Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund — Form 5500 plan (Trustees Of Iron Wkers' Mid-America Supplemental)
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' Mid-America Supplemental Monthly Annuity (Sma) Fund is a benefit plan reported by Trustees Of Iron Wkers' Mid-America Supplemental under EIN 36-4108124 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,687 participants and $689,396,604 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Iron Wkers' Mid-America Supplemental
- EIN
- 36-4108124
- Plan number
- 002
- Plan type
- 1
- Location
- Lansing, IL
- Latest filing year
- 2023
- Participants
- 6,687
- End-of-year plan assets
- $689,396,604
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,687 | H, C | 20240617140741NAL0002107456001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $689,396,604
- Total liabilities (EOY)
- $2,868,261
- Net assets (EOY)
- $686,528,343
- Net assets (BOY)
- $583,309,268
Income & contributions
- Employer contributions
- $36,485,225
- Total contributions
- $36,577,460
- Total income / additions
- $136,731,105
Expenses & distributions
- Benefits paid
- $31,905,430
- Administrative expenses
- $1,606,600
- Total expenses
- $33,512,030
- Net increase / (decrease)
- $103,219,075
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | NONE | $262,004 | $0 | 2023 |
| Legacy Professionals Llp | NONE | $114,520 | not reported in the loaded dataset | 2023 |
| P. E. Flasch | EMPLOYEE | $96,393 | not reported in the loaded dataset | 2023 |
| L. Gillund | EMPLOYEE | $86,456 | not reported in the loaded dataset | 2023 |
| Baum Sigman Auerbach & Neuman Ltd | NONE | $82,462 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | NONE | $75,521 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies, LLC | NONE | $68,632 | not reported in the loaded dataset | 2023 |
| S. Monahan | EMPLOYEE | $62,193 | not reported in the loaded dataset | 2023 |
| K. Williamson | EMPLOYEE | $58,924 | not reported in the loaded dataset | 2023 |
| E. Ferree | EMPLOYEE | $56,741 | not reported in the loaded dataset | 2023 |
| R. Tripamer | EMPLOYEE | $46,731 | not reported in the loaded dataset | 2023 |
| J. P. Burke | EMPLOYEE | $46,438 | not reported in the loaded dataset | 2023 |
| J. Faught | EMPLOYEE | $43,955 | not reported in the loaded dataset | 2023 |
| A. Reyes | EMPLOYEE | $43,947 | not reported in the loaded dataset | 2023 |
| A. Herrndobler | EMPLOYEE | $43,818 | not reported in the loaded dataset | 2023 |
| T. Johnson | EMPLOYEE | $43,586 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $31,831 | not reported in the loaded dataset | 2023 |
| Datamation | NONE | $7,882 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Iron Wkers' Mid-America Supplemental
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Lansing, IL
- John Hancock — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- P. E. Flasch — Schedule C compensation
- L. Gillund — Schedule C compensation
- Baum Sigman Auerbach & Neuman Ltd — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Bridgeway Benefit Technologies, LLC — Schedule C compensation
- S. Monahan — Schedule C compensation
- K. Williamson — Schedule C compensation
- E. Ferree — Schedule C compensation
- R. Tripamer — Schedule C compensation
- J. P. Burke — Schedule C compensation
- J. Faught — Schedule C compensation
- A. Reyes — Schedule C compensation
- A. Herrndobler — Schedule C compensation
- T. Johnson — Schedule C compensation
- The Segal Company — Schedule C compensation
- Datamation — Schedule C compensation