Twin City Ironworkers Health & Welfare Fund — Form 5500 plan (Board Of Trustees Of Twin City Ironworkers Health & Welfare Plan)

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, Twin City Ironworkers Health & Welfare Fund is a benefit plan reported by Board Of Trustees Of Twin City Ironworkers Health & Welfare Plan under EIN 41-6023463 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,893 participants and $37,336,182 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Twin City Ironworkers Health & Welfare Plan
EIN
41-6023463
Plan number
501
Plan type
1
Location
Bloomington, MN
Latest filing year
2023
Participants
1,893
End-of-year plan assets
$37,336,182

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,893H, C20240828151529NAL0022234496001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,336,182
Total liabilities (EOY)
$3,554,864
Net assets (EOY)
$33,781,318
Net assets (BOY)
$29,026,969

Income & contributions

Employer contributions
$25,262,642
Participant contributions
$2,997,002
Total contributions
$28,259,644
Total income / additions
$31,005,243

Expenses & distributions

Benefits paid
$24,880,910
Administrative expenses
$1,369,984
Total expenses
$26,250,894
Net increase / (decrease)
$4,754,349

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wilson-Mcshane CorporationNONE$563,752not reported in the loaded dataset2023
Bluelink Tpa Bc/Bs Of MnNONE$401,585$30,0092023
The Segal CompanyNONE$159,289not reported in the loaded dataset2023
Shumaker, Loop & Kendrick, Llp.NONE$64,034not reported in the loaded dataset2023
StratacorNONE$47,503not reported in the loaded dataset2023
Cliftonlarsonallen LlpNONE$38,000not reported in the loaded dataset2023
Sav-RxNONE$18,734not reported in the loaded dataset2023
Longfellow Investment ManagementNONE$14,414not reported in the loaded dataset2023
Mcgrann Shea Carnival Straughn & LaNONE$13,973not reported in the loaded dataset2023
Meketa Investment GroupNONE$13,750$02023
St. Croix PressNONE$11,433not reported in the loaded dataset2023
Us BankNONE$10,000$02023
Team CorporationNONE$9,051not reported in the loaded dataset2023
U.S. BankNONE$7,185not reported in the loaded dataset2023

Related Form 5500 pages