Iron Workers Local No. 67 Defined Contribution Fund — Form 5500 plan (Iron Workers Local No. 67 Defined Contribution 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 No. 67 Defined Contribution Fund is a benefit plan reported by Iron Workers Local No. 67 Defined Contribution Fund under EIN 42-6585596 and plan number 002. The latest loaded filing year is 2023. The filing reports 914 participants and $38,252,919 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Workers Local No. 67 Defined Contribution Fund
- EIN
- 42-6585596
- Plan number
- 002
- Plan type
- 1
- Location
- Des Moines, IA
- Latest filing year
- 2023
- Participants
- 914
- End-of-year plan assets
- $38,252,919
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 914 | H, C | 20250415161509NAL0006769394002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,252,919
- Total liabilities (EOY)
- $78,505
- Net assets (EOY)
- $38,174,414
- Net assets (BOY)
- $31,810,707
Income & contributions
- Employer contributions
- $2,129,581
- Total contributions
- $2,129,581
- Total income / additions
- $8,941,033
Expenses & distributions
- Benefits paid
- $2,445,620
- Administrative expenses
- $131,706
- Total expenses
- $2,577,326
- Net increase / (decrease)
- $6,363,707
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Melissa Bailey | not reported in the loaded dataset | $31,212 | not reported in the loaded dataset | 2023 |
| Deboer & Associates, Pc | not reported in the loaded dataset | $21,542 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | not reported in the loaded dataset | $15,680 | not reported in the loaded dataset | 2023 |
| Principal Financial Group | CONTRACT ADMINISTRATOR | $9,851 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iron Workers Local No. 67 Defined Contribution Fund
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Des Moines, IA
- Melissa Bailey — Schedule C compensation
- Deboer & Associates, Pc — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Principal Financial Group — Schedule C compensation