Miami Ironworkers Local #272 Pension Trust Fund — Form 5500 plan (Trustees Of Miami Ironworkers Local #272 Pension 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, Miami Ironworkers Local #272 Pension Trust Fund is a benefit plan reported by Trustees Of Miami Ironworkers Local #272 Pension Trust Fund under EIN 59-6486074 and plan number 015. The latest loaded filing year is 2023. The filing reports 1,362 participants and $85,619,709 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Miami Ironworkers Local #272 Pension Trust Fund
- EIN
- 59-6486074
- Plan number
- 015
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 1,362
- End-of-year plan assets
- $85,619,709
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,362 | H, C | 20250724160302NAL0005074097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,619,709
- Total liabilities (EOY)
- $97,640
- Net assets (EOY)
- $85,522,069
- Net assets (BOY)
- $73,484,278
Income & contributions
- Employer contributions
- $4,343,409
- Total contributions
- $4,343,409
- Total income / additions
- $17,232,013
Expenses & distributions
- Benefits paid
- $4,461,823
- Administrative expenses
- $732,399
- Total expenses
- $5,194,222
- Net increase / (decrease)
- $12,037,791
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT ADVISORY | $356,619 | $0 | 2023 |
| National Employee Benefit Admin | CONTRACT ADMINISTRATION | $133,550 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Service | ACTUARIAL | $54,158 | not reported in the loaded dataset | 2023 |
| Steven D. Eisenberg Cpa, Pa | AUDITOR | $26,473 | not reported in the loaded dataset | 2023 |
| Cap Trust Advisors | INVESTMENT ADVISORY | $25,335 | not reported in the loaded dataset | 2023 |
| W. Eric Venable P.A. | ATTORNEY | $23,849 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Co | INVESTMENT MANAGEMENT | $18,951 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Miami Ironworkers Local #272 Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- Morgan Stanley Smith Barney — Schedule C compensation
- National Employee Benefit Admin — Schedule C compensation
- Horizon Actuarial Service — Schedule C compensation
- Steven D. Eisenberg Cpa, Pa — Schedule C compensation
- Cap Trust Advisors — Schedule C compensation
- W. Eric Venable P.A. — Schedule C compensation
- Union Labor Life Insurance Co — Schedule C compensation