Intermountain Ironworkers' Tax Deferral Plan — Form 5500 plan (Intermountain Ironworkers Tax Deferral 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, Intermountain Ironworkers' Tax Deferral Plan is a benefit plan reported by Intermountain Ironworkers Tax Deferral Plan under EIN 62-1473489 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,572 participants and $103,856,477 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intermountain Ironworkers Tax Deferral Plan
- EIN
- 62-1473489
- Plan number
- 002
- Plan type
- 1
- Location
- Murray, UT
- Latest filing year
- 2023
- Participants
- 3,572
- End-of-year plan assets
- $103,856,477
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,572 | H, C | 20241015150200NAL0048537024003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $103,856,477
- Total liabilities (EOY)
- $168,127
- Net assets (EOY)
- $103,688,350
- Net assets (BOY)
- $87,939,345
Income & contributions
- Employer contributions
- $9,863,494
- Total contributions
- $9,863,494
- Total income / additions
- $23,267,506
Expenses & distributions
- Benefits paid
- $6,995,633
- Administrative expenses
- $522,868
- Total expenses
- $7,518,501
- Net increase / (decrease)
- $15,749,005
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Compusys Of Utah | not reported in the loaded dataset | $166,132 | not reported in the loaded dataset | 2023 |
| Mondress Monaco Parr Lockwood | not reported in the loaded dataset | $58,468 | not reported in the loaded dataset | 2023 |
| Haynie & Company | not reported in the loaded dataset | $54,102 | not reported in the loaded dataset | 2023 |
| Rael & Letson | not reported in the loaded dataset | $27,787 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | not reported in the loaded dataset | $12,766 | not reported in the loaded dataset | 2023 |
| Deboer & Associates, P.C. | not reported in the loaded dataset | $6,705 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intermountain Ironworkers Tax Deferral Plan
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Murray, UT
- Compusys Of Utah — Schedule C compensation
- Mondress Monaco Parr Lockwood — Schedule C compensation
- Haynie & Company — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Deboer & Associates, P.C. — Schedule C compensation