Greater South Florida Ironworkers Annuity Trust Fu — Form 5500 plan (Trustees Of Ironworkers Local Union No. 402 Annuity Trust 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, Greater South Florida Ironworkers Annuity Trust Fu is a benefit plan reported by Trustees Of Ironworkers Local Union No. 402 Annuity Trust Fund under EIN 54-2189207 and plan number 001. The latest loaded filing year is 2023. The filing reports 737 participants and $9,179,922 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ironworkers Local Union No. 402 Annuity Trust Fund
- EIN
- 54-2189207
- Plan number
- 001
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 737
- End-of-year plan assets
- $9,179,922
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 737 | H, C | 20250402143948NAL0009881617002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,179,922
- Total liabilities (EOY)
- $14,073
- Net assets (EOY)
- $9,165,849
- Net assets (BOY)
- $7,164,841
Income & contributions
- Employer contributions
- $1,923,492
- Total contributions
- $1,923,492
- Total income / additions
- $2,671,808
Expenses & distributions
- Benefits paid
- $574,317
- Administrative expenses
- $96,483
- Total expenses
- $670,800
- Net increase / (decrease)
- $2,001,008
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | CONTRACT ADMINISTRATION | $40,482 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | INVESTMENT MANAGEMENT | $24,172 | not reported in the loaded dataset | 2023 |
| Steven D Eisenberg Cpa, Pa | AUDITOR | $10,831 | not reported in the loaded dataset | 2023 |
| National Employee Benefit Administr | COLLECTION AGENT | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ironworkers Local Union No. 402 Annuity Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Zenith American Solutions — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Steven D Eisenberg Cpa, Pa — Schedule C compensation
- National Employee Benefit Administr — Schedule C compensation