2023 Form 5500 filing — Iron Workers 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 20250708185844NAL0007333712001) for Iron Workers Pension Plan, reported by Iron Workers District Council Phila Vicinity Retirement And Pension under EIN 23-6529504 and plan number 001. It reports 4,788 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250708185844NAL0007333712001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iron Workers District Council Phila Vicinity Retirement And Pension
- EIN
- 23-6529504
- Plan number
- 001
- Location
- Springfield, NJ
- Participants
- 4,788
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $443,168,992
- Total liabilities (EOY)
- $17,664,334
- Net assets (EOY)
- $425,504,658
- Employer contributions
- $30,865,962
- Total income / additions
- $103,812,172
- Benefits paid
- $50,209,008
- Administrative expenses
- $3,211,549
- Total expenses
- $53,420,557
- Net increase / (decrease)
- $50,391,615
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Patriot Financial, Lp | NONE | $599,309 | not reported in the loaded dataset |
| Iron Workers Local 11 Welfrae Fund | NONE | $431,244 | not reported in the loaded dataset |
| Wcm Investment Management | NONE | $346,093 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $306,209 | not reported in the loaded dataset |
| The Segal Company | NONE | $141,105 | not reported in the loaded dataset |
| Jp Morgan Chase | NONE | $138,004 | not reported in the loaded dataset |
| Lord Abbett & Co. | NONE | $128,675 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $105,621 | not reported in the loaded dataset |
| Manning & Napier Advisors | NONE | $93,816 | not reported in the loaded dataset |
| Gw&K Investments | NONE | $75,315 | not reported in the loaded dataset |
| Foundry Partners | NONE | $62,634 | not reported in the loaded dataset |
| Dolan Mceniry Capital | NONE | $56,035 | not reported in the loaded dataset |
| Cleary & Josem, Llp | NONE | $54,233 | not reported in the loaded dataset |
| Daniel Jordan | EMPLOYEE | $52,342 | not reported in the loaded dataset |
| Bonnie Landsmann | EMPLOYEE | $52,160 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $50,355 | not reported in the loaded dataset |
| Susanin Widman & Brennan | NONE | $45,451 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $44,932 | $0 |
| Lazard Asset Management | NONE | $42,500 | $0 |
| Fischer Dorwart, P.C. | NONE | $41,650 | not reported in the loaded dataset |
| Nothern Trust | NONE | $38,094 | $0 |
| Leader Data Processing | NONE | $36,000 | not reported in the loaded dataset |
| Ullico Investment Company Inc. | NONE | $35,642 | not reported in the loaded dataset |
| Weaver Barksdale & Associates | NONE | $20,945 | not reported in the loaded dataset |
| The Philadelphia Trust Co. | NONE | $15,233 | not reported in the loaded dataset |
| Olmec | NONE | $5,975 | not reported in the loaded dataset |