2023 Form 5500 filing — Iam National Pension Fund

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 20241004100131NAL0019433328004) for Iam National Pension Fund, reported by Board Of Trustees Of The I.A.M. National Pension Fund under EIN 51-6031295 and plan number 002. It reports 297,410 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241004100131NAL0019433328004
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Of The I.A.M. National Pension Fund
EIN
51-6031295
Plan number
002
Location
Washington, DC
Participants
297,410
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,299,885,772
Total liabilities (EOY)
$390,727,943
Net assets (EOY)
$13,909,157,829
Employer contributions
$569,936,876
Total income / additions
$1,510,459,142
Benefits paid
$1,029,557,750
Administrative expenses
$92,830,933
Total expenses
$1,122,388,683
Net increase / (decrease)
$388,070,459
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Acadian Asset Management LLCNONE$6,078,196not reported in the loaded dataset
National Iam Benefit TrustRELATED BEENFIT FUND$3,440,594not reported in the loaded dataset
Blackstone Alternative Asset MgmtNONE$3,411,835not reported in the loaded dataset
Entrust Global Partners Offshore LpNONE$3,275,869not reported in the loaded dataset
Vitech Systems Sub LLCNONE$2,994,761not reported in the loaded dataset
Proskauer Rose, LlpNONE$2,875,651not reported in the loaded dataset
Hamilton Lane Advisors LLCNONE$2,842,053not reported in the loaded dataset
American Realty AdvisorsNONE$2,838,921not reported in the loaded dataset
Rice Hall James & Associates LLCNONE$2,667,436$0
Principal Life Insurance CompanyNONE$2,410,016$0
Heitman Capital ManagementNONE$2,093,142not reported in the loaded dataset
Harvest Fund Advisors LLCNONE$2,034,175not reported in the loaded dataset
T. Rowe Price Trust CompanyNONE$1,716,708$0
Graystone Consulting Morgan StanleyNONE$1,412,500not reported in the loaded dataset
PimcoNONE$1,378,668not reported in the loaded dataset
Metlife Investment ManagementNONE$1,308,548not reported in the loaded dataset
Mittera IncNONE$859,380not reported in the loaded dataset
Guggenheim Partners Investment ManaNONE$804,884not reported in the loaded dataset
New South Capital MgmtNONE$728,401$0
Driehaus Capital Management LLCNONE$650,843$0
Jackson Square PartnersNONE$601,624$0
Algert Global LLCNONE$563,110not reported in the loaded dataset
Data Canopy ColocationNONE$505,797not reported in the loaded dataset
State Street Bank & Trust CompanyNONE$494,672$0
Doyle Printing & Offset, Inc.NONE$478,000not reported in the loaded dataset
Pgim IncNONE$471,366not reported in the loaded dataset
Slevin & Hart PcNONE$464,731not reported in the loaded dataset
Lowenstein Sandler LlpNONE$424,505not reported in the loaded dataset
Withum Smith Brown PcNONE$416,002not reported in the loaded dataset
Lord Abbett & Co., LLCNONE$393,590not reported in the loaded dataset
Insight Direct Usa, IncNONE$360,312not reported in the loaded dataset
The Segal CompanyNONE$356,037not reported in the loaded dataset
Dodge & CoxNONE$340,056$0
Payden & RygelNONE$335,185not reported in the loaded dataset
Powersource Solutions IncNONE$273,758not reported in the loaded dataset
Novak Francella, LLCNONE$266,871not reported in the loaded dataset
Novak, RonaldEMPLOYEE$255,137not reported in the loaded dataset
Cheiron IncNONE$248,821not reported in the loaded dataset
Tierney, JamesEMPLOYEE$248,160not reported in the loaded dataset
Morgan, Lewis & Bockius LlpNONE$224,378not reported in the loaded dataset
State Street Global Advisors TrustNONE$220,046$0
Young, JonathanEMPLOYEE$211,829not reported in the loaded dataset
