Ironworkers Local 380 Retirement And Severance Plan — Form 5500 plan (Ironworkers Local 380 Retirement And Sev 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, Ironworkers Local 380 Retirement And Severance Plan is a benefit plan reported by Ironworkers Local 380 Retirement And Sev Fund under EIN 37-6122834 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,140 participants and $33,555,794 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ironworkers Local 380 Retirement And Sev Fund
- EIN
- 37-6122834
- Plan number
- 001
- Plan type
- 1
- Location
- Urbana, IL
- Latest filing year
- 2023
- Participants
- 1,140
- End-of-year plan assets
- $33,555,794
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,140 | H, C | 20241206130532NAL0006301153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,555,794
- Total liabilities (EOY)
- $61,664
- Net assets (EOY)
- $33,494,130
- Net assets (BOY)
- $30,560,359
Income & contributions
- Employer contributions
- $2,746,650
- Total contributions
- $2,746,650
- Total income / additions
- $6,043,005
Expenses & distributions
- Benefits paid
- $2,908,409
- Administrative expenses
- $200,825
- Total expenses
- $3,109,234
- Net increase / (decrease)
- $2,933,771
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors | NONE | $75,759 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen | NONE | $61,236 | not reported in the loaded dataset | 2023 |
| Macnell Accounting & Consulting,Llp | NONE | $34,225 | not reported in the loaded dataset | 2023 |
| Erisa Services | NONE | $31,076 | not reported in the loaded dataset | 2023 |
| Charles Black | TRUSTEE | $18,898 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Svcs | NONE | $13,951 | $0 | 2023 |
| Ironworkers Local Union 380 | SHARED MEMBERSHIP | $10,399 | not reported in the loaded dataset | 2023 |
| Hunt Insurance Agency, Inc. | NONE | $8,094 | not reported in the loaded dataset | 2023 |
| Jeremy Ochs | TRUSTEE | $6,639 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ironworkers Local 380 Retirement And Sev Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Urbana, IL
- Wells Fargo Advisors — Schedule C compensation
- Cliftonlarsonallen — Schedule C compensation
- Macnell Accounting & Consulting,Llp — Schedule C compensation
- Erisa Services — Schedule C compensation
- Charles Black — Schedule C compensation
- John Hancock Retirement Plan Svcs — Schedule C compensation
- Ironworkers Local Union 380 — Schedule C compensation
- Hunt Insurance Agency, Inc. — Schedule C compensation
- Jeremy Ochs — Schedule C compensation