2023 Form 5500 filing — Ironworkers National 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 20250130163026NAL0001017633001) for Ironworkers National Pension Plan, reported by Ironworkers National Pension Plan Board Of Trustees under EIN 52-6122274 and plan number 001. It reports 13,235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130163026NAL0001017633001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ironworkers National Pension Plan Board Of Trustees
- EIN
- 52-6122274
- Plan number
- 001
- Location
- Oakbrook, IL
- Participants
- 13,235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $475,966,882
- Total liabilities (EOY)
- $326,904
- Net assets (EOY)
- $475,639,978
- Employer contributions
- $9,877,747
- Total income / additions
- $58,825,976
- Benefits paid
- $41,173,971
- Administrative expenses
- $4,254,904
- Total expenses
- $45,428,875
- Net increase / (decrease)
- $13,397,101
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefits Management Group, Inc | NONE | $597,818 | not reported in the loaded dataset |
| Segal Consulting | NONE | $316,724 | not reported in the loaded dataset |
| Withumsmith+Brown | NONE | $295,333 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $279,820 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc | NONE | $278,858 | not reported in the loaded dataset |
| New Tower Trust Company | NONE | $268,002 | $0 |
| Jp Morgan Investment Management Inc | NONE | $258,152 | $0 |
| Boston Partners | NONE | $254,086 | $0 |
| Boyd Watterson Asset Management | NONE | $164,502 | not reported in the loaded dataset |
| Earnest Partners LLC | NONE | $161,462 | not reported in the loaded dataset |
| Lazard Asset Management | NONE | $152,537 | $0 |
| Wcm Investment Management, Inc | NONE | $129,821 | $0 |
| Morgan Stanley | NONE | $120,000 | not reported in the loaded dataset |
| Todd Asset Management | NONE | $106,662 | not reported in the loaded dataset |
| Manning & Napier Advisors Inc | NONE | $100,223 | not reported in the loaded dataset |
| Union Labor Life Insurance Company | NONE | $69,571 | $0 |
| Mesirow Financial Investment Manage | NONE | $53,137 | not reported in the loaded dataset |
| Ziegler Capital Management, LLC | NONE | $47,674 | not reported in the loaded dataset |
| Marco Mcguire & Arreola | NONE | $41,166 | not reported in the loaded dataset |
| Gladney Law Group | NONE | $31,915 | not reported in the loaded dataset |
| Northern Trust | NONE | $30,031 | $0 |
| Bond Brothers & Co Inc | NONE | $21,748 | not reported in the loaded dataset |