Iron Workers Pension Plan — Form 5500 plan (Iron Workers District Council Phila Vicinity Retirement And Pension)
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 Pension Plan is a benefit plan reported by Iron Workers District Council Phila Vicinity Retirement And Pension under EIN 23-6529504 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,788 participants and $443,168,992 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Workers District Council Phila Vicinity Retirement And Pension
- EIN
- 23-6529504
- Plan number
- 001
- Plan type
- 1
- Location
- Springfield, NJ
- Latest filing year
- 2023
- Participants
- 4,788
- End-of-year plan assets
- $443,168,992
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,788 | H, C | 20250708185844NAL0007333712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $443,168,992
- Total liabilities (EOY)
- $17,664,334
- Net assets (EOY)
- $425,504,658
- Net assets (BOY)
- $375,113,043
Income & contributions
- Employer contributions
- $30,865,962
- Total contributions
- $30,865,962
- Total income / additions
- $103,812,172
Expenses & distributions
- Benefits paid
- $50,209,008
- Administrative expenses
- $3,211,549
- Total expenses
- $53,420,557
- Net increase / (decrease)
- $50,391,615
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Patriot Financial, Lp | NONE | $599,309 | not reported in the loaded dataset | 2023 |
| Iron Workers Local 11 Welfrae Fund | NONE | $431,244 | not reported in the loaded dataset | 2023 |
| Wcm Investment Management | NONE | $346,093 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $306,209 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $141,105 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase | NONE | $138,004 | not reported in the loaded dataset | 2023 |
| Lord Abbett & Co. | NONE | $128,675 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $105,621 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors | NONE | $93,816 | not reported in the loaded dataset | 2023 |
| Gw&K Investments | NONE | $75,315 | not reported in the loaded dataset | 2023 |
| Foundry Partners | NONE | $62,634 | not reported in the loaded dataset | 2023 |
| Dolan Mceniry Capital | NONE | $56,035 | not reported in the loaded dataset | 2023 |
| Cleary & Josem, Llp | NONE | $54,233 | not reported in the loaded dataset | 2023 |
| Daniel Jordan | EMPLOYEE | $52,342 | not reported in the loaded dataset | 2023 |
| Bonnie Landsmann | EMPLOYEE | $52,160 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $50,355 | not reported in the loaded dataset | 2023 |
| Susanin Widman & Brennan | NONE | $45,451 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $44,932 | $0 | 2023 |
| Lazard Asset Management | NONE | $42,500 | $0 | 2023 |
| Fischer Dorwart, P.C. | NONE | $41,650 | not reported in the loaded dataset | 2023 |
| Nothern Trust | NONE | $38,094 | $0 | 2023 |
| Leader Data Processing | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| Ullico Investment Company Inc. | NONE | $35,642 | not reported in the loaded dataset | 2023 |
| Weaver Barksdale & Associates | NONE | $20,945 | not reported in the loaded dataset | 2023 |
| The Philadelphia Trust Co. | NONE | $15,233 | not reported in the loaded dataset | 2023 |
| Olmec | NONE | $5,975 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iron Workers District Council Phila Vicinity Retirement And Pension
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Springfield, NJ
- Patriot Financial, Lp — Schedule C compensation
- Iron Workers Local 11 Welfrae Fund — Schedule C compensation
- Wcm Investment Management — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- The Segal Company — Schedule C compensation
- Jp Morgan Chase — Schedule C compensation
- Lord Abbett & Co. — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Manning & Napier Advisors — Schedule C compensation
- Gw&K Investments — Schedule C compensation
- Foundry Partners — Schedule C compensation
- Dolan Mceniry Capital — Schedule C compensation
- Cleary & Josem, Llp — Schedule C compensation
- Daniel Jordan — Schedule C compensation
- Bonnie Landsmann — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Susanin Widman & Brennan — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Fischer Dorwart, P.C. — Schedule C compensation
- Nothern Trust — Schedule C compensation
- Leader Data Processing — Schedule C compensation
- Ullico Investment Company Inc. — Schedule C compensation
- Weaver Barksdale & Associates — Schedule C compensation
- The Philadelphia Trust Co. — Schedule C compensation
- Olmec — Schedule C compensation