Ironworkers Local Union No. 167 Welfare Fund — Form 5500 plan (Ironworkers Local Union No. 167 Welfare 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, Ironworkers Local Union No. 167 Welfare Fund is a benefit plan reported by Ironworkers Local Union No. 167 Welfare Fund under EIN 62-0696127 and plan number 501. The latest loaded filing year is 2023. The filing reports 221 participants and $4,195,719 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ironworkers Local Union No. 167 Welfare Fund
- EIN
- 62-0696127
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $4,195,719
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20250514170009NAL0019245441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,195,719
- Total liabilities (EOY)
- $836,680
- Net assets (EOY)
- $3,359,039
- Net assets (BOY)
- $1,966,990
Income & contributions
- Employer contributions
- $3,819,495
- Participant contributions
- $263,100
- Total contributions
- $4,082,595
- Total income / additions
- $4,486,167
Expenses & distributions
- Benefits paid
- $2,697,990
- Administrative expenses
- $396,128
- Total expenses
- $3,094,118
- Net increase / (decrease)
- $1,392,049
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Healthcare | NONE | $178,225 | $0 | 2023 |
| Southern Benefit Administrators | NONE | $118,512 | not reported in the loaded dataset | 2023 |
| Godwin Morris Laurenzi & Bloomfield | NONE | $52,025 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor | NONE | $13,850 | not reported in the loaded dataset | 2023 |
| New South Capital Management, LLC | NONE | $2,669 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ironworkers Local Union No. 167 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Cigna Healthcare — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Godwin Morris Laurenzi & Bloomfield — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- New South Capital Management, LLC — Schedule C compensation