California Ironworkers Field Pension Trust — Form 5500 plan (Board Of Trustees, California Ironworkers Field Pension Trust Fun)

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, California Ironworkers Field Pension Trust is a benefit plan reported by Board Of Trustees, California Ironworkers Field Pension Trust Fun under EIN 95-6042866 and plan number 001. The latest loaded filing year is 2023. The filing reports 21,784 participants and $3,308,526,816 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees, California Ironworkers Field Pension Trust Fun
EIN
95-6042866
Plan number
001
Plan type
1
Location
Pasadena, CA
Latest filing year
2023
Participants
21,784
End-of-year plan assets
$3,308,526,816

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202321,784H, C20250307180231NAL0012104657001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,308,526,816
Total liabilities (EOY)
$39,717,822
Net assets (EOY)
$3,268,808,994
Net assets (BOY)
$2,970,445,244

Income & contributions

Employer contributions
$138,677,295
Total contributions
$138,677,295
Total income / additions
$506,920,129

Expenses & distributions

Benefits paid
$194,099,575
Administrative expenses
$14,456,804
Total expenses
$208,556,379
Net increase / (decrease)
$298,363,750

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ironworkers Employees Benefit Corp.NONE$2,648,192not reported in the loaded dataset2023
Arrowstreet CapitalNONE$2,127,260not reported in the loaded dataset2023
Asb Capital Management LLCNONE$768,967not reported in the loaded dataset2023
Champlain Investment PartnersNONE$629,981$02023
Jennison Associates LLCNONE$628,682$02023
Newton Investment Management NorthNONE$628,410$02023
Aristotle Capital Boston LLCNONE$524,459$02023
Schroder Investment MgmtNONE$513,715not reported in the loaded dataset2023
PimcoNONE$497,687$02023
Dodge & CoxNONE$425,406$02023
The Bank Of New York Mellon Trust CNONE$336,484$02023
Blackrock Financial ManagementNONE$332,533not reported in the loaded dataset2023
Milliman, IncNONE$303,577not reported in the loaded dataset2023
Rvk, Inc.NONE$251,000not reported in the loaded dataset2023
Kraw Law Group, ApcNONE$235,446not reported in the loaded dataset2023
Withumsmith+Brown, PcNONE$101,304not reported in the loaded dataset2023
Top Tier Resources, Inc.NONE$101,047not reported in the loaded dataset2023
Hbk-Multi Strategy Offshore Fund LtNONE$0$92,6712023
Marsh Mclennan Companies, Inc.NONE$0$81,2392023
Roth Staffing Companies, LpNONE$71,986not reported in the loaded dataset2023
Logicalis, Inc.NONE$67,740not reported in the loaded dataset2023
Wells Fargo Bank, N.A.NONE$60,709not reported in the loaded dataset2023
Mellon Capital Mgmt CorpNONE$54,095$02023
Level 3 Financing, IncNONE$31,100not reported in the loaded dataset2023
Olympic Staffing ServicesNONE$28,803not reported in the loaded dataset2023
Nth Generation Computing, Inc.NONE$21,484not reported in the loaded dataset2023
Iron Mountain, Inc.NONE$20,896not reported in the loaded dataset2023
Life Status 360, LLCNONE$18,660not reported in the loaded dataset2023
Ecs Imaging, Inc.NONE$16,755not reported in the loaded dataset2023
Newmark Partners LpNONE$9,500not reported in the loaded dataset2023
House Of Printing, Inc.NONE$9,418not reported in the loaded dataset2023
Goldman Sachs & Co, NyNONE$8,346not reported in the loaded dataset2023
Merrill Lynch Intl London EquitiesNONE$7,054not reported in the loaded dataset2023
Ubs Securities LLC, StamfordNONE$6,584not reported in the loaded dataset2023
Rbc Capital Markets LLC, New YorkNONE$6,397not reported in the loaded dataset2023
Stericycle, IncNONE$6,042not reported in the loaded dataset2023
Robert Half International, IncNONE$5,971not reported in the loaded dataset2023
Aston Carter, Inc.NONE$5,837not reported in the loaded dataset2023
Wells Fargo Securities, LLCNONE$5,797not reported in the loaded dataset2023
Quadient Cxm Usa IncNONE$5,666not reported in the loaded dataset2023
Itad Usa Holdings, LLCNONE$5,487not reported in the loaded dataset2023
Vergent LLCNONE$5,267not reported in the loaded dataset2023

Related Form 5500 pages