Ironworkers Local 549-550 Pension Plan — Form 5500 plan (Ironworkers Local 549-550 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, Ironworkers Local 549-550 Pension Plan is a benefit plan reported by Ironworkers Local 549-550 Pension Plan under EIN 55-6027928 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,620 participants and $207,315,821 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ironworkers Local 549-550 Pension Plan
- EIN
- 55-6027928
- Plan number
- 001
- Plan type
- 1
- Location
- Ona, WV
- Latest filing year
- 2023
- Participants
- 1,620
- End-of-year plan assets
- $207,315,821
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,620 | H, C | 20250114155530NAL0032043024002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $207,315,821
- Total liabilities (EOY)
- $250,018
- Net assets (EOY)
- $207,065,803
- Net assets (BOY)
- $181,542,351
Income & contributions
- Employer contributions
- $10,223,128
- Total contributions
- $10,223,128
- Total income / additions
- $37,835,501
Expenses & distributions
- Benefits paid
- $11,449,611
- Administrative expenses
- $862,438
- Total expenses
- $12,312,049
- Net increase / (decrease)
- $25,523,452
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boyd Waterson | INVESTMENT MANAGER | $144,090 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Company | NONE | $121,095 | $15,088 | 2023 |
| American Benefit Corporation | NONE | $129,953 | not reported in the loaded dataset | 2023 |
| Qualitative Management | NONE | $86,982 | not reported in the loaded dataset | 2023 |
| Alan Biller And Associates | NONE | $55,417 | not reported in the loaded dataset | 2023 |
| Cowden Associates | NONE | $54,848 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $44,679 | not reported in the loaded dataset | 2023 |
| Fidelty Investments | NONE | $41,334 | not reported in the loaded dataset | 2023 |
| Todd And Associates | NONE | $30,969 | not reported in the loaded dataset | 2023 |
| Macala & Piatt, LLC | ATTORNEY | $29,669 | $0 | 2023 |
| Kozocki Hughes Tickerhoof Pllc | NONE | $9,100 | not reported in the loaded dataset | 2023 |
| Ifebp | NONE | $7,139 | not reported in the loaded dataset | 2023 |
| Fifth Third | NONE | $6,427 | not reported in the loaded dataset | 2023 |
| Boston Marriot Copley Place | NONE | $5,662 | not reported in the loaded dataset | 2023 |
| Central Data Services | NONE | $5,404 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ironworkers Local 549-550 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Ona, WV
- Boyd Waterson — Schedule C compensation
- Prudential Insurance Company — Schedule C compensation
- American Benefit Corporation — Schedule C compensation
- Qualitative Management — Schedule C compensation
- Alan Biller And Associates — Schedule C compensation
- Cowden Associates — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Fidelty Investments — Schedule C compensation
- Todd And Associates — Schedule C compensation
- Macala & Piatt, LLC — Schedule C compensation
- Kozocki Hughes Tickerhoof Pllc — Schedule C compensation
- Ifebp — Schedule C compensation
- Fifth Third — Schedule C compensation
- Boston Marriot Copley Place — Schedule C compensation
- Central Data Services — Schedule C compensation