2023 Form 5500 filing — Defined Benefit Pension Plan Of Agc-Iuoe Local 701 Pension Trust 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 20241015230008NAL0015501843001) for Defined Benefit Pension Plan Of Agc-Iuoe Local 701 Pension Trust Fund, reported by Board Of Trustees Agc-Iuoe Local Of Agc-Iuoe Local 701 Pension Trus under EIN 93-6075580 and plan number 001. It reports 6,150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015230008NAL0015501843001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Agc-Iuoe Local Of Agc-Iuoe Local 701 Pension Trus
- EIN
- 93-6075580
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 6,150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $342,224,967
- Total liabilities (EOY)
- $851,391
- Net assets (EOY)
- $341,373,576
- Employer contributions
- $20,447,887
- Total income / additions
- $52,055,352
- Benefits paid
- $25,326,085
- Administrative expenses
- $2,993,862
- Total expenses
- $28,319,947
- Net increase / (decrease)
- $23,735,405
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Welfare & Pension Admin | THIRD PARTY ADMIN | $672,923 | not reported in the loaded dataset |
| Washington Capital Management | INVESTMENT MANAGER | $328,582 | not reported in the loaded dataset |
| Bank Of New York Mellon | INVESTMENT MANAGEMENT | $267,634 | $0 |
| Asb Capital Management LLC | INVESTMENT MANAGEMENT | $169,840 | not reported in the loaded dataset |
| Nepc, LLC | INVESTMENT MONITOR | $141,194 | not reported in the loaded dataset |
| Milliman, Inc. | ACTUARY | $115,837 | not reported in the loaded dataset |
| Segall Bryant & Hamill | INVESTMENT MANAGEMENT | $96,335 | $0 |
| Rice Hall James & Associates LLC | INVESTMENT MANAGEMENT | $71,842 | $0 |
| Barlow Coughran Morales & Josepson | LEGAL COUNSEL | $65,285 | not reported in the loaded dataset |
| Mcmorgan & Company LLC | INVESTMENT MANAGEMENT | $64,325 | $0 |
| Quest Investment Management LLC | INVESTMENT MANAGER | $58,883 | $0 |
| Bjorklund & Montplaisir | AUDITOR | $52,100 | not reported in the loaded dataset |
| The Union Labor Life Insurance Comp | INVESTMENT MANAGEMENT | $49,123 | $0 |
| Dodge & Cox | INVESTMENT MANAGER | $45,963 | $0 |
| Agc-Iuoe Local 701 Training Trust | PAYROLL AUDIT | $44,541 | not reported in the loaded dataset |
| Amalgamated Bank | INVESTMENT CUSTODIAN | $30,644 | $0 |
| Us Bank National Association | INVESTMENT CUSTODIAN | $14,106 | not reported in the loaded dataset |