2023 Form 5500 filing — Iron Workers Local No. 5 & Iwea Employees 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 20250414222507NAL0002508097001) for Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund, reported by Board Of Trustees, Iron Workers Local No. 5 & Iwea under EIN 52-1075473 and plan number 001. It reports 2,375 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414222507NAL0002508097001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Iron Workers Local No. 5 & Iwea
- EIN
- 52-1075473
- Plan number
- 001
- Location
- Mercer Island, WA
- Participants
- 2,375
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $399,532,532
- Total liabilities (EOY)
- $6,841,059
- Net assets (EOY)
- $392,691,473
- Employer contributions
- $14,564,399
- Total income / additions
- $52,893,436
- Benefits paid
- $24,662,908
- Administrative expenses
- $2,232,447
- Total expenses
- $26,895,355
- Net increase / (decrease)
- $25,998,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wpas, Inc. | NONE | $269,160 | not reported in the loaded dataset |
| J.P. Morgan Investment | NONE | $239,581 | $0 |
| Wedge Capital Management | NONE | $219,044 | $0 |
| Ullico Investment Advisors, Inc | NONE | $208,116 | not reported in the loaded dataset |
| Acadian Asset Management LLC | NONE | $192,162 | not reported in the loaded dataset |
| Thomson Horstmann & Bryant | NONE | $186,242 | $0 |
| Invesco Trust Company | NONE | $147,834 | $0 |
| Bha Consulting LLC | NONE | $115,241 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $76,212 | $0 |
| Ubs | NONE | $70,226 | not reported in the loaded dataset |
| Segal Marco | NONE | $70,000 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $67,763 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue Llp | NONE | $59,783 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $45,700 | not reported in the loaded dataset |
| Rhumbline Advisors | NONE | $30,789 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $16,154 | not reported in the loaded dataset |
| Northern Trust Corporation | NONE | $11,883 | $0 |
| Bank Of America | NONE | $11,039 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $7,104 | $0 |