Iron Workers Local 17 Annuity Fund — Form 5500 plan (Board Of Trustees Of Iron Workers Local 17 Annuity 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, Iron Workers Local 17 Annuity Fund is a benefit plan reported by Board Of Trustees Of Iron Workers Local 17 Annuity Fund under EIN 34-1290643 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,478 participants and $88,975,794 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Iron Workers Local 17 Annuity Fund
- EIN
- 34-1290643
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 1,478
- End-of-year plan assets
- $88,975,794
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,478 | H, C | 20250328124845NAL0001108513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,975,794
- Total liabilities (EOY)
- $204,866
- Net assets (EOY)
- $88,770,928
- Net assets (BOY)
- $75,722,896
Income & contributions
- Employer contributions
- $7,705,417
- Total contributions
- $7,725,673
- Total income / additions
- $17,823,904
Expenses & distributions
- Benefits paid
- $4,491,235
- Administrative expenses
- $284,637
- Total expenses
- $4,775,872
- Net increase / (decrease)
- $13,048,032
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $98,259 | $0 | 2023 |
| Solxsys Administrative Solutions | NONE | $57,000 | not reported in the loaded dataset | 2023 |
| Segal Advisors, Inc. | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Local 17 Fringe Benefit Fund | RELATED FUND | $21,455 | not reported in the loaded dataset | 2023 |
| J Schaefer & Company LLC | NONE | $8,500 | not reported in the loaded dataset | 2023 |
| Tucker Arensberg P.C. | NONE | $6,920 | not reported in the loaded dataset | 2023 |
| Pofok Crampton LLC | NONE | $6,119 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Iron Workers Local 17 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Transamerica Retirement Solutions — Schedule C compensation
- Solxsys Administrative Solutions — Schedule C compensation
- Segal Advisors, Inc. — Schedule C compensation
- Local 17 Fringe Benefit Fund — Schedule C compensation
- J Schaefer & Company LLC — Schedule C compensation
- Tucker Arensberg P.C. — Schedule C compensation
- Pofok Crampton LLC — Schedule C compensation
- National Financial Services — Schedule C compensation