2023 Form 5500 filing — Intermountain Ironworkers 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 20250317180301NAL0002035537001) for Intermountain Ironworkers Pension Trust, reported by Board Of Trustees Intermountain Ironworkers Pension Trust under EIN 87-6124266 and plan number 001. It reports 2,958 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317180301NAL0002035537001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Intermountain Ironworkers Pension Trust
- EIN
- 87-6124266
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 2,958
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $157,666,246
- Total liabilities (EOY)
- $392,535
- Net assets (EOY)
- $157,273,711
- Employer contributions
- $10,366,127
- Total income / additions
- $25,514,037
- Benefits paid
- $17,809,458
- Administrative expenses
- $1,315,015
- Total expenses
- $19,124,473
- Net increase / (decrease)
- $6,389,564
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Compusys Of Utah, Inc. | not reported in the loaded dataset | $221,279 | not reported in the loaded dataset |
| Rael & Letson | not reported in the loaded dataset | $156,155 | not reported in the loaded dataset |
| Ncs Group Trust | not reported in the loaded dataset | $105,568 | not reported in the loaded dataset |
| Acadian Asset Managment LLC | not reported in the loaded dataset | $104,845 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc | not reported in the loaded dataset | $71,113 | not reported in the loaded dataset |
| Washinton Capital Management, Inc. | not reported in the loaded dataset | $70,357 | not reported in the loaded dataset |
| Haynie & Company | