2023 Form 5500 filing — Steelworkers Pension Trust
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 20241014111824NAL0014828867001) for Steelworkers Pension Trust, reported by Steelworkers Pension Trust under EIN 23-6648508 and plan number 499. It reports 124,532 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014111824NAL0014828867001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Steelworkers Pension Trust
- EIN
- 23-6648508
- Plan number
- 499
- Location
- Pittsburgh, PA
- Participants
- 124,532
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,602,912,146
- Total liabilities (EOY)
- $116,733,166
- Net assets (EOY)
- $6,486,178,980
- Employer contributions
- $295,778,464
- Total income / additions
- $1,101,594,732
- Benefits paid
- $411,162,340
- Administrative expenses
- $34,259,206
- Total expenses
- $445,421,546
- Net increase / (decrease)
- $656,173,186
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $3,268,658 | $0 |
| Jpmorganchase Bank, Na Real Estate | NONE | $2,648,725 | $0 |
| Blackstone Tactical Opp Funds Iv Lp | NONE | $0 | $2,562,838 |
| Northern Trust Co | NONE | $535,767 | $1,615,799 |
| Peregrine Capital Management | NONE | $1,717,599 | $231,593 |
| Frontier Capital Management | NONE | $1,786,185 | $0 |
| Epoch Investment Partners | NONE | $1,689,730 | $0 |
| Blackstone Tactical Opp Funds Ii Lp | NONE | $0 | $1,655,217 |
| Loomis Sayles Group | NONE | $1,604,475 | $0 |
| Globeflex Capital, Lp | NONE | $1,401,047 | $153,940 |
| Asb Allegiance Real Estate Fund | NONE | $1,539,698 | $0 |
| Mfs Institutional Advisors Inc | NONE | $1,419,426 | $0 |
| Goldman Sachs Asset Management Lp | NONE | $0 | $1,419,271 |
| Wedge Capital Management | NONE | $1,222,334 | $97,710 |
| Fred Alger Management | NONE | $1,238,785 | $54,589 |
| Siguler Guff Advisors | NONE | $1,245,522 | $0 |
| Sierra Investment Partners | NONE | $751,332 | $338,724 |
| Jpmorgan Investment Management Inc | NONE | $1,074,990 | $0 |
| Lsv Int'L Value Equity Trust | NONE | $969,309 | $0 |
| Chartwell Investment Partners | NONE | $782,334 | $11,456 |
| Wtc Ctf Opportunistic Fixed Income | NONE | $761,567 | $0 |
| Oaktree Opportunities Fund Ix Lp | NONE | $0 | $639,013 |
| Laner Muchin | NONE | $624,684 | $0 |
| Metropolitan West Asset Management | NONE | $525,938 | $0 |
| Ag Core Realty Fund Iv Lp | NONE | $434,259 | $0 |
| Consulting Group Morgan Stanley Smi | NONE | $225,000 | $0 |
| Daniel Bosh | EMPLOYEE | $150,907 | $0 |
| Cheiron | NONE | $144,992 | $0 |
| Deborah Chorba | EMPLOYEE | $125,317 | $0 |
| Scantek | NONE | $125,013 | $0 |
| Dennis Powell | EMPLOYEE | $121,352 | $0 |
| Tucker Arensburg | NONE | $117,972 | $0 |
| Michelle Bonham | EMPLOYEE | $114,871 | $0 |
| Kreischer Miller | NONE | $104,050 | $0 |
| Hbkit LLC Dba Vertilocity | NONE | $74,078 | $0 |
| Bny Mellon | NONE | $65,446 | $0 |
| Hayley Holzworth | EMPLOYEE | $64,735 | $0 |
| Stanford White | EMPLOYEE | $57,495 | $0 |
| Paul Rogers | EMPLOYEE | $56,689 | $0 |
| Cynthia Mendoza | EMPLOYEE | $56,625 | $0 |
| Susan Rampero | EMPLOYEE | $55,515 | $0 |
| Kramer Warner Associates | NONE | $0 | $25,550 |
| Wanda Murphy | EMPLOYEE | $10,952 | $0 |
| Automated Data Processing | NONE | $9,965 | $0 |
| Ag Core Plus Realty Iii Lp | NONE | $5,491 | $0 |
| Blackstone Tactical Opp Fund Lp | NONE | $0 | $3,507 |
| Hamilton Lane Advisors | NONE | $0 | $0 |