Mo-Kan Iron Workers Annuity Fund — Form 5500 plan (Joint Board Of Trustees Mo-Kan Iron Workers Annuity 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 Annuity Fund is a benefit plan reported by Joint Board Of Trustees Mo-Kan Iron Workers Annuity Plan under EIN 43-6130595 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,061 participants and $217,412,416 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 Annuity Plan
- EIN
- 43-6130595
- Plan number
- 002
- Plan type
- 1
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 2,061
- End-of-year plan assets
- $217,412,416
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,061 | H, C | 20241105093954NAL0007670417003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $217,412,416
- Net assets (EOY)
- $217,412,416
- Net assets (BOY)
- $203,793,840
Income & contributions
- Employer contributions
- $14,349,836
- Total contributions
- $14,349,836
- Total income / additions
- $27,588,531
Expenses & distributions
- Benefits paid
- $13,566,304
- Administrative expenses
- $403,651
- Total expenses
- $13,969,955
- Net increase / (decrease)
- $13,618,576
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Servic | NONE | $136,587 | $0 | 2023 |
| Fiducient Advisors | NONE | $79,500 | not reported in the loaded dataset | 2023 |
| Construction Benefits Audit Corpora | NONE | $30,231 | not reported in the loaded dataset | 2023 |
| Wilson-Mcshane Corporation | NONE | $29,402 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber Helm Llp | NONE | $21,960 | not reported in the loaded dataset | 2023 |
| Arnold, Newbold, Sollars & Hollins | NONE | $20,176 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $8,498 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Mo-Kan Iron Workers Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- John Hancock Retirement Plan Servic — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- Construction Benefits Audit Corpora — Schedule C compensation
- Wilson-Mcshane Corporation — Schedule C compensation
- Anders Minkler Huber Helm Llp — Schedule C compensation
- Arnold, Newbold, Sollars & Hollins — Schedule C compensation
- The Segal Company — Schedule C compensation