Iowa Builders Retirement Plan — Form 5500 plan (Executive Board Of The Iowa Builders Retirement 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, Iowa Builders Retirement Plan is a benefit plan reported by Executive Board Of The Iowa Builders Retirement Plan under EIN 42-6135556 and plan number 001. The latest loaded filing year is 2023. The filing reports 877 participants and $65,935,672 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Executive Board Of The Iowa Builders Retirement Plan
- EIN
- 42-6135556
- Plan number
- 001
- Plan type
- 1
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- 877
- End-of-year plan assets
- $65,935,672
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 877 | H, C | 20250108132606NAL0006011491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,935,672
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,935,672
- Net assets (BOY)
- $56,877,928
Income & contributions
- Employer contributions
- $2,362,865
- Total contributions
- $2,362,865
- Total income / additions
- $10,563,512
Expenses & distributions
- Benefits paid
- $1,277,727
- Administrative expenses
- $228,041
- Total expenses
- $1,505,768
- Net increase / (decrease)
- $9,057,744
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RETAINED BY CLIENT | $72,771 | $0 | 2023 |
| Fiducient Advisors LLC | RETAINED BY CLIENT | $47,500 | not reported in the loaded dataset | 2023 |
| Auxiant | RETAINED BY CLIENT | $47,459 | not reported in the loaded dataset | 2023 |
| Employee Fringes Audit Company | RETAINED BY CLIENT | $11,900 | not reported in the loaded dataset | 2023 |
| Uhy, Llp | RETAINED BY CLIENT | $10,250 | not reported in the loaded dataset | 2023 |
| Wagner Law Firm | RETAINED BY CLIENT | $6,744 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Executive Board Of The Iowa Builders Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Cedar Rapids, IA
- John Hancock — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Auxiant — Schedule C compensation
- Employee Fringes Audit Company — Schedule C compensation
- Uhy, Llp — Schedule C compensation
- Wagner Law Firm — Schedule C compensation