Atlanta Ironworkers Local #387 Pension Plan — Form 5500 plan (Board Of Trustees Atlanta Ironworkers Local 387 Pension Pl)
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, Atlanta Ironworkers Local #387 Pension Plan is a benefit plan reported by Board Of Trustees Atlanta Ironworkers Local 387 Pension Pl under EIN 58-6051152 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,427 participants and $128,764,852 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Atlanta Ironworkers Local 387 Pension Pl
- EIN
- 58-6051152
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,427
- End-of-year plan assets
- $128,764,852
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,427 | H, C | 20250306200533NAL0006617747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $128,764,852
- Total liabilities (EOY)
- $2,648,142
- Net assets (EOY)
- $126,116,710
- Net assets (BOY)
- $121,609,482
Income & contributions
- Employer contributions
- $5,584,910
- Total contributions
- $5,584,910
- Total income / additions
- $15,364,852
Expenses & distributions
- Benefits paid
- $10,053,440
- Administrative expenses
- $804,184
- Total expenses
- $10,857,624
- Net increase / (decrease)
- $4,507,228
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Chevy Chase | INVESTMENT MANAGEMENT | $128,605 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management LLC | INVESTMENT MANAGEMENT | $91,489 | $0 | 2023 |
| Bha Consulting | ACTUARIAL | $80,852 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators Inc | CONTRACT ADMINISTRATION | $66,892 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors | INVESTMENT MANAGEMENT | $61,050 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | INVESTMENT MANAGEMENT | $57,726 | $0 | 2023 |
| Intercontinental Real Estate Corpor | INVESTMENT MANAGEMENT | $56,447 | not reported in the loaded dataset | 2023 |
| Fred Alger Management | INVESTMENT MANAGEMENT | $54,393 | not reported in the loaded dataset | 2023 |
| Investment Performance Service | INVESTMENT ADVISORY | $50,000 | not reported in the loaded dataset | 2023 |
| Steven D Eisenberg Cpa,Pa | AUDITOR | $26,317 | not reported in the loaded dataset | 2023 |
| Quinn Connor Weaver Davies Rouco L | ATTORNEY | $20,081 | not reported in the loaded dataset | 2023 |
| Us Bank | CUSTODIAL | $8,105 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Atlanta Ironworkers Local 387 Pension Pl
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Chevy Chase — Schedule C compensation
- Wedge Capital Management LLC — Schedule C compensation
- Bha Consulting — Schedule C compensation
- Southern Benefit Administrators Inc — Schedule C compensation
- Great Lakes Advisors — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Intercontinental Real Estate Corpor — Schedule C compensation
- Fred Alger Management — Schedule C compensation
- Investment Performance Service — Schedule C compensation
- Steven D Eisenberg Cpa,Pa — Schedule C compensation
- Quinn Connor Weaver Davies Rouco L — Schedule C compensation
- Us Bank — Schedule C compensation