Bny MellonNONE$207,536$0
Frye, WendyEMPLOYEE$206,539not reported in the loaded dataset
Cohn, DavidEMPLOYEE$202,700not reported in the loaded dataset
Ring Central Inc.NONE$192,048not reported in the loaded dataset
Dorch, AdinaEMPLOYEE$186,097not reported in the loaded dataset
Oracle America, IncNONE$183,301not reported in the loaded dataset
American Century Investment ManagemNONE$176,538$0
Blackrock Financial Management IncNONE$176,420$0
Goad Jr., RaymondEMPLOYEE$175,611not reported in the loaded dataset
Thaker, Nirav MahendraEMPLOYEE$170,401not reported in the loaded dataset
Rightpath Resources IncNONE$164,013not reported in the loaded dataset
Anderson, DamienEMPLOYEE$162,363not reported in the loaded dataset
Thapa, AnjanEMPLOYEE$159,819not reported in the loaded dataset
Morrison, ShonyaEMPLOYEE$157,064not reported in the loaded dataset
Murray, LoriEMPLOYEE$151,162not reported in the loaded dataset
Montgomery, YolandaEMPLOYEE$146,809not reported in the loaded dataset
Neama, HossamEMPLOYEE$142,691not reported in the loaded dataset
Bright, ArthurEMPLOYEE$140,823not reported in the loaded dataset
Desheild, ArnoldEMPLOYEE$135,493not reported in the loaded dataset
Tian, YanEMPLOYEE$126,938not reported in the loaded dataset
Poist, MarkEMPLOYEE$123,588not reported in the loaded dataset
Le, TrungEMPLOYEE$123,311not reported in the loaded dataset
Rogers, AlexanderEMPLOYEE$122,129not reported in the loaded dataset
Rankine, MalikahEMPLOYEE$121,932not reported in the loaded dataset
Pinnock, AndreaEMPLOYEE$117,139not reported in the loaded dataset
Skolnick, AlanRETIRED EMPLOYEE$116,627not reported in the loaded dataset
Ngo, Doan TrangEMPLOYEE$116,522not reported in the loaded dataset
Simbulan, RacquelEMPLOYEE$113,189not reported in the loaded dataset
Managed Business Solutions, LLCNONE$113,174not reported in the loaded dataset
Platt, SusanEMPLOYEE$110,852not reported in the loaded dataset
Mellion, SchuylerEMPLOYEE$108,097not reported in the loaded dataset
Taylor, KathleenEMPLOYEE$106,183not reported in the loaded dataset
Lovitt, Tyieka KEMPLOYEE$102,277not reported in the loaded dataset
Brown, JordanEMPLOYEE$99,913not reported in the loaded dataset
Jones, FarrahEMPLOYEE$99,893not reported in the loaded dataset
Murphy, SherylEMPLOYEE$99,139not reported in the loaded dataset
Adm Enterprises Group IncNONE$99,000not reported in the loaded dataset
Jackson, LoganEMPLOYEE$98,659not reported in the loaded dataset
Celestine, ParrisEMPLOYEE$97,385not reported in the loaded dataset
Rawlins, DontaeEMPLOYEE$97,126not reported in the loaded dataset
Bethune, TroyEMPLOYEE$96,881not reported in the loaded dataset
Brown, SonyaEMPLOYEE$95,924not reported in the loaded dataset
Ramsay, AngelaEMPLOYEE$95,147not reported in the loaded dataset
Peterson, LavoniaEMPLOYEE$94,579not reported in the loaded dataset
Abdella, MedinaEMPLOYEE$94,526not reported in the loaded dataset
Jones, AntoninetteEMPLOYEE$93,376not reported in the loaded dataset
Chognika, RomaricEMPLOYEE$93,076not reported in the loaded dataset
Amwins Group Benefits IncNONE$92,307not reported in the loaded dataset
Gross, BrandonEMPLOYEE$90,877not reported in the loaded dataset
Copeland, SeanEMPLOYEE$90,271not reported in the loaded dataset
Rosales, EloizaEMPLOYEE$88,495not reported in the loaded dataset
Melton, StaceyEMPLOYEE$87,536not reported in the loaded dataset
Shaughnessy, DanielEMPLOYEE$86,905not reported in the loaded dataset
Holden, DeonteEMPLOYEE$86,802not reported in the loaded dataset
Wells, LorraineEMPLOYEE$86,166not reported in the loaded dataset
Wilson, GlennEMPLOYEE$86,068not reported in the loaded dataset
Campos, SergioEMPLOYEE$85,997not reported in the loaded dataset
Jones, DawnEMPLOYEE$85,912not reported in the loaded dataset
Williams, EssenceEMPLOYEE$85,805not reported in the loaded dataset
Malabet, DarnellEMPLOYEE$85,263not reported in the loaded dataset
Shepherd, CourtneyEMPLOYEE$85,240not reported in the loaded dataset
Brandon, Dionne C.EMPLOYEE$85,102not reported in the loaded dataset
Mills, ErickaEMPLOYEE$84,624not reported in the loaded dataset
Alexander, LouisEMPLOYEE$84,615not reported in the loaded dataset
Calleros, ClaudiaEMPLOYEE$84,579not reported in the loaded dataset
Kanowicz, LaurenEMPLOYEE$84,152not reported in the loaded dataset
Chea, PaulaEMPLOYEE$84,077not reported in the loaded dataset
Smith-Matthews, KishaEMPLOYEE$83,855not reported in the loaded dataset
Peralta, LaverneEMPLOYEE$83,292not reported in the loaded dataset
Pharr, AshleyEMPLOYEE$83,286not reported in the loaded dataset
Schoenbucher, BrookeEMPLOYEE$83,070not reported in the loaded dataset
Tate, NicoleEMPLOYEE$82,984not reported in the loaded dataset
Reyes, NuviaEMPLOYEE$82,717not reported in the loaded dataset
Buduan, HelenEMPLOYEE$82,508not reported in the loaded dataset
Coleman, JeremyEMPLOYEE$82,434not reported in the loaded dataset
Wise, EmilyEMPLOYEE$82,419not reported in the loaded dataset
Herndon, JiliaEMPLOYEE$82,372not reported in the loaded dataset
Horowitz, CoriEMPLOYEE$82,263not reported in the loaded dataset
Omalley, DavidEMPLOYEE$82,251not reported in the loaded dataset
Svorcek, MeganEMPLOYEE$82,168not reported in the loaded dataset
Namashulua, CelesteEMPLOYEE$82,139not reported in the loaded dataset
Doyle, HannahEMPLOYEE$82,122not reported in the loaded dataset
Dyer, RodneyEMPLOYEE$82,120not reported in the loaded dataset
Aladdin, AminataEMPLOYEE$81,972not reported in the loaded dataset
Young, LashawnEMPLOYEE$81,962not reported in the loaded dataset
Patterson, MichaelEMPLOYEE$81,923not reported in the loaded dataset
Carmon, NatashaEMPLOYEE$81,701not reported in the loaded dataset
Wheeler, JovaunEMPLOYEE$81,644not reported in the loaded dataset
Sanson, ShawnEMPLOYEE$81,589not reported in the loaded dataset
Page, SamiahEMPLOYEE$81,454not reported in the loaded dataset
Brown, LetitciaEMPLOYEE$81,355not reported in the loaded dataset
Britton, TiffanyEMPLOYEE$81,229not reported in the loaded dataset
Rollins, JenniferEMPLOYEE$81,106not reported in the loaded dataset
Jenkins, DanaEMPLOYEE$81,061not reported in the loaded dataset
Santos-Borja, MariaEMPLOYEE$80,707not reported in the loaded dataset
Johnson, SherkiaEMPLOYEE$80,682not reported in the loaded dataset
Duckett, ChantelEMPLOYEE$80,655not reported in the loaded dataset
Blair, TheresaEMPLOYEE$80,489not reported in the loaded dataset
Johnson, KneissEMPLOYEE$80,340not reported in the loaded dataset
Epps, LovelyEMPLOYEE$79,873not reported in the loaded dataset
Macrall Agnus, NikitaEMPLOYEE$79,821not reported in the loaded dataset
Mosley, DanielleEMPLOYEE$79,687not reported in the loaded dataset
Kelly, ChanaeEMPLOYEE$79,646not reported in the loaded dataset
Marshall, RavenEMPLOYEE$79,459not reported in the loaded dataset
Owens, LatoyaEMPLOYEE$78,867not reported in the loaded dataset
Pearson, LawrenceEMPLOYEE$78,778not reported in the loaded dataset
Clifton, AmyEMPLOYEE$78,635not reported in the loaded dataset
Fortune-Williams, LisaEMPLOYEE$78,498not reported in the loaded dataset
Mills, GenaeEMPLOYEE$78,478not reported in the loaded dataset
Casimiro-Noel, ZepheniaEMPLOYEE$78,300not reported in the loaded dataset
Cox, LorettaEMPLOYEE$78,199not reported in the loaded dataset
Smallwood, TangelaEMPLOYEE$77,866not reported in the loaded dataset
Wallace, KristinaEMPLOYEE$77,745not reported in the loaded dataset
Valenzuela, EdgarEMPLOYEE$77,625not reported in the loaded dataset
Gosmon, NailahEMPLOYEE$77,286not reported in the loaded dataset
Jones, FaithEMPLOYEE$76,860not reported in the loaded dataset
Perry, CharlotteEMPLOYEE$76,855not reported in the loaded dataset
Jackson, NiaEMPLOYEE$76,355not reported in the loaded dataset
Poindexter, NichelleEMPLOYEE$76,240not reported in the loaded dataset
Cooper, SabrinaEMPLOYEE$76,160not reported in the loaded dataset
Freshwater, DamonEMPLOYEE$75,186not reported in the loaded dataset
Gilbert, CatriceEMPLOYEE$75,026not reported in the loaded dataset
Shorter, TiffanyEMPLOYEE$74,979not reported in the loaded dataset
Beacon Hill Staffing Group, LLCNONE$74,403not reported in the loaded dataset
Ford, JumishaEMPLOYEE$74,001not reported in the loaded dataset
Hunter, ClemmietineEMPLOYEE$73,899not reported in the loaded dataset
Gutierez-Rijo, CarolinaEMPLOYEE$73,896not reported in the loaded dataset
Mckenzie-Court, MayiaEMPLOYEE$73,823not reported in the loaded dataset
Caldwell, SusanEMPLOYEE$73,526not reported in the loaded dataset
Bullock, MonicaEMPLOYEE$73,469not reported in the loaded dataset
Lancaster, CharityEMPLOYEE$73,293not reported in the loaded dataset
Jones, TileaEMPLOYEE$72,790not reported in the loaded dataset
Mangum, TimothyEMPLOYEE$71,591not reported in the loaded dataset
Brunson, LakishaEMPLOYEE$71,509not reported in the loaded dataset
Lewis, ToiyaEMPLOYEE$71,131not reported in the loaded dataset
Duren, JerriEMPLOYEE$70,716not reported in the loaded dataset
Mceachin, CherelleEMPLOYEE$70,393not reported in the loaded dataset
Amaral, PeterEMPLOYEE$69,934not reported in the loaded dataset
Deguzman, JohnnyEMPLOYEE$69,421not reported in the loaded dataset
Goode, JaylaEMPLOYEE$68,495not reported in the loaded dataset
Maragh, MelissaEMPLOYEE$68,143not reported in the loaded dataset
Pension Beenfit InformationNONE$68,098not reported in the loaded dataset
Coleman, VanessaEMPLOYEE$67,900not reported in the loaded dataset
Yansen, MarshaEMPLOYEE$67,348not reported in the loaded dataset
Carroll, LaurenEMPLOYEE$66,991not reported in the loaded dataset
Gutridge, BarbaraEMPLOYEE$66,199not reported in the loaded dataset
Foster, MargaretEMPLOYEE$66,039not reported in the loaded dataset
Mcghee, LakeishaEMPLOYEE$66,039not reported in the loaded dataset
Dietrich, CynthiaEMPLOYEE$65,931not reported in the loaded dataset
Thompson, LeslieEMPLOYEE$65,668not reported in the loaded dataset
Thomas, AngelaEMPLOYEE$65,514not reported in the loaded dataset
Spears, StarquashaEMPLOYEE$65,301not reported in the loaded dataset
Boone, JosephEMPLOYEE$65,011not reported in the loaded dataset
Cynthia DietrichNONE$64,580not reported in the loaded dataset
Plummer, BrittanyEMPLOYEE$64,127not reported in the loaded dataset
Payne, JosephEMPLOYEE$63,880not reported in the loaded dataset
Bullock, AprilEMPLOYEE$63,756not reported in the loaded dataset
Miles, KimberlyEMPLOYEE$63,620not reported in the loaded dataset
Parker, AlexusEMPLOYEE$63,486not reported in the loaded dataset
Mason, SimoneEMPLOYEE$62,661not reported in the loaded dataset
Northern Trust CorporationNONE$60,905$0
Martin, JamesEMPLOYEE$60,569not reported in the loaded dataset
Mccarthey, IndiaEMPLOYEE$57,215not reported in the loaded dataset
Colza, Zane SEMPLOYEE$57,146not reported in the loaded dataset
Watley, BruceEMPLOYEE$56,347not reported in the loaded dataset
Hawkins, TineishaEMPLOYEE$55,093not reported in the loaded dataset
Ashton-Trimmer, IkeaEMPLOYEE$54,981not reported in the loaded dataset
Green, NicholeEMPLOYEE$52,230not reported in the loaded dataset
Aragon, GlennEMPLOYEE$51,952not reported in the loaded dataset
Amalgamated Employee Benefits AdminNONE$46,404not reported in the loaded dataset
Yee, JennyRETIRED EMPLOYEE$45,806not reported in the loaded dataset
Haring, ElizabethEMPLOYEE$45,798not reported in the loaded dataset
Barkay Inc Dba Paul Davis RestoratiNONE$45,510not reported in the loaded dataset
Lee, LauraEMPLOYEE$44,149not reported in the loaded dataset
Aghili, NaderEMPLOYEE$42,594not reported in the loaded dataset
Aba Moriah CorporationNONE$41,713not reported in the loaded dataset
Kelly Press, IncNONE$39,870not reported in the loaded dataset
Brutus Colin Siguineau LLCNONE$38,977not reported in the loaded dataset
D3 TechnologiesNONE$38,233not reported in the loaded dataset
Creative Financial Planning IncNONE$36,500not reported in the loaded dataset
Jan, AzizEMPLOYEE$36,484not reported in the loaded dataset
Sri-Kumar Global Strategies Inc.NONE$36,480not reported in the loaded dataset
Van Wijngaarden, PieterEMPLOYEE$35,923not reported in the loaded dataset
Bredhoff & Kaiser PllcNONE$35,872not reported in the loaded dataset
Johnson, NedEMPLOYEE$31,691not reported in the loaded dataset
Bloomberg BnaNONE$29,398not reported in the loaded dataset
Factset Research Systems, IncNONE$28,443not reported in the loaded dataset
Kidder, ElizabethEMPLOYEE$28,437not reported in the loaded dataset
Bazie, CheikEMPLOYEE$28,287not reported in the loaded dataset
Stanley Aiges, ArbitratorNONE$28,125not reported in the loaded dataset
Elliott, JessicaEMPLOYEE$27,584not reported in the loaded dataset
Evans. UrsulaEMPLOYEE$27,566not reported in the loaded dataset
Clark, DeniseEMPLOYEE$27,330not reported in the loaded dataset
Ocio MonitorNONE$27,000not reported in the loaded dataset
Reyes, JuanitaEMPLOYEE$25,430not reported in the loaded dataset
Randstad Us LLCNONE$21,200not reported in the loaded dataset
PaycomNONE$21,142not reported in the loaded dataset
Cogent Communications IncNONE$20,590not reported in the loaded dataset
Total Administrative Services CorpNONE$20,508not reported in the loaded dataset
American Arbitration AssociationNONE$19,060not reported in the loaded dataset
Segal Marco AdvisorsNONE$18,750not reported in the loaded dataset
Burns Sheppard Favors PllcNONE$15,500not reported in the loaded dataset
New Target, Inc.NONE$14,351not reported in the loaded dataset
Udemy IncNONE$14,291not reported in the loaded dataset
Datawatch Systems IncNONE$13,760not reported in the loaded dataset
Red Coats IncNONE$13,055not reported in the loaded dataset
Segal Select Insurance Services IncNONE$0$12,770
Veritext LLCNONE$12,514not reported in the loaded dataset
Quality Associates IncNONE$11,936not reported in the loaded dataset
United Business TechnologiesNONE$11,388not reported in the loaded dataset
Avitecture, Inc.NONE$9,347not reported in the loaded dataset
U.S. Legal Support IncNONE$8,779not reported in the loaded dataset
Rickey WallaceTRUSTEE$8,694not reported in the loaded dataset
Polsinelli PcNONE$7,981not reported in the loaded dataset
Chuck Biagi'S Carpet Care Plus, IncNONE$7,356not reported in the loaded dataset
Lexisnexis Risk SolutionsNONE$7,211not reported in the loaded dataset
Steven M GallowayTRUSTEE$6,440not reported in the loaded dataset
Dora CervantesTRUSTEE$6,338not reported in the loaded dataset
R&R Mechanical LLCNONE$5,289not reported in the loaded dataset
Avidxchange Incnot reported in the loaded dataset$5,148not reported in the loaded dataset
Jim McgrathTRUSTEE$5,073not reported in the loaded dataset
Hireright LLCNONE$5,016not reported in the loaded dataset

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