Iron Workers District Council Of New England Pension Fund — Form 5500 plan (Board Of Trustees Iron Workers)
Plain-English plan 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, Iron Workers District Council Of New England Pension Fund is a benefit plan reported by Board Of Trustees Iron Workers under EIN 04-2591016 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,015 participants and $640,064,040 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Iron Workers
- EIN
- 04-2591016
- Plan number
- 001
- Plan type
- 1
- Location
- Dorchester, MA
- Latest filing year
- 2023
- Participants
- 5,015
- End-of-year plan assets
- $640,064,040
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,015 | H, C | 20241015152740NAL0028931697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $640,064,040
- Total liabilities (EOY)
- $1,265,186
- Net assets (EOY)
- $638,798,854
- Net assets (BOY)
- $584,889,391
Income & contributions
- Employer contributions
- $45,587,517
- Total contributions
- $45,587,517
- Total income / additions
- $102,785,315
Expenses & distributions
- Benefits paid
- $45,786,237
- Administrative expenses
- $3,089,615
- Total expenses
- $48,875,852
- Net increase / (decrease)
- $53,909,463
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Harbourvest Partners, LLC | NONE | $542,619 | not reported in the loaded dataset | 2023 |
| Ara Core Property Fund | NONE | $284,975 | not reported in the loaded dataset | 2023 |
| Boston Partners | NONE | $270,275 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group, Inc | NONE | $203,884 | not reported in the loaded dataset | 2023 |
| Pimco Investment Management | NONE | $198,273 | not reported in the loaded dataset | 2023 |
| Frontier Capital | NONE | $167,751 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $145,910 | not reported in the loaded dataset | 2023 |
| Df Dent | NONE | $109,424 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $101,369 | not reported in the loaded dataset | 2023 |
| Ironsides Partnership | NONE | $84,375 | not reported in the loaded dataset | 2023 |
| Johnston Asset Management | NONE | $73,361 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $71,032 | $0 | 2023 |
| Gerding Edlen Investment Management | NONE | $70,219 | $0 | 2023 |
| Mickey Long, Esq. | NONE | $69,300 | not reported in the loaded dataset | 2023 |
| Manzi & Associates, LLC | NONE | $62,622 | not reported in the loaded dataset | 2023 |
| William Hurley | EMPLOYEE | $55,116 | not reported in the loaded dataset | 2023 |
| Ullico J For Jobs | NONE | $49,849 | $0 | 2023 |
| Bridgeway Benefit Technologies | NONE | $37,290 | not reported in the loaded dataset | 2023 |
| Segal Roitman, Llp | NONE | $35,774 | not reported in the loaded dataset | 2023 |
| Heather Romeri | EMPLOYEE | $35,701 | not reported in the loaded dataset | 2023 |
| Langan & Dempsey | NONE | $32,975 | not reported in the loaded dataset | 2023 |
| Mesirow Fin Priv Eq Fund Viii | NONE | $30,375 | $0 | 2023 |
| Lya Bermudez | EMPLOYEE | $26,107 | not reported in the loaded dataset | 2023 |
| Maureen Flaherty | EMPLOYEE | $20,401 | not reported in the loaded dataset | 2023 |
| Kara Lally | EMPLOYEE | $17,931 | not reported in the loaded dataset | 2023 |
| Nicole Murphy | EMPLOYEE | $17,560 | not reported in the loaded dataset | 2023 |
| Marisa Hannigan | EMPLOYEE | $15,407 | not reported in the loaded dataset | 2023 |
| Jaime Jarobe | EMPLOYEE | $12,333 | not reported in the loaded dataset | 2023 |
| Ann O'Meara | EMPLOYEE | $10,396 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $7,288 | not reported in the loaded dataset | 2023 |
| Td Cowen | NONE | $6,509 | not reported in the loaded dataset | 2023 |
| Iron Mountain Records Management | NONE | $5,773 | not reported in the loaded dataset | 2023 |
| Institutional Shareholder Services | NONE | $5,313 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust | NONE | $0 | $0 | 2023 |
| Artisan Partners Ltd Partnership | NONE | $0 | $0 | 2023 |
| Blue Owl Gp Stakes Offshore | NONE | $0 | $0 | 2023 |
| Afl-Cio Housing Investment Trust | NONE | $0 | $0 | 2023 |
| Chevy Chase Trust Company | NONE | $0 | $0 | 2023 |
| Asb Capital Management | NONE | $0 | $0 | 2023 |
| Sei Trust Company | NONE | $0 | $0 | 2023 |
| Gqg Partners | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Iron Workers
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Dorchester, MA
- Harbourvest Partners, LLC — Schedule C compensation
- Ara Core Property Fund — Schedule C compensation
- Boston Partners — Schedule C compensation
- Meketa Investment Group, Inc — Schedule C compensation
- Pimco Investment Management — Schedule C compensation
- Frontier Capital — Schedule C compensation
- Segal Company — Schedule C compensation
- Df Dent — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Ironsides Partnership — Schedule C compensation
- Johnston Asset Management — Schedule C compensation
- Us Bank — Schedule C compensation
- Gerding Edlen Investment Management — Schedule C compensation
- Mickey Long, Esq. — Schedule C compensation
- Manzi & Associates, LLC — Schedule C compensation
- William Hurley — Schedule C compensation
- Ullico J For Jobs — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Segal Roitman, Llp — Schedule C compensation
- Heather Romeri — Schedule C compensation
- Langan & Dempsey — Schedule C compensation
- Mesirow Fin Priv Eq Fund Viii — Schedule C compensation
- Lya Bermudez — Schedule C compensation
- Maureen Flaherty — Schedule C compensation
- Kara Lally — Schedule C compensation
- Nicole Murphy — Schedule C compensation
- Marisa Hannigan — Schedule C compensation
- Jaime Jarobe — Schedule C compensation
- Ann O'Meara — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Td Cowen — Schedule C compensation
- Iron Mountain Records Management — Schedule C compensation
- Institutional Shareholder Services — Schedule C compensation
- State Street Bank & Trust — Schedule C compensation
- Artisan Partners Ltd Partnership — Schedule C compensation
- Blue Owl Gp Stakes Offshore — Schedule C compensation
- Afl-Cio Housing Investment Trust — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Sei Trust Company — Schedule C compensation
- Gqg Partners — Schedule C compensation