Ironworkers Local #597 Pension Plan — Form 5500 plan (Board Of Trustees Ironworkers Local #597 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 #597 Pension Plan is a benefit plan reported by Board Of Trustees Ironworkers Local #597 Pension Plan under EIN 59-6195918 and plan number 001. The latest loaded filing year is 2023. The filing reports 547 participants and $27,682,304 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ironworkers Local #597 Pension Plan
- EIN
- 59-6195918
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 547
- End-of-year plan assets
- $27,682,304
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 547 | H, C | 20250304123723NAL0013879442001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,682,304
- Total liabilities (EOY)
- $28,620
- Net assets (EOY)
- $27,653,684
- Net assets (BOY)
- $25,535,522
Income & contributions
- Employer contributions
- $1,078,078
- Total contributions
- $1,078,078
- Total income / additions
- $3,924,528
Expenses & distributions
- Benefits paid
- $1,579,896
- Administrative expenses
- $226,470
- Total expenses
- $1,806,366
- Net increase / (decrease)
- $2,118,162
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators | ADMINISTRATION | $48,479 | not reported in the loaded dataset | 2023 |
| Bha Consulting | ACTUARY | $41,898 | not reported in the loaded dataset | 2023 |
| Burgess Chambers & Associates | INVESTMENT ADVISORY | $28,109 | not reported in the loaded dataset | 2023 |
| Cs Mckee & Company | INVESTMENT MANAGEMENT | $18,916 | $0 | 2023 |
| Steven Eisenberg Cpa, P.A. | AUDITOR | $18,177 | not reported in the loaded dataset | 2023 |
| Quinn Conner Weaver Davies & Rucco | ATTORNEY | $14,320 | not reported in the loaded dataset | 2023 |
| Regions Bank | INVESTMENT ADVISORY | $11,379 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ironworkers Local #597 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefit Administrators — Schedule C compensation
- Bha Consulting — Schedule C compensation
- Burgess Chambers & Associates — Schedule C compensation
- Cs Mckee & Company — Schedule C compensation
- Steven Eisenberg Cpa, P.A. — Schedule C compensation
- Quinn Conner Weaver Davies & Rucco — Schedule C compensation
- Regions Bank — Schedule C compensation