Iron Workers Pension Trust Fund For Colorado — Form 5500 plan (Trustees - Iron Workers Pension Trust Fund For Colorado)
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, Iron Workers Pension Trust Fund For Colorado is a benefit plan reported by Trustees - Iron Workers Pension Trust Fund For Colorado under EIN 84-6099094 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,697 participants and $26,180,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees - Iron Workers Pension Trust Fund For Colorado
- EIN
- 84-6099094
- Plan number
- 001
- Plan type
- 1
- Location
- Arvada, CO
- Latest filing year
- 2023
- Participants
- 1,697
- End-of-year plan assets
- $26,180,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,697 | H, C | 20250115174754NAL0022020369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,180,729
- Total liabilities (EOY)
- $17,751
- Net assets (EOY)
- $26,162,978
- Net assets (BOY)
- $28,190,949
Income & contributions
- Employer contributions
- $1,718,452
- Total contributions
- $1,718,452
- Total income / additions
- $3,839,954
Expenses & distributions
- Benefits paid
- $5,274,314
- Administrative expenses
- $593,611
- Total expenses
- $5,867,925
- Net increase / (decrease)
- -$2,027,971
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Needles & Associates, LLC | NONE | $39,794 | not reported in the loaded dataset | 2023 |
| Spencer Fane, Llp | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors, Inc. | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Zenith American Solutions, Inc. | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees - Iron Workers Pension Trust Fund For Colorado
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Arvada, CO
- Needles & Associates, LLC — Schedule C compensation
- Spencer Fane, Llp — Schedule C compensation
- Segal Marco Advisors, Inc. — Schedule C compensation
- Us Bank — Schedule C compensation
- Zenith American Solutions, Inc. — Schedule C compensation
- Rael & Letson — Schedule C compensation