Local 309 Wiremans Pension Trust — Form 5500 plan (Board Of Trustees Of Local 309 Wiremans Pension Trust)
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, Local 309 Wiremans Pension Trust is a benefit plan reported by Board Of Trustees Of Local 309 Wiremans Pension Trust under EIN 43-6142137 and plan number 001. The latest loaded filing year is 2023. The filing reports 929 participants and $179,096,520 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 309 Wiremans Pension Trust
- EIN
- 43-6142137
- Plan number
- 001
- Plan type
- 1
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 929
- End-of-year plan assets
- $179,096,520
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 929 | H, C | 20250407221443NAL0017114385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $179,096,520
- Total liabilities (EOY)
- $235,669
- Net assets (EOY)
- $178,860,851
- Net assets (BOY)
- $162,971,058
Income & contributions
- Employer contributions
- $9,841,607
- Total contributions
- $9,841,607
- Total income / additions
- $27,998,060
Expenses & distributions
- Benefits paid
- $11,703,838
- Administrative expenses
- $404,429
- Total expenses
- $12,108,267
- Net increase / (decrease)
- $15,889,793
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ekon Benefits | NONE | $134,000 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $61,620 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber & Helm Lp | NONE | $44,117 | not reported in the loaded dataset | 2023 |
| Schuchat, Cook & Werner | NONE | $33,204 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $26,135 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $25,717 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency, LLC | NONE | $24,109 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 309 Wiremans Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Ekon Benefits — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Anders Minkler Huber & Helm Lp — Schedule C compensation
- Schuchat, Cook & Werner — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Marsh & Mclennan Agency, LLC — Schedule C compensation