Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund — Form 5500 plan (Board Of Trustees, Iron Workers Local No. 5 & Iwea)
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 Local No. 5 & Iwea Employees Pension Trust Fund is a benefit plan reported by Board Of Trustees, Iron Workers Local No. 5 & Iwea under EIN 52-1075473 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,375 participants and $399,532,532 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Iron Workers Local No. 5 & Iwea
- EIN
- 52-1075473
- Plan number
- 001
- Plan type
- 1
- Location
- Mercer Island, WA
- Latest filing year
- 2023
- Participants
- 2,375
- End-of-year plan assets
- $399,532,532
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,375 | H, C | 20250414222507NAL0002508097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $399,532,532
- Total liabilities (EOY)
- $6,841,059
- Net assets (EOY)
- $392,691,473
- Net assets (BOY)
- $366,693,392
Income & contributions
- Employer contributions
- $14,564,399
- Total contributions
- $14,564,399
- Total income / additions
- $52,893,436
Expenses & distributions
- Benefits paid
- $24,662,908
- Administrative expenses
- $2,232,447
- Total expenses
- $26,895,355
- Net increase / (decrease)
- $25,998,081
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wpas, Inc. | NONE | $269,160 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Investment | NONE | $239,581 | $0 | 2023 |
| Wedge Capital Management | NONE | $219,044 | $0 | 2023 |
| Ullico Investment Advisors, Inc | NONE | $208,116 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management LLC | NONE | $192,162 | not reported in the loaded dataset | 2023 |
| Thomson Horstmann & Bryant | NONE | $186,242 | $0 | 2023 |
| Invesco Trust Company | NONE | $147,834 | $0 | 2023 |
| Bha Consulting LLC | NONE | $115,241 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $76,212 | $0 | 2023 |
| Ubs | NONE | $70,226 | not reported in the loaded dataset | 2023 |
| Segal Marco | NONE | $70,000 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $67,763 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue Llp | NONE | $59,783 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $45,700 | not reported in the loaded dataset | 2023 |
| Rhumbline Advisors | NONE | $30,789 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | NONE | $16,154 | not reported in the loaded dataset | 2023 |
| Northern Trust Corporation | NONE | $11,883 | $0 | 2023 |
| Bank Of America | NONE | $11,039 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $7,104 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Iron Workers Local No. 5 & Iwea
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Mercer Island, WA
- Wpas, Inc. — Schedule C compensation
- J.P. Morgan Investment — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Ullico Investment Advisors, Inc — Schedule C compensation
- Acadian Asset Management LLC — Schedule C compensation
- Thomson Horstmann & Bryant — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Bha Consulting LLC — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Ubs — Schedule C compensation
- Segal Marco — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- O'Donoghue & O'Donoghue Llp — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Rhumbline Advisors — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- Bank Of America — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation