2023 Form 5500 filing — Ironworkers Local #16 Pension Plan
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 20241016022524NAL0015615475001) for Ironworkers Local #16 Pension Plan, reported by Board Of Trustees, Ironworkers Local #16 Pension Plan under EIN 52-6148924 and plan number 001. It reports 933 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016022524NAL0015615475001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ironworkers Local #16 Pension Plan
- EIN
- 52-6148924
- Plan number
- 001
- Location
- Mercer Island, WA
- Participants
- 933
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $129,300,133
- Total liabilities (EOY)
- $4,831,187
- Net assets (EOY)
- $124,468,946
- Employer contributions
- $2,129,972
- Total income / additions
- $83,426,336
- Benefits paid
- $17,877,887
- Administrative expenses
- $773,799
- Total expenses
- $18,651,686
- Net increase / (decrease)
- $64,774,650
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Welfare & Pension Admin Service Inc | NONE | $115,659 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $93,944 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $93,750 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $68,807 | not reported in the loaded dataset |
| First Eagle Investment Management | NONE | $42,630 | not reported in the loaded dataset |
| Smith, Graham & Co | NONE | $37,997 | $0 |
| Westfield Capital Mgmt | NONE | $32,037 | $0 |
| O'Donoghue & O'Donoghue | NONE | $30,663 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $27,220 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $26,070 | not reported in the loaded dataset |
| Lsv Asset Mgmt | NONE | $25,872 | not reported in the loaded dataset |
| The Union Labor Life Insurance Comp | NONE | $18,529 | $0 |
| Bank Of America | NONE | $16,151 | not reported in the loaded dataset |
| Pnc Institutional Inv | NONE | $13,571 | $0 |
| Chevy Chase Trust | NONE | $13,039 | $0 |