2023 Form 5500 filing — California Ironworkers Field Pension Trust
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 20250307180231NAL0012104657001) for California Ironworkers Field Pension Trust, reported by Board Of Trustees, California Ironworkers Field Pension Trust Fun under EIN 95-6042866 and plan number 001. It reports 21,784 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250307180231NAL0012104657001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, California Ironworkers Field Pension Trust Fun
- EIN
- 95-6042866
- Plan number
- 001
- Location
- Pasadena, CA
- Participants
- 21,784
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,308,526,816
- Total liabilities (EOY)
- $39,717,822
- Net assets (EOY)
- $3,268,808,994
- Employer contributions
- $138,677,295
- Total income / additions
- $506,920,129
- Benefits paid
- $194,099,575
- Administrative expenses
- $14,456,804
- Total expenses
- $208,556,379
- Net increase / (decrease)
- $298,363,750
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ironworkers Employees Benefit Corp. | NONE | $2,648,192 | not reported in the loaded dataset |
| Arrowstreet Capital | NONE | $2,127,260 | not reported in the loaded dataset |
| Asb Capital Management LLC | NONE | $768,967 | not reported in the loaded dataset |
| Champlain Investment Partners | NONE | $629,981 | $0 |
| Jennison Associates LLC | NONE | $628,682 | $0 |
| Newton Investment Management North | NONE | $628,410 | $0 |
| Aristotle Capital Boston LLC | NONE | $524,459 | $0 |
| Schroder Investment Mgmt | NONE | $513,715 | not reported in the loaded dataset |
| Pimco | NONE | $497,687 | $0 |
| Dodge & Cox | NONE | $425,406 | $0 |
| The Bank Of New York Mellon Trust C | NONE | $336,484 | $0 |
| Blackrock Financial Management | NONE | $332,533 | not reported in the loaded dataset |
| Milliman, Inc | NONE | $303,577 | not reported in the loaded dataset |
| Rvk, Inc. | NONE | $251,000 | not reported in the loaded dataset |
| Kraw Law Group, Apc | NONE | $235,446 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $101,304 | not reported in the loaded dataset |
| Top Tier Resources, Inc. | NONE | $101,047 | not reported in the loaded dataset |
| Hbk-Multi Strategy Offshore Fund Lt | NONE | $0 | $92,671 |
| Marsh Mclennan Companies, Inc. | NONE | $0 | $81,239 |
| Roth Staffing Companies, Lp | NONE | $71,986 | not reported in the loaded dataset |
| Logicalis, Inc. | NONE | $67,740 | not reported in the loaded dataset |
| Wells Fargo Bank, N.A. | NONE | $60,709 | not reported in the loaded dataset |
| Mellon Capital Mgmt Corp | NONE | $54,095 | $0 |
| Level 3 Financing, Inc | NONE | $31,100 | not reported in the loaded dataset |
| Olympic Staffing Services | NONE | $28,803 | not reported in the loaded dataset |
| Nth Generation Computing, Inc. | NONE | $21,484 | not reported in the loaded dataset |
| Iron Mountain, Inc. | NONE | $20,896 | not reported in the loaded dataset |
| Life Status 360, LLC | NONE | $18,660 | not reported in the loaded dataset |
| Ecs Imaging, Inc. | NONE | $16,755 | not reported in the loaded dataset |
| Newmark Partners Lp | NONE | $9,500 | not reported in the loaded dataset |
| House Of Printing, Inc. | NONE | $9,418 | not reported in the loaded dataset |
| Goldman Sachs & Co, Ny | NONE | $8,346 | not reported in the loaded dataset |
| Merrill Lynch Intl London Equities | NONE | $7,054 | not reported in the loaded dataset |
| Ubs Securities LLC, Stamford | NONE | $6,584 | not reported in the loaded dataset |
| Rbc Capital Markets LLC, New York | NONE | $6,397 | not reported in the loaded dataset |
| Stericycle, Inc | NONE | $6,042 | not reported in the loaded dataset |
| Robert Half International, Inc | NONE | $5,971 | not reported in the loaded dataset |
| Aston Carter, Inc. | NONE | $5,837 | not reported in the loaded dataset |
| Wells Fargo Securities, LLC | NONE | $5,797 | not reported in the loaded dataset |
| Quadient Cxm Usa Inc | NONE | $5,666 | not reported in the loaded dataset |
| Itad Usa Holdings, LLC | NONE | $5,487 | not reported in the loaded dataset |
| Vergent LLC | NONE | $5,267 | not reported in the loaded dataset |