2023 Form 5500 filing — Iron Workers District Council Of New England Pension Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015152740NAL0028931697001) for Iron Workers District Council Of New England Pension Fund, reported by Board Of Trustees Iron Workers under EIN 04-2591016 and plan number 001. It reports 5,015 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152740NAL0028931697001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Iron Workers
- EIN
- 04-2591016
- Plan number
- 001
- Location
- Dorchester, MA
- Participants
- 5,015
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $640,064,040
- Total liabilities (EOY)
- $1,265,186
- Net assets (EOY)
- $638,798,854
- Employer contributions
- $45,587,517
- Total income / additions
- $102,785,315
- Benefits paid
- $45,786,237
- Administrative expenses
- $3,089,615
- Total expenses
- $48,875,852
- Net increase / (decrease)
- $53,909,463
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Harbourvest Partners, LLC | NONE | $542,619 | not reported in the loaded dataset |
| Ara Core Property Fund | NONE | $284,975 | not reported in the loaded dataset |
| Boston Partners | NONE | $270,275 | not reported in the loaded dataset |
| Meketa Investment Group, Inc | NONE | $203,884 | not reported in the loaded dataset |
| Pimco Investment Management | NONE | $198,273 | not reported in the loaded dataset |
| Frontier Capital | NONE | $167,751 | not reported in the loaded dataset |
| Segal Company | NONE | $145,910 | not reported in the loaded dataset |
| Df Dent | NONE | $109,424 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $101,369 | not reported in the loaded dataset |
| Ironsides Partnership | NONE | $84,375 | not reported in the loaded dataset |
| Johnston Asset Management | NONE | $73,361 | not reported in the loaded dataset |
| Us Bank | NONE | $71,032 | $0 |
| Gerding Edlen Investment Management | NONE | $70,219 | $0 |
| Mickey Long, Esq. | NONE | $69,300 | not reported in the loaded dataset |
| Manzi & Associates, LLC | NONE | $62,622 | not reported in the loaded dataset |
| William Hurley | EMPLOYEE | $55,116 | not reported in the loaded dataset |
| Ullico J For Jobs | NONE | $49,849 | $0 |
| Bridgeway Benefit Technologies | NONE | $37,290 | not reported in the loaded dataset |
| Segal Roitman, Llp | NONE | $35,774 | not reported in the loaded dataset |
| Heather Romeri | EMPLOYEE | $35,701 | not reported in the loaded dataset |
| Langan & Dempsey | NONE | $32,975 | not reported in the loaded dataset |
| Mesirow Fin Priv Eq Fund Viii | NONE | $30,375 | $0 |
| Lya Bermudez | EMPLOYEE | $26,107 | not reported in the loaded dataset |
| Maureen Flaherty | EMPLOYEE | $20,401 | not reported in the loaded dataset |
| Kara Lally | EMPLOYEE | $17,931 | not reported in the loaded dataset |
| Nicole Murphy | EMPLOYEE | $17,560 | not reported in the loaded dataset |
| Marisa Hannigan | EMPLOYEE | $15,407 | not reported in the loaded dataset |
| Jaime Jarobe | EMPLOYEE | $12,333 | not reported in the loaded dataset |
| Ann O'Meara | EMPLOYEE | $10,396 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $7,288 | not reported in the loaded dataset |
| Td Cowen | NONE | $6,509 | not reported in the loaded dataset |
| Iron Mountain Records Management | NONE | $5,773 | not reported in the loaded dataset |
| Institutional Shareholder Services | NONE | $5,313 | not reported in the loaded dataset |
| State Street Bank & Trust | NONE | $0 | $0 |
| Artisan Partners Ltd Partnership | NONE | $0 | $0 |
| Blue Owl Gp Stakes Offshore | NONE | $0 | $0 |
| Afl-Cio Housing Investment Trust | NONE | $0 | $0 |
| Chevy Chase Trust Company | NONE | $0 | $0 |
| Asb Capital Management | NONE | $0 | $0 |
| Sei Trust Company | NONE | $0 | $0 |
| Gqg Partners | NONE | $0 | $0 |