Iron Workers Trust Fund Local No. 5 Washington, Dc, Welfare Fund — Form 5500 plan (Board Of Trustees, Iron Workers Trust Fund Local No. 5)
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 Trust Fund Local No. 5 Washington, Dc, Welfare Fund is a benefit plan reported by Board Of Trustees, Iron Workers Trust Fund Local No. 5 under EIN 52-6057762 and plan number 501. The latest loaded filing year is 2023. The filing reports 922 participants and $58,209,992 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Iron Workers Trust Fund Local No. 5
- EIN
- 52-6057762
- Plan number
- 501
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 922
- End-of-year plan assets
- $58,209,992
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 922 | H, C | 20250415212503NAL0004051217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,209,992
- Total liabilities (EOY)
- $9,997,841
- Net assets (EOY)
- $48,212,151
- Net assets (BOY)
- $42,910,124
Income & contributions
- Employer contributions
- $12,646,768
- Participant contributions
- $668,631
- Total contributions
- $13,315,399
- Total income / additions
- $16,550,818
Expenses & distributions
- Benefits paid
- $10,440,758
- Administrative expenses
- $808,033
- Total expenses
- $11,248,791
- Net increase / (decrease)
- $5,302,027
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wpas, Inc. | NONE | $592,846 | not reported in the loaded dataset | 2023 |
| Carefirst Of Maryland, Inc. | NONE | $89,368 | $0 | 2023 |
| American Health Holding Inc | NONE | $72,111 | not reported in the loaded dataset | 2023 |
| Bha Consulting LLC | NONE | $64,653 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue Llp | NONE | $61,222 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $37,100 | not reported in the loaded dataset | 2023 |
| Alaffia Technology Solutions | NONE | $18,581 | not reported in the loaded dataset | 2023 |
| Schulthesis And Planettieri | NONE | $17,842 | not reported in the loaded dataset | 2023 |
| Change Healthcare Solutions, LLC | NONE | $17,022 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $15,625 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $9,138 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $5,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Iron Workers Trust Fund Local No. 5
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Wpas, Inc. — Schedule C compensation
- Carefirst Of Maryland, Inc. — Schedule C compensation
- American Health Holding Inc — Schedule C compensation
- Bha Consulting LLC — Schedule C compensation
- O'Donoghue & O'Donoghue Llp — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Alaffia Technology Solutions — Schedule C compensation
- Schulthesis And Planettieri — Schedule C compensation
- Change Healthcare Solutions, LLC — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Bank Of America — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation