Ironworkers 568 Retirement Plan — Form 5500 plan (The Board Of Trustees Of The Ironworkers 568 Retirement Plan)
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, Ironworkers 568 Retirement Plan is a benefit plan reported by The Board Of Trustees Of The Ironworkers 568 Retirement Plan under EIN 32-0124306 and plan number 002. The latest loaded filing year is 2023. The filing reports 142 participants and $8,830,406 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Board Of Trustees Of The Ironworkers 568 Retirement Plan
- EIN
- 32-0124306
- Plan number
- 002
- Plan type
- 1
- Location
- Cumberland, MD
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $8,830,406
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20240819170013NAL0001697009004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,830,406
- Net assets (EOY)
- $8,830,406
- Net assets (BOY)
- $7,551,162
Income & contributions
- Employer contributions
- $652,055
- Total contributions
- $652,055
- Total income / additions
- $1,824,202
Expenses & distributions
- Benefits paid
- $360,217
- Administrative expenses
- $184,741
- Total expenses
- $544,958
- Net increase / (decrease)
- $1,279,244
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Joint Board Of Trustees For Iw L568 | EMPLOYEE ORGANIZATION | $68,912 | not reported in the loaded dataset | 2023 |
| Bolton Partners, Inc. | NONE | $45,184 | not reported in the loaded dataset | 2023 |
| Batoff Associates, P.A. | NONE | $28,381 | not reported in the loaded dataset | 2023 |
| Turnbull, Hoover And Kahl, P.A. | NONE | $22,560 | not reported in the loaded dataset | 2023 |
| Standard Valuation | NONE | $8,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Board Of Trustees Of The Ironworkers 568 Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Cumberland, MD
- Joint Board Of Trustees For Iw L568 — Schedule C compensation
- Bolton Partners, Inc. — Schedule C compensation
- Batoff Associates, P.A. — Schedule C compensation
- Turnbull, Hoover And Kahl, P.A. — Schedule C compensation
- Standard Valuation — Schedule C compensation