2023 Form 5500 filing — Iron Workers Pension Plan Of Western Pennsylvania
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240807151036NAL0002174419001) for Iron Workers Pension Plan Of Western Pennsylvania, reported by Board Of Trustees Iron Workers Pension Plan Of Western Pa under EIN 25-1283169 and plan number 001. It reports 2,920 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807151036NAL0002174419001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Iron Workers Pension Plan Of Western Pa
- EIN
- 25-1283169
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 2,920
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $280,776,867
- Total liabilities (EOY)
- $53,042
- Net assets (EOY)
- $280,723,825
- Employer contributions
- $17,493,720
- Total income / additions
- $38,732,657
- Benefits paid
- $20,608,876
- Administrative expenses
- $1,840,231
- Total expenses
- $22,449,107
- Net increase / (decrease)
- $16,283,550
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Trust | NONE | $156,654 | $0 |
| Jessica Schneider | EMPLOYEE | $142,909 | not reported in the loaded dataset |
| Svb Strategic Investors Fund Xi Cay | NONE | $139,778 | not reported in the loaded dataset |
| Andrea Kruszewski | EMPLOYEE | $113,219 | not reported in the loaded dataset |
| The Segal Company | NONE | $104,000 | not reported in the loaded dataset |
| Ifm Investors, LLC | NONE | $91,059 | $0 |
| Toni Diclemente | EMPLOYEE | $81,795 | not reported in the loaded dataset |
| Aberdeen Asset Management | NONE | $79,176 | $0 |
| Marilee Hufnagel | EMPLOYEE | $78,047 | not reported in the loaded dataset |
| Boyd Watterson Asset Management,LLC | NONE | $71,328 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $62,178 | not reported in the loaded dataset |
| Jamey Gianni | EMPLOYEE | $60,270 | not reported in the loaded dataset |
| Marquette Associates | NONE | $58,333 | not reported in the loaded dataset |
| Louise Dye | EMPLOYEE | $58,092 | not reported in the loaded dataset |
| Lisa King | EMPLOYEE | $53,277 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $50,417 | not reported in the loaded dataset |
| Tucker Arensberg | NONE | $35,998 | not reported in the loaded dataset |
| Aew Partners , L.P. | NONE | $32,549 | not reported in the loaded dataset |
| Aew Capital Management | NONE | $32,538 | not reported in the loaded dataset |
| Hancock | NONE | $32,349 | not reported in the loaded dataset |
| Investors Diversified Realty, LLC | NONE | $26,990 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $23,085 | $0 |
| Diclaudio & Kramer, LLC | NONE | $23,000 | not reported in the loaded dataset |
| Svb Strategic Investors Fund Viii | NONE | $22,959 | not reported in the loaded dataset |
| Svb Strategic Investors Fund X Caym | NONE | $22,499 | not reported in the loaded dataset |
| Meyer, Unkovic & Scott | NONE | $21,085 | not reported in the loaded dataset |
| Ironsides Offshore Co-Invest Vi, Lp | NONE | $20,000 | not reported in the loaded dataset |
| Global Infrastructure Partners | NONE | $18,247 | not reported in the loaded dataset |
| Ironsides Partnership Fund Iii, Lp | NONE | $15,000 | not reported in the loaded dataset |
| Ironsides Partnership Fund Iv, Lp | NONE | $15,000 | not reported in the loaded dataset |
| Allan Bates Associates | NONE | $12,362 | not reported in the loaded dataset |
| Rhumbline Advisors | NONE | $6,879 | not reported in the loaded dataset |
| Ironsides Direct Investment Fund Iv | NONE | $5,795 | not reported in the loaded dataset |
| Ironsides Co-Investment Fund Iii | NONE | $5,206 | not reported in the loaded dataset |