Oklahoma Iron Workers Direct Contribution Plan And Trust — Form 5500 plan (Trustees - Oklahoma Iron Workers Direct Contribution Plan And Trust)
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, Oklahoma Iron Workers Direct Contribution Plan And Trust is a benefit plan reported by Trustees - Oklahoma Iron Workers Direct Contribution Plan And Trust under EIN 73-6278639 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,339 participants and $41,549,137 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees - Oklahoma Iron Workers Direct Contribution Plan And Trust
- EIN
- 73-6278639
- Plan number
- 001
- Plan type
- 1
- Location
- Sugar Land, TX
- Latest filing year
- 2023
- Participants
- 4,339
- End-of-year plan assets
- $41,549,137
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,339 | H, C | 20241010114933NAL0009960147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,549,137
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,549,137
- Net assets (BOY)
- $37,801,343
Income & contributions
- Employer contributions
- $2,666,199
- Total contributions
- $2,666,199
- Total income / additions
- $8,605,157
Expenses & distributions
- Benefits paid
- $4,434,765
- Administrative expenses
- $422,598
- Total expenses
- $4,857,363
- Net increase / (decrease)
- $3,747,794
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Needles & Associates, LLC | NONE | $26,775 | not reported in the loaded dataset | 2023 |
| Milliman Inc. | NONE | $7,630 | not reported in the loaded dataset | 2023 |
| Monaghan Warrick King | NONE | $5,760 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees - Oklahoma Iron Workers Direct Contribution Plan And Trust
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Sugar Land, TX
- Needles & Associates, LLC — Schedule C compensation
- Milliman Inc. — Schedule C compensation
- Monaghan Warrick King — Schedule C compensation