Iam National Pension Fund — Form 5500 plan (Board Of Trustees Of The I.A.M. National Pension Fund)

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, Iam National Pension Fund is a benefit plan reported by Board Of Trustees Of The I.A.M. National Pension Fund under EIN 51-6031295 and plan number 002. The latest loaded filing year is 2023. The filing reports 297,410 participants and $14,299,885,772 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of The I.A.M. National Pension Fund
EIN
51-6031295
Plan number
002
Plan type
1
Location
Washington, DC
Latest filing year
2023
Participants
297,410
End-of-year plan assets
$14,299,885,772

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023297,410H, C20241004100131NAL0019433328004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,299,885,772
Total liabilities (EOY)
$390,727,943
Net assets (EOY)
$13,909,157,829
Net assets (BOY)
$13,521,087,370

Income & contributions

Employer contributions
$569,936,876
Total contributions
$619,373,874
Total income / additions
$1,510,459,142

Expenses & distributions

Benefits paid
$1,029,557,750
Administrative expenses
$92,830,933
Total expenses
$1,122,388,683
Net increase / (decrease)
$388,070,459

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Acadian Asset Management LLCNONE$6,078,196not reported in the loaded dataset2023
National Iam Benefit TrustRELATED BEENFIT FUND$3,440,594not reported in the loaded dataset2023
Blackstone Alternative Asset MgmtNONE$3,411,835not reported in the loaded dataset2023
Entrust Global Partners Offshore LpNONE$3,275,869not reported in the loaded dataset2023
Vitech Systems Sub LLCNONE$2,994,761not reported in the loaded dataset2023
Proskauer Rose, LlpNONE$2,875,651not reported in the loaded dataset2023
Hamilton Lane Advisors LLCNONE$2,842,053not reported in the loaded dataset2023
American Realty AdvisorsNONE$2,838,921not reported in the loaded dataset2023
Rice Hall James & Associates LLCNONE$2,667,436$02023
Principal Life Insurance CompanyNONE$2,410,016$02023
Heitman Capital ManagementNONE$2,093,142not reported in the loaded dataset2023
Harvest Fund Advisors LLCNONE$2,034,175not reported in the loaded dataset2023
T. Rowe Price Trust CompanyNONE$1,716,708$02023
Graystone Consulting Morgan StanleyNONE$1,412,500not reported in the loaded dataset2023
PimcoNONE$1,378,668not reported in the loaded dataset2023
Metlife Investment ManagementNONE$1,308,548not reported in the loaded dataset2023
Mittera IncNONE$859,380not reported in the loaded dataset2023
Guggenheim Partners Investment ManaNONE$804,884not reported in the loaded dataset2023
New South Capital MgmtNONE$728,401$02023
Driehaus Capital Management LLCNONE$650,843$02023
Jackson Square PartnersNONE$601,624$02023
Algert Global LLCNONE$563,110not reported in the loaded dataset2023
Data Canopy ColocationNONE$505,797not reported in the loaded dataset2023
State Street Bank & Trust CompanyNONE$494,672$02023
Doyle Printing & Offset, Inc.NONE$478,000not reported in the loaded dataset2023
Pgim IncNONE$471,366not reported in the loaded dataset2023
Slevin & Hart PcNONE$464,731not reported in the loaded dataset2023
Lowenstein Sandler LlpNONE$424,505not reported in the loaded dataset2023
Withum Smith Brown PcNONE$416,002not reported in the loaded dataset2023
