Iron Workers Local 395 Annuity Fund — Form 5500 plan (Board Of Trustees Of Iron Workers Local 395 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 395 Annuity Fund is a benefit plan reported by Board Of Trustees Of Iron Workers Local 395 Annuity Fund under EIN 35-1959984 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,007 participants and $61,957,543 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Iron Workers Local 395 Annuity Fund
- EIN
- 35-1959984
- Plan number
- 001
- Plan type
- 1
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 1,007
- End-of-year plan assets
- $61,957,543
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,007 | H, C | 20240724100631NAL0020091648001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,957,543
- Total liabilities (EOY)
- $157,399
- Net assets (EOY)
- $61,800,144
- Net assets (BOY)
- $51,650,707
Income & contributions
- Employer contributions
- $6,642,956
- Total contributions
- $6,642,956
- Total income / additions
- $15,171,504
Expenses & distributions
- Benefits paid
- $4,752,013
- Administrative expenses
- $270,054
- Total expenses
- $5,022,067
- Net increase / (decrease)
- $10,149,437
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $125,752 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | NONE | $57,500 | not reported in the loaded dataset | 2023 |
| Asher, Gittler & D'Alba, Ltd. | NONE | $29,262 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $26,940 | $0 | 2023 |
| Legacy Professionals Llp | NONE | $18,023 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, N.A. | NONE | $2,211 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Iron Workers Local 395 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Zenith American Solutions — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Asher, Gittler & D'Alba, Ltd. — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation