Iron Workers Local #397 Annuity Fund — Form 5500 plan (Trustees Of Iron Workers Local #397 Annuity 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, Iron Workers Local #397 Annuity Fund is a benefit plan reported by Trustees Of Iron Workers Local #397 Annuity Fund under EIN 59-7139874 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,596 participants and $30,634,282 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Iron Workers Local #397 Annuity Fund
- EIN
- 59-7139874
- Plan number
- 002
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,596
- End-of-year plan assets
- $30,634,282
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,596 | H, C | 20250409113625NAL0012160835002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,634,282
- Net assets (EOY)
- $30,634,282
- Net assets (BOY)
- $28,317,696
Income & contributions
- Employer contributions
- $2,068,631
- Total contributions
- $2,068,631
- Total income / additions
- $5,079,646
Expenses & distributions
- Benefits paid
- $2,661,025
- Administrative expenses
- $102,035
- Total expenses
- $2,763,060
- Net increase / (decrease)
- $2,316,586
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators Inc | ADMINISTRATOR | $30,556 | not reported in the loaded dataset | 2023 |
| Andco Consulting | INVESTMENT MONITOR | $13,500 | not reported in the loaded dataset | 2023 |
| Venable Law Firm Pa | ATTORNEY | $9,450 | not reported in the loaded dataset | 2023 |
| Steven D Eisenberg Cpa Pa | AUDITOR | $9,272 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Iron Workers Local #397 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefit Administrators Inc — Schedule C compensation
- Andco Consulting — Schedule C compensation
- Venable Law Firm Pa — Schedule C compensation
- Steven D Eisenberg Cpa Pa — Schedule C compensation