Lord Abbett & Co., LLCNONE$393,590not reported in the loaded dataset2023
Insight Direct Usa, IncNONE$360,312not reported in the loaded dataset2023
The Segal CompanyNONE$356,037not reported in the loaded dataset2023
Dodge & CoxNONE$340,056$02023
Payden & RygelNONE$335,185not reported in the loaded dataset2023
Powersource Solutions IncNONE$273,758not reported in the loaded dataset2023
Novak Francella, LLCNONE$266,871not reported in the loaded dataset2023
Novak, RonaldEMPLOYEE$255,137not reported in the loaded dataset2023
Cheiron IncNONE$248,821not reported in the loaded dataset2023
Tierney, JamesEMPLOYEE$248,160not reported in the loaded dataset2023
Morgan, Lewis & Bockius LlpNONE$224,378not reported in the loaded dataset2023
State Street Global Advisors TrustNONE$220,046$02023
Young, JonathanEMPLOYEE$211,829not reported in the loaded dataset2023
Bny MellonNONE$207,536$02023
Frye, WendyEMPLOYEE$206,539not reported in the loaded dataset2023
Cohn, DavidEMPLOYEE$202,700not reported in the loaded dataset2023
Ring Central Inc.NONE$192,048not reported in the loaded dataset2023
Dorch, AdinaEMPLOYEE$186,097not reported in the loaded dataset2023
Oracle America, IncNONE$183,301not reported in the loaded dataset2023
American Century Investment ManagemNONE$176,538$02023
Blackrock Financial Management IncNONE$176,420$02023
Goad Jr., RaymondEMPLOYEE$175,611not reported in the loaded dataset2023
Thaker, Nirav MahendraEMPLOYEE$170,401not reported in the loaded dataset2023
Rightpath Resources IncNONE$164,013not reported in the loaded dataset2023
Anderson, DamienEMPLOYEE$162,363not reported in the loaded dataset2023
Thapa, AnjanEMPLOYEE$159,819not reported in the loaded dataset2023
Morrison, ShonyaEMPLOYEE$157,064not reported in the loaded dataset2023
Murray, LoriEMPLOYEE$151,162not reported in the loaded dataset2023
Montgomery, YolandaEMPLOYEE$146,809not reported in the loaded dataset2023
Neama, HossamEMPLOYEE$142,691not reported in the loaded dataset2023
Bright, ArthurEMPLOYEE$140,823not reported in the loaded dataset2023
Desheild, ArnoldEMPLOYEE$135,493not reported in the loaded dataset2023
Tian, YanEMPLOYEE$126,938not reported in the loaded dataset2023
Poist, MarkEMPLOYEE$123,588not reported in the loaded dataset2023
Le, TrungEMPLOYEE$123,311not reported in the loaded dataset2023
Rogers, AlexanderEMPLOYEE$122,129not reported in the loaded dataset2023
Rankine, MalikahEMPLOYEE$121,932not reported in the loaded dataset2023
Pinnock, AndreaEMPLOYEE$117,139not reported in the loaded dataset2023
Skolnick, AlanRETIRED EMPLOYEE$116,627not reported in the loaded dataset2023
Ngo, Doan TrangEMPLOYEE$116,522not reported in the loaded dataset2023
Simbulan, RacquelEMPLOYEE$113,189not reported in the loaded dataset2023
Managed Business Solutions, LLCNONE$113,174not reported in the loaded dataset2023
Platt, SusanEMPLOYEE$110,852not reported in the loaded dataset2023
Mellion, SchuylerEMPLOYEE$108,097not reported in the loaded dataset2023
Taylor, KathleenEMPLOYEE$106,183not reported in the loaded dataset2023
Lovitt, Tyieka KEMPLOYEE$102,277not reported in the loaded dataset2023
Brown, JordanEMPLOYEE$99,913not reported in the loaded dataset2023
Jones, FarrahEMPLOYEE$99,893not reported in the loaded dataset2023
Murphy, SherylEMPLOYEE$99,139not reported in the loaded dataset2023
Adm Enterprises Group IncNONE$99,000not reported in the loaded dataset2023
Jackson, LoganEMPLOYEE$98,659not reported in the loaded dataset2023
Celestine, ParrisEMPLOYEE$97,385not reported in the loaded dataset2023
Rawlins, DontaeEMPLOYEE$97,126not reported in the loaded dataset2023
Bethune, TroyEMPLOYEE$96,881not reported in the loaded dataset2023
Brown, SonyaEMPLOYEE$95,924not reported in the loaded dataset2023
Ramsay, AngelaEMPLOYEE$95,147not reported in the loaded dataset2023
Peterson, LavoniaEMPLOYEE$94,579not reported in the loaded dataset2023
Abdella, MedinaEMPLOYEE$94,526not reported in the loaded dataset2023
Jones, AntoninetteEMPLOYEE$93,376not reported in the loaded dataset2023
Chognika, RomaricEMPLOYEE$93,076not reported in the loaded dataset2023
Amwins Group Benefits IncNONE$92,307not reported in the loaded dataset2023
Gross, BrandonEMPLOYEE$90,877not reported in the loaded dataset2023
Copeland, SeanEMPLOYEE$90,271not reported in the loaded dataset2023
Rosales, EloizaEMPLOYEE$88,495not reported in the loaded dataset2023
Melton, StaceyEMPLOYEE$87,536not reported in the loaded dataset2023
Shaughnessy, DanielEMPLOYEE$86,905not reported in the loaded dataset2023
Holden, DeonteEMPLOYEE$86,802not reported in the loaded dataset2023
Wells, LorraineEMPLOYEE$86,166not reported in the loaded dataset2023
Wilson, GlennEMPLOYEE$86,068not reported in the loaded dataset2023
Campos, SergioEMPLOYEE$85,997not reported in the loaded dataset2023
Jones, DawnEMPLOYEE$85,912not reported in the loaded dataset2023
Williams, EssenceEMPLOYEE$85,805not reported in the loaded dataset2023
Malabet, DarnellEMPLOYEE$85,263not reported in the loaded dataset2023
Shepherd, CourtneyEMPLOYEE$85,240not reported in the loaded dataset2023
Brandon, Dionne C.EMPLOYEE$85,102not reported in the loaded dataset2023
Mills, ErickaEMPLOYEE$84,624not reported in the loaded dataset2023
Alexander, LouisEMPLOYEE$84,615not reported in the loaded dataset2023
Calleros, ClaudiaEMPLOYEE$84,579not reported in the loaded dataset2023
Kanowicz, LaurenEMPLOYEE$84,152not reported in the loaded dataset2023
Chea, PaulaEMPLOYEE$84,077not reported in the loaded dataset2023
Smith-Matthews, KishaEMPLOYEE$83,855not reported in the loaded dataset2023
Peralta, LaverneEMPLOYEE$83,292not reported in the loaded dataset2023
Pharr, AshleyEMPLOYEE$83,286not reported in the loaded dataset2023
Schoenbucher, BrookeEMPLOYEE$83,070not reported in the loaded dataset2023
Tate, NicoleEMPLOYEE$82,984not reported in the loaded dataset2023
Reyes, NuviaEMPLOYEE$82,717not reported in the loaded dataset2023
Buduan, HelenEMPLOYEE$82,508not reported in the loaded dataset2023
Coleman, JeremyEMPLOYEE$82,434not reported in the loaded dataset2023
Wise, EmilyEMPLOYEE$82,419not reported in the loaded dataset2023
Herndon, JiliaEMPLOYEE$82,372not reported in the loaded dataset2023
Horowitz, CoriEMPLOYEE$82,263not reported in the loaded dataset2023
Omalley, DavidEMPLOYEE$82,251not reported in the loaded dataset2023
Svorcek, MeganEMPLOYEE$82,168not reported in the loaded dataset2023
Namashulua, CelesteEMPLOYEE$82,139not reported in the loaded dataset2023
Doyle, HannahEMPLOYEE$82,122not reported in the loaded dataset2023
