic & Scott — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Investors Diversified Realty, LLC — Schedule C compensation
- Allan Bates & Associates — Schedule C compensation
- State Street Global Advisors — Schedule C compensation