District No. 9 International Association Of Machin Aerospace Workers Pension Plan — Form 5500 plan (Joint Board Of Trustees Of District 9 I.A.M & A.W. Pension Trust)
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, District No. 9 International Association Of Machin Aerospace Workers Pension Plan is a benefit plan reported by Joint Board Of Trustees Of District 9 I.A.M & A.W. Pension Trust under EIN 51-0138317 and plan number 001. The latest loaded filing year is 2023. The filing reports 14,312 participants and $710,753,765 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Of District 9 I.A.M & A.W. Pension Trust
- EIN
- 51-0138317
- Plan number
- 001
- Plan type
- 1
- Location
- Bridgeton, MO
- Latest filing year
- 2023
- Participants
- 14,312
- End-of-year plan assets
- $710,753,765
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,312 | H, C | 20241015092349NAL0047182800002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $710,753,765
- Total liabilities (EOY)
- $193,127
- Net assets (EOY)
- $710,560,638
- Net assets (BOY)
- $695,423,325
Income & contributions
- Employer contributions
- $20,790,872
- Total contributions
- $28,880,107
- Total income / additions
- $85,701,326
Expenses & distributions
- Benefits paid
- $68,462,295
- Administrative expenses
- $2,101,718
- Total expenses
- $70,564,013
- Net increase / (decrease)
- $15,137,313
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boston Trust Walden | INVESTMENT MANAGER | $159,812 | $0 | 2023 |
| Cuni, Rust & Strenk, Inc | ACTUARY | $123,575 | not reported in the loaded dataset | 2023 |
| Seix Investment Advisors LLC | INVESTMENT MANAGER | $119,435 | not reported in the loaded dataset | 2023 |
| Slc Management | INVESTMENT MANAGER | $115,111 | not reported in the loaded dataset | 2023 |
| Investment Consulting Services | INVESTMENT CONSULTANT | $110,000 | not reported in the loaded dataset | 2023 |
| Wilmington Trust National Assoc | INVESTMENT CONSULTANT | $61,500 | $0 | 2023 |
| Boyd Watterson | INVESTMENT MANAGER | $61,030 | not reported in the loaded dataset | 2023 |
| Sara White | EMPLOYEE | $54,552 | not reported in the loaded dataset | 2023 |
| Lorraine Kiely | EMPLOYEE | $48,667 | not reported in the loaded dataset | 2023 |
| Carol Lewis | EMPLOYEE | $48,584 | not reported in the loaded dataset | 2023 |
| Hammond & Shinners Pc | LAWYER | $48,010 | not reported in the loaded dataset | 2023 |
| Scheffel Boyle | AUDITOR | $43,145 | not reported in the loaded dataset | 2023 |
| Enterprise Bank | BANKING | $24,891 | not reported in the loaded dataset | 2023 |
| Bny Mellon | not reported in the loaded dataset | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Of District 9 I.A.M & A.W. Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Bridgeton, MO
- Boston Trust Walden — Schedule C compensation
- Cuni, Rust & Strenk, Inc — Schedule C compensation
- Seix Investment Advisors LLC — Schedule C compensation
- Slc Management — Schedule C compensation
- Investment Consulting Services — Schedule C compensation
- Wilmington Trust National Assoc — Schedule C compensation
- Boyd Watterson — Schedule C compensation
- Sara White — Schedule C compensation
- Lorraine Kiely — Schedule C compensation
- Carol Lewis — Schedule C compensation
- Hammond & Shinners Pc — Schedule C compensation
- Scheffel Boyle — Schedule C compensation
- Enterprise Bank — Schedule C compensation
- Bny Mellon — Schedule C compensation