Dyer, RodneyEMPLOYEE$82,120not reported in the loaded dataset2023
Aladdin, AminataEMPLOYEE$81,972not reported in the loaded dataset2023
Young, LashawnEMPLOYEE$81,962not reported in the loaded dataset2023
Patterson, MichaelEMPLOYEE$81,923not reported in the loaded dataset2023
Carmon, NatashaEMPLOYEE$81,701not reported in the loaded dataset2023
Wheeler, JovaunEMPLOYEE$81,644not reported in the loaded dataset2023
Sanson, ShawnEMPLOYEE$81,589not reported in the loaded dataset2023
Page, SamiahEMPLOYEE$81,454not reported in the loaded dataset2023
Brown, LetitciaEMPLOYEE$81,355not reported in the loaded dataset2023
Britton, TiffanyEMPLOYEE$81,229not reported in the loaded dataset2023
Rollins, JenniferEMPLOYEE$81,106not reported in the loaded dataset2023
Jenkins, DanaEMPLOYEE$81,061not reported in the loaded dataset2023
Santos-Borja, MariaEMPLOYEE$80,707not reported in the loaded dataset2023
Johnson, SherkiaEMPLOYEE$80,682not reported in the loaded dataset2023
Duckett, ChantelEMPLOYEE$80,655not reported in the loaded dataset2023
Blair, TheresaEMPLOYEE$80,489not reported in the loaded dataset2023
Johnson, KneissEMPLOYEE$80,340not reported in the loaded dataset2023
Epps, LovelyEMPLOYEE$79,873not reported in the loaded dataset2023
Macrall Agnus, NikitaEMPLOYEE$79,821not reported in the loaded dataset2023
Mosley, DanielleEMPLOYEE$79,687not reported in the loaded dataset2023
Kelly, ChanaeEMPLOYEE$79,646not reported in the loaded dataset2023
Marshall, RavenEMPLOYEE$79,459not reported in the loaded dataset2023
Owens, LatoyaEMPLOYEE$78,867not reported in the loaded dataset2023
Pearson, LawrenceEMPLOYEE$78,778not reported in the loaded dataset2023
Clifton, AmyEMPLOYEE$78,635not reported in the loaded dataset2023
Fortune-Williams, LisaEMPLOYEE$78,498not reported in the loaded dataset2023
Mills, GenaeEMPLOYEE$78,478not reported in the loaded dataset2023
Casimiro-Noel, ZepheniaEMPLOYEE$78,300not reported in the loaded dataset2023
Cox, LorettaEMPLOYEE$78,199not reported in the loaded dataset2023
Smallwood, TangelaEMPLOYEE$77,866not reported in the loaded dataset2023
Wallace, KristinaEMPLOYEE$77,745not reported in the loaded dataset2023
Valenzuela, EdgarEMPLOYEE$77,625not reported in the loaded dataset2023
Gosmon, NailahEMPLOYEE$77,286not reported in the loaded dataset2023
Jones, FaithEMPLOYEE$76,860not reported in the loaded dataset2023
Perry, CharlotteEMPLOYEE$76,855not reported in the loaded dataset2023
Jackson, NiaEMPLOYEE$76,355not reported in the loaded dataset2023
Poindexter, NichelleEMPLOYEE$76,240not reported in the loaded dataset2023
Cooper, SabrinaEMPLOYEE$76,160not reported in the loaded dataset2023
Freshwater, DamonEMPLOYEE$75,186not reported in the loaded dataset2023
Gilbert, CatriceEMPLOYEE$75,026not reported in the loaded dataset2023
Shorter, TiffanyEMPLOYEE$74,979not reported in the loaded dataset2023
Beacon Hill Staffing Group, LLCNONE$74,403not reported in the loaded dataset2023
Ford, JumishaEMPLOYEE$74,001not reported in the loaded dataset2023
Hunter, ClemmietineEMPLOYEE$73,899not reported in the loaded dataset2023
Gutierez-Rijo, CarolinaEMPLOYEE$73,896not reported in the loaded dataset2023
Mckenzie-Court, MayiaEMPLOYEE$73,823not reported in the loaded dataset2023
Caldwell, SusanEMPLOYEE$73,526not reported in the loaded dataset2023
