Ironworkers Local 11 Annuity Fund — Form 5500 plan (Ironworkers Local 11 Annuity Fund Board Of Trustees)
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, Ironworkers Local 11 Annuity Fund is a benefit plan reported by Ironworkers Local 11 Annuity Fund Board Of Trustees under EIN 51-6135653 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,548 participants and $375,482,782 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ironworkers Local 11 Annuity Fund Board Of Trustees
- EIN
- 51-6135653
- Plan number
- 001
- Plan type
- 1
- Location
- Springfield, NJ
- Latest filing year
- 2023
- Participants
- 4,548
- End-of-year plan assets
- $375,482,782
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,548 | H, C | 20250331095134NAL0010879506001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $375,482,782
- Total liabilities (EOY)
- $16,226,539
- Net assets (EOY)
- $359,256,243
- Net assets (BOY)
- $363,739,861
Income & contributions
- Employer contributions
- $19,207,338
- Total contributions
- $19,207,338
- Total income / additions
- $32,445,015
Expenses & distributions
- Benefits paid
- $35,157,979
- Administrative expenses
- $1,770,654
- Total expenses
- $36,928,633
- Net increase / (decrease)
- -$4,483,618
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ironworkers Local 11 Welfare Fund | RELATED PARTY | $483,819 | not reported in the loaded dataset | 2023 |
| New Tower Trust Co. (Mept) | NONE | $283,323 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp. | NONE | $134,360 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $130,584 | not reported in the loaded dataset | 2023 |
| Lord Abbett | NONE | $104,781 | not reported in the loaded dataset | 2023 |
| Wcm Focused International Growth | NONE | $100,462 | not reported in the loaded dataset | 2023 |
| Western Asset Managment Co. | NONE | $65,960 | not reported in the loaded dataset | 2023 |
| Jp Morgan | NONE | $60,850 | not reported in the loaded dataset | 2023 |
| Ziegler Capital | NONE | $52,403 | not reported in the loaded dataset | 2023 |
| Weaver Barksdale & Associates | NONE | $51,051 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors | NONE | $50,608 | not reported in the loaded dataset | 2023 |
| Gw&K | NONE | $47,987 | not reported in the loaded dataset | 2023 |
| Todd Asset Management | NONE | $45,871 | not reported in the loaded dataset | 2023 |
| Fischer Dorwart, P.C. | NONE | $38,725 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $32,939 | $0 | 2023 |
| The Northern Trust Co. | NONE | $22,507 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $10,750 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $10,243 | not reported in the loaded dataset | 2023 |
| Susanin Widman & Brennan, P.C. | NONE | $6,806 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ironworkers Local 11 Annuity Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Springfield, NJ
- Ironworkers Local 11 Welfare Fund — Schedule C compensation
- New Tower Trust Co. (Mept) — Schedule C compensation
- Intercontinental Real Estate Corp. — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Lord Abbett — Schedule C compensation
- Wcm Focused International Growth — Schedule C compensation
- Western Asset Managment Co. — Schedule C compensation
- Jp Morgan — Schedule C compensation
- Ziegler Capital — Schedule C compensation
- Weaver Barksdale & Associates — Schedule C compensation
- Manning & Napier Advisors — Schedule C compensation
- Gw&K — Schedule C compensation
- Todd Asset Management — Schedule C compensation
- Fischer Dorwart, P.C. — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- The Northern Trust Co. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Susanin Widman & Brennan, P.C. — Schedule C compensation