Ironworkers Local No 55 Profit Sharing Annuity Plan And Trust Fund — Form 5500 plan (Board Of Trustees Ironworkers Lu No 55 Profit Sharing)
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 Local No 55 Profit Sharing Annuity Plan And Trust Fund is a benefit plan reported by Board Of Trustees Ironworkers Lu No 55 Profit Sharing under EIN 34-1622509 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,174 participants and $68,009,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ironworkers Lu No 55 Profit Sharing
- EIN
- 34-1622509
- Plan number
- 001
- Plan type
- 1
- Location
- Holland, OH
- Latest filing year
- 2023
- Participants
- 1,174
- End-of-year plan assets
- $68,009,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,174 | H, C | 20250407065149NAL0024933936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,009,221
- Total liabilities (EOY)
- $22,526
- Net assets (EOY)
- $67,986,695
- Net assets (BOY)
- $55,089,547
Income & contributions
- Employer contributions
- $6,195,421
- Participant contributions
- $337,751
- Total contributions
- $6,537,078
- Total income / additions
- $15,106,966
Expenses & distributions
- Benefits paid
- $1,969,878
- Administrative expenses
- $239,940
- Total expenses
- $2,209,818
- Net increase / (decrease)
- $12,897,148
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Ohio Administrators | NONE | $83,292 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $28,000 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan | NONE | $27,768 | not reported in the loaded dataset | 2023 |
| Allotta And Farley Co. Lpa | NONE | $25,044 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co. | NONE | $11,000 | not reported in the loaded dataset | 2023 |
| Huntington Insurance | NONE | $9,523 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ironworkers Lu No 55 Profit Sharing
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Holland, OH
- Northwestern Ohio Administrators — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- John Hancock Retirement Plan — Schedule C compensation
- Allotta And Farley Co. Lpa — Schedule C compensation
- Clark, Schaefer, Hackett & Co. — Schedule C compensation
- Huntington Insurance — Schedule C compensation