2023 Form 5500 filing — Ironworkers Local 11 Annuity 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 20250331095134NAL0010879506001) for Ironworkers Local 11 Annuity Fund, reported by Ironworkers Local 11 Annuity Fund Board Of Trustees under EIN 51-6135653 and plan number 001. It reports 4,548 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250331095134NAL0010879506001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ironworkers Local 11 Annuity Fund Board Of Trustees
- EIN
- 51-6135653
- Plan number
- 001
- Location
- Springfield, NJ
- Participants
- 4,548
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $375,482,782
- Total liabilities (EOY)
- $16,226,539
- Net assets (EOY)
- $359,256,243
- Employer contributions
- $19,207,338
- Total income / additions
- $32,445,015
- Benefits paid
- $35,157,979
- Administrative expenses
- $1,770,654
- Total expenses
- $36,928,633
- Net increase / (decrease)
- -$4,483,618
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ironworkers Local 11 Welfare Fund | RELATED PARTY | $483,819 | not reported in the loaded dataset |
| New Tower Trust Co. (Mept) | NONE | $283,323 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp. | NONE | $134,360 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $130,584 | not reported in the loaded dataset |
| Lord Abbett | NONE | $104,781 | not reported in the loaded dataset |
| Wcm Focused International Growth | NONE | $100,462 | not reported in the loaded dataset |
| Western Asset Managment Co. | NONE | $65,960 | not reported in the loaded dataset |
| Jp Morgan | NONE | $60,850 | not reported in the loaded dataset |
| Ziegler Capital | NONE | $52,403 | not reported in the loaded dataset |
| Weaver Barksdale & Associates | NONE | $51,051 | not reported in the loaded dataset |
| Manning & Napier Advisors | NONE | $50,608 | not reported in the loaded dataset |
| Gw&K | NONE | $47,987 | not reported in the loaded dataset |
| Todd Asset Management | NONE | $45,871 | not reported in the loaded dataset |
| Fischer Dorwart, P.C. | NONE | $38,725 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $32,939 | $0 |
| The Northern Trust Co. | NONE | $22,507 | not reported in the loaded dataset |
| The Segal Company | NONE | $10,750 | not reported in the loaded dataset |
| Wells Fargo | NONE | $10,243 | not reported in the loaded dataset |
| Susanin Widman & Brennan, P.C. | NONE | $6,806 | not reported in the loaded dataset |