Mid-South Iron Workers Direct Contribution Fund — Form 5500 plan (Trustees - Mid-South Iron Workers Direct Contribution 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, Mid-South Iron Workers Direct Contribution Fund is a benefit plan reported by Trustees - Mid-South Iron Workers Direct Contribution Fund under EIN 72-1303411 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,870 participants and $21,155,079 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees - Mid-South Iron Workers Direct Contribution Fund
- EIN
- 72-1303411
- Plan number
- 001
- Plan type
- 1
- Location
- Sugar Land, TX
- Latest filing year
- 2023
- Participants
- 1,870
- End-of-year plan assets
- $21,155,079
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,870 | H, C | 20241015102722NAL0016143715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,155,079
- Total liabilities (EOY)
- $43,921
- Net assets (EOY)
- $21,111,158
- Net assets (BOY)
- $17,484,308
Income & contributions
- Employer contributions
- $1,874,173
- Total contributions
- $1,874,173
- Total income / additions
- $4,712,336
Expenses & distributions
- Benefits paid
- $884,621
- Administrative expenses
- $200,865
- Total expenses
- $1,085,486
- Net increase / (decrease)
- $3,626,850
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Servic | NONE | $104,886 | $0 | 2023 |
| Needles & Associates, LLC | NONE | $17,679 | not reported in the loaded dataset | 2023 |
| Robein, Urann, Spencer, Et Al. | NONE | $5,580 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees - Mid-South Iron Workers Direct Contribution Fund
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Sugar Land, TX
- John Hancock Retirement Plan Servic — Schedule C compensation
- Needles & Associates, LLC — Schedule C compensation
- Robein, Urann, Spencer, Et Al. — Schedule C compensation