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PENSION PLAN FOR EES OF IRON WORKERS DC SO OH & VICINITY BENEFIT TRUST 401k Plan overview

Plan NamePENSION PLAN FOR EES OF IRON WORKERS DC SO OH & VICINITY BENEFIT TRUST
Plan identification number 001

PENSION PLAN FOR EES OF IRON WORKERS DC SO OH & VICINITY BENEFIT TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY has sponsored the creation of one or more 401k plans.

Company Name:IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY
Employer identification number (EIN):310557391
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EES OF IRON WORKERS DC SO OH & VICINITY BENEFIT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01
0012015-07-01PENNY BROWN2017-04-04
0012014-07-01PENNY BROWN2016-04-01
0012013-07-01LORI RAYOME2015-04-13
0012012-07-01CRAIG WANNER2014-04-10
0012011-07-01WILLIAM WOODWARD2013-04-09
0012010-07-01WILLIAM WOODWARD2012-04-07

Financial Data on PENSION PLAN FOR EES OF IRON WORKERS DC SO OH & VICINITY BENEFIT TRUST

Measure Date Value
2025 : PENSION PLAN FOR EES OF IRON WORKERS DC SO OH & VICINITY BENEFIT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-01272768
Net assets as of the end of the plan year2025-04-014472580
Total assets as of the beginning of the plan year2025-04-014109878
Value of plan covered by a fidelity bond2025-04-01500000
Other expenses paid from plan in this plan year2025-04-011500
Other income to plan in this plan year2025-04-01456590
Plan net income in this plan year2025-04-01362702
Net assets as of the end of the plan year2025-04-014472580
Net assets as of the beginning of the plan year2025-04-014109878
Employer contributions to plan in this plan year2025-04-01178880
2023 : PENSION PLAN FOR EES OF IRON WORKERS DC SO OH & VICINITY BENEFIT TRUST 2023 401k financial data
Total expenses incurred by plan in this plan year2023-04-04255942
Net assets as of the end of the plan year2023-04-043928778
Total assets as of the beginning of the plan year2023-04-044643520
Value of plan covered by a fidelity bond2023-04-04150000
Other income to plan in this plan year2023-04-04-534441
Plan net income in this plan year2023-04-04-714742
Net assets as of the end of the plan year2023-04-043928778
Net assets as of the beginning of the plan year2023-04-044643520
Employer contributions to plan in this plan year2023-04-0475641

Potentially related plans

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