Bullock, MonicaEMPLOYEE$73,469not reported in the loaded dataset2023
Lancaster, CharityEMPLOYEE$73,293not reported in the loaded dataset2023
Jones, TileaEMPLOYEE$72,790not reported in the loaded dataset2023
Mangum, TimothyEMPLOYEE$71,591not reported in the loaded dataset2023
Brunson, LakishaEMPLOYEE$71,509not reported in the loaded dataset2023
Lewis, ToiyaEMPLOYEE$71,131not reported in the loaded dataset2023
Duren, JerriEMPLOYEE$70,716not reported in the loaded dataset2023
Mceachin, CherelleEMPLOYEE$70,393not reported in the loaded dataset2023
Amaral, PeterEMPLOYEE$69,934not reported in the loaded dataset2023
Deguzman, JohnnyEMPLOYEE$69,421not reported in the loaded dataset2023
Goode, JaylaEMPLOYEE$68,495not reported in the loaded dataset2023
Maragh, MelissaEMPLOYEE$68,143not reported in the loaded dataset2023
Pension Beenfit InformationNONE$68,098not reported in the loaded dataset2023
Coleman, VanessaEMPLOYEE$67,900not reported in the loaded dataset2023
Yansen, MarshaEMPLOYEE$67,348not reported in the loaded dataset2023
Carroll, LaurenEMPLOYEE$66,991not reported in the loaded dataset2023
Gutridge, BarbaraEMPLOYEE$66,199not reported in the loaded dataset2023
Foster, MargaretEMPLOYEE$66,039not reported in the loaded dataset2023
Mcghee, LakeishaEMPLOYEE$66,039not reported in the loaded dataset2023
Dietrich, CynthiaEMPLOYEE$65,931not reported in the loaded dataset2023
Thompson, LeslieEMPLOYEE$65,668not reported in the loaded dataset2023
Thomas, AngelaEMPLOYEE$65,514not reported in the loaded dataset2023
Spears, StarquashaEMPLOYEE$65,301not reported in the loaded dataset2023
Boone, JosephEMPLOYEE$65,011not reported in the loaded dataset2023
Cynthia DietrichNONE$64,580not reported in the loaded dataset2023
Plummer, BrittanyEMPLOYEE$64,127not reported in the loaded dataset2023
Payne, JosephEMPLOYEE$63,880not reported in the loaded dataset2023
Bullock, AprilEMPLOYEE$63,756not reported in the loaded dataset2023
Miles, KimberlyEMPLOYEE$63,620not reported in the loaded dataset2023
Parker, AlexusEMPLOYEE$63,486not reported in the loaded dataset2023
Mason, SimoneEMPLOYEE$62,661not reported in the loaded dataset2023
Northern Trust CorporationNONE$60,905$02023
Martin, JamesEMPLOYEE$60,569not reported in the loaded dataset2023
Mccarthey, IndiaEMPLOYEE$57,215not reported in the loaded dataset2023
Colza, Zane SEMPLOYEE$57,146not reported in the loaded dataset2023
Watley, BruceEMPLOYEE$56,347not reported in the loaded dataset2023
Hawkins, TineishaEMPLOYEE$55,093not reported in the loaded dataset2023
Ashton-Trimmer, IkeaEMPLOYEE$54,981not reported in the loaded dataset2023
Green, NicholeEMPLOYEE$52,230not reported in the loaded dataset2023
Aragon, GlennEMPLOYEE$51,952not reported in the loaded dataset2023
Amalgamated Employee Benefits AdminNONE$46,404not reported in the loaded dataset2023
Yee, JennyRETIRED EMPLOYEE$45,806not reported in the loaded dataset2023
Haring, ElizabethEMPLOYEE$45,798not reported in the loaded dataset2023
Barkay Inc Dba Paul Davis RestoratiNONE$45,510not reported in the loaded dataset2023
Lee, LauraEMPLOYEE$44,149not reported in the loaded dataset2023
Aghili, NaderEMPLOYEE$42,594not reported in the loaded dataset2023
Aba Moriah CorporationNONE$41,713not reported in the loaded dataset2023
Kelly Press, IncNONE$39,870not reported in the loaded dataset2023
Brutus Colin Siguineau LLCNONE$38,977not reported in the loaded dataset2023
D3 TechnologiesNONE$38,233not reported in the loaded dataset2023
Creative Financial Planning IncNONE$36,500not reported in the loaded dataset2023
Jan, AzizEMPLOYEE$36,484not reported in the loaded dataset2023
Sri-Kumar Global Strategies Inc.NONE$36,480not reported in the loaded dataset2023
Van Wijngaarden, PieterEMPLOYEE$35,923not reported in the loaded dataset2023
Bredhoff & Kaiser PllcNONE$35,872not reported in the loaded dataset2023
Johnson, NedEMPLOYEE$31,691not reported in the loaded dataset2023
Bloomberg BnaNONE$29,398not reported in the loaded dataset2023
Factset Research Systems, IncNONE$28,443not reported in the loaded dataset2023
Kidder, ElizabethEMPLOYEE$28,437not reported in the loaded dataset2023
Bazie, CheikEMPLOYEE$28,287not reported in the loaded dataset2023
Stanley Aiges, ArbitratorNONE$28,125not reported in the loaded dataset2023
Elliott, JessicaEMPLOYEE$27,584not reported in the loaded dataset2023
Evans. UrsulaEMPLOYEE$27,566not reported in the loaded dataset2023
Clark, DeniseEMPLOYEE$27,330not reported in the loaded dataset2023
Ocio MonitorNONE$27,000not reported in the loaded dataset2023
Reyes, JuanitaEMPLOYEE$25,430not reported in the loaded dataset2023
Randstad Us LLCNONE$21,200not reported in the loaded dataset2023
PaycomNONE$21,142not reported in the loaded dataset2023
Cogent Communications IncNONE$20,590not reported in the loaded dataset2023
Total Administrative Services CorpNONE$20,508not reported in the loaded dataset2023
American Arbitration AssociationNONE$19,060not reported in the loaded dataset2023
Segal Marco AdvisorsNONE$18,750not reported in the loaded dataset2023
Burns Sheppard Favors PllcNONE$15,500not reported in the loaded dataset2023
New Target, Inc.NONE$14,351not reported in the loaded dataset2023
Udemy IncNONE$14,291not reported in the loaded dataset2023
Datawatch Systems IncNONE$13,760not reported in the loaded dataset2023
Red Coats IncNONE$13,055not reported in the loaded dataset2023
Segal Select Insurance Services IncNONE$0$12,7702023
Veritext LLCNONE$12,514not reported in the loaded dataset2023
Quality Associates IncNONE$11,936not reported in the loaded dataset2023
United Business TechnologiesNONE$11,388not reported in the loaded dataset2023
Avitecture, Inc.NONE$9,347not reported in the loaded dataset2023
U.S. Legal Support IncNONE$8,779not reported in the loaded dataset2023
Rickey WallaceTRUSTEE$8,694not reported in the loaded dataset2023
Polsinelli PcNONE$7,981not reported in the loaded dataset2023
Chuck Biagi'S Carpet Care Plus, IncNONE$7,356not reported in the loaded dataset2023
Lexisnexis Risk SolutionsNONE$7,211not reported in the loaded dataset2023
Steven M GallowayTRUSTEE$6,440not reported in the loaded dataset2023
Dora CervantesTRUSTEE$6,338not reported in the loaded dataset2023
R&R Mechanical LLCNONE$5,289not reported in the loaded dataset2023
Avidxchange Incnot reported in the loaded dataset$5,148not reported in the loaded dataset2023
Jim McgrathTRUSTEE$5,073not reported in the loaded dataset2023
Hireright LLCNONE$5,016not reported in the loaded dataset2023

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