Mo-Kan Iron Workers Pension Fund — Form 5500 plan (Joint Board Of Trustees Mo-Kan Iron Workers Pension 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, Mo-Kan Iron Workers Pension Fund is a benefit plan reported by Joint Board Of Trustees Mo-Kan Iron Workers Pension Plan under EIN 43-6130595 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,794 participants and $241,452,815 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Mo-Kan Iron Workers Pension Plan
- EIN
- 43-6130595
- Plan number
- 001
- Plan type
- 1
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 1,794
- End-of-year plan assets
- $241,452,815
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,794 | H, C | 20241104102518NAL0004065107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $241,452,815
- Total liabilities (EOY)
- $455,252
- Net assets (EOY)
- $240,997,563
- Net assets (BOY)
- $233,692,709
Income & contributions
- Employer contributions
- $16,070,111
- Total contributions
- $16,070,111
- Total income / additions
- $28,744,994
Expenses & distributions
- Benefits paid
- $20,556,440
- Administrative expenses
- $883,700
- Total expenses
- $21,440,140
- Net increase / (decrease)
- $7,304,854
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson Mcshane Corporation | NONE | $194,656 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors | NONE | $104,550 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $83,644 | not reported in the loaded dataset | 2023 |
| Commerce Bank | NONE | $74,142 | not reported in the loaded dataset | 2023 |
| Arnold, Newbold, Sollars & Hollins | NONE | $69,144 | not reported in the loaded dataset | 2023 |
| Foundry Partners LLC | NONE | $54,178 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $53,213 | not reported in the loaded dataset | 2023 |
| Construction Benefits Audit Corp | NONE | $35,550 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $32,906 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank N.A. | NONE | $31,500 | $0 | 2023 |
| Ziegler Capital Management, LLC | NONE | $31,060 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber Helm Llp | NONE | $25,760 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Mo-Kan Iron Workers Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Wilson Mcshane Corporation — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- The Segal Company — Schedule C compensation
- Commerce Bank — Schedule C compensation
- Arnold, Newbold, Sollars & Hollins — Schedule C compensation
- Foundry Partners LLC — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Construction Benefits Audit Corp — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Bmo Harris Bank N.A. — Schedule C compensation
- Ziegler Capital Management, LLC — Schedule C compensation
- Anders Minkler Huber Helm Llp — Schedule C compensation