Intermountain Ironworkers Pension Trust — Form 5500 plan (Board Of Trustees Intermountain Ironworkers 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, Intermountain Ironworkers Pension Trust is a benefit plan reported by Board Of Trustees Intermountain Ironworkers Pension Trust under EIN 87-6124266 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,958 participants and $157,666,246 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Intermountain Ironworkers Pension Trust
- EIN
- 87-6124266
- Plan number
- 001
- Plan type
- 1
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 2,958
- End-of-year plan assets
- $157,666,246
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,958 | H, C | 20250317180301NAL0002035537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $157,666,246
- Total liabilities (EOY)
- $392,535
- Net assets (EOY)
- $157,273,711
- Net assets (BOY)
- $150,884,147
Income & contributions
- Employer contributions
- $10,366,127
- Total contributions
- $10,366,127
- Total income / additions
- $25,514,037
Expenses & distributions
- Benefits paid
- $17,809,458
- Administrative expenses
- $1,315,015
- Total expenses
- $19,124,473
- Net increase / (decrease)
- $6,389,564
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Compusys Of Utah, Inc. | not reported in the loaded dataset | $221,279 | not reported in the loaded dataset | 2023 |
| Rael & Letson | not reported in the loaded dataset | $156,155 | not reported in the loaded dataset | 2023 |
| Ncs Group Trust | not reported in the loaded dataset | $105,568 | not reported in the loaded dataset | 2023 |
| Acadian Asset Managment LLC | not reported in the loaded dataset | $104,845 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc | not reported in the loaded dataset | $71,113 | not reported in the loaded dataset | 2023 |
| Washinton Capital Management, Inc. | not reported in the loaded dataset | $70,357 | not reported in the loaded dataset | 2023 |
| Haynie & Company | not reported in the loaded dataset | $69,073 | not reported in the loaded dataset | 2023 |
| Song Mondress | not reported in the loaded dataset | $57,490 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | not reported in the loaded dataset | $53,194 | not reported in the loaded dataset | 2023 |
| Us Bank | not reported in the loaded dataset | $35,797 | not reported in the loaded dataset | 2023 |
| Brandywine Global Investment Mgmt | not reported in the loaded dataset | $30,607 | not reported in the loaded dataset | 2023 |
| Benesys | not reported in the loaded dataset | $20,659 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | not reported in the loaded dataset | $12,214 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company, Na | not reported in the loaded dataset | $9,805 | not reported in the loaded dataset | 2023 |
| Deboer & Associates, Pc | not reported in the loaded dataset | $7,047 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Intermountain Ironworkers Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Compusys Of Utah, Inc. — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Ncs Group Trust — Schedule C compensation
- Acadian Asset Managment LLC — Schedule C compensation
- Ullico Investment Advisors Inc — Schedule C compensation
- Washinton Capital Management, Inc. — Schedule C compensation
- Haynie & Company — Schedule C compensation
- Song Mondress — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Us Bank — Schedule C compensation
- Brandywine Global Investment Mgmt — Schedule C compensation
- Benesys — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Wellington Trust Company, Na — Schedule C compensation
- Deboer & Associates, Pc — Schedule C compensation