Colorado Iron Workers Individual Account Trust Fund — Form 5500 plan (Trustees - Colorado Iron Workers Individual Account Trust 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, Colorado Iron Workers Individual Account Trust Fund is a benefit plan reported by Trustees - Colorado Iron Workers Individual Account Trust Fund under EIN 84-1230960 and plan number 001. The latest loaded filing year is 2023. The filing reports 752 participants and $17,526,288 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees - Colorado Iron Workers Individual Account Trust Fund
- EIN
- 84-1230960
- Plan number
- 001
- Plan type
- 1
- Location
- Arvada, CO
- Latest filing year
- 2023
- Participants
- 752
- End-of-year plan assets
- $17,526,288
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 752 | H, C | 20250613152422NAL0013685395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,526,288
- Total liabilities (EOY)
- $15,588
- Net assets (EOY)
- $17,510,700
- Net assets (BOY)
- $16,663,727
Income & contributions
- Employer contributions
- $1,009,951
- Total contributions
- $1,009,951
- Total income / additions
- $2,819,876
Expenses & distributions
- Benefits paid
- $1,785,294
- Administrative expenses
- $187,609
- Total expenses
- $1,972,903
- Net increase / (decrease)
- $846,973
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $90,667 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors, Inc. | NONE | $44,019 | not reported in the loaded dataset | 2023 |
| Needles & Associates, LLC | NONE | $18,173 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $11,284 | not reported in the loaded dataset | 2023 |
| Spencer Fane Llp | NONE | $7,731 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees - Colorado Iron Workers Individual Account Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Arvada, CO
- Zenith American Solutions, Inc. — Schedule C compensation
- Segal Marco Advisors, Inc. — Schedule C compensation
- Needles & Associates, LLC — Schedule C compensation
- Us Bank — Schedule C compensation
- Spencer Fane Llp — Schedule C compensation