Iron Workers St. Louis District Council Pension Trust — Form 5500 plan (Board Of Trustees Of Iron Workers St. Louis District Council 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 St. Louis District Council Pension Trust is a benefit plan reported by Board Of Trustees Of Iron Workers St. Louis District Council Pension under EIN 43-6052659 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,257 participants and $643,659,772 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Iron Workers St. Louis District Council Pension
EIN
43-6052659
Plan number
001
Plan type
1
Location
Maryland Heights, MO
Latest filing year
2023
Participants
5,257
End-of-year plan assets
$643,659,772

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,257H, C20260325150350NAL0005444355003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$643,659,772
Total liabilities (EOY)
$2,218,962
Net assets (EOY)
$641,440,810
Net assets (BOY)
$554,191,992

Income & contributions

Employer contributions
$34,777,594
Total contributions
$34,777,594
Total income / additions
$143,288,801

Expenses & distributions

Benefits paid
$53,140,470
Administrative expenses
$2,899,513
Total expenses
$56,039,983
Net increase / (decrease)
$87,248,818

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Eagle Capital Management, LLCNONE$292,506not reported in the loaded dataset2023
Benesys, IncNONE$273,369not reported in the loaded dataset2023
Ullico Investment Advisors Inc.NONE$179,348not reported in the loaded dataset2023
Segal, Bryant & HamillNONE$169,389not reported in the loaded dataset2023
Anders Minkler Huber Helm LlpNONE$150,724not reported in the loaded dataset2023
Intercontinental Real Estate CorporNONE$130,348not reported in the loaded dataset2023
AmalgatrustNONE$118,670not reported in the loaded dataset2023
Parametric Defensive Equity Fund LlNONE$113,611not reported in the loaded dataset2023
Marquette Associates, Inc.NONE$85,708not reported in the loaded dataset2023
Commerce BankNONE$59,615$9,3042023
Segal CompanyNONE$63,014not reported in the loaded dataset2023
State Street CorporationNONE$60,848not reported in the loaded dataset2023
Loomis Sayles Trust CompanyNONE$54,448not reported in the loaded dataset2023
Union Labor Life Insurance CompanyNONE$47,611$02023
Asb Capital ManagmentNONE$33,330not reported in the loaded dataset2023
Johnson & Krol, LLCNONE$22,503not reported in the loaded dataset2023
Aloha Print CompanyNONE$11,872not reported in the loaded dataset2023

Related Form 5500 pages