Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund — Form 5500 plan (Bridge, Structural & Ornamental Ironworkers Local 207 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, Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund is a benefit plan reported by Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund under EIN 34-1372820 and plan number 002. The latest loaded filing year is 2023. The filing reports 444 participants and $62,759,119 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund
- EIN
- 34-1372820
- Plan number
- 002
- Plan type
- 1
- Location
- Boardman, OH
- Latest filing year
- 2023
- Participants
- 444
- End-of-year plan assets
- $62,759,119
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 444 | H, C | 20241010133006NAL0020145953002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,759,119
- Total liabilities (EOY)
- $121,533
- Net assets (EOY)
- $62,637,586
- Net assets (BOY)
- $52,534,827
Income & contributions
- Employer contributions
- $3,172,502
- Total contributions
- $3,172,502
- Total income / additions
- $12,405,575
Expenses & distributions
- Benefits paid
- $2,171,601
- Administrative expenses
- $131,215
- Total expenses
- $2,302,816
- Net increase / (decrease)
- $10,102,759
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ironworkers Local 207 Pension Fund | EXPENSE REIMBURSEMENT | $72,677 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | INVESTMENT MANAGEMENT | $22,305 | not reported in the loaded dataset | 2023 |
| Yurchyk & Davis Cpa'S, Inc. | AUDITOR | $12,207 | not reported in the loaded dataset | 2023 |
| Macala & Piatt, LLC | ATTORNEY | $6,713 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Boardman, OH
- Ironworkers Local 207 Pension Fund — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Yurchyk & Davis Cpa'S, Inc. — Schedule C compensation
- Macala & Piatt, LLC — Schedule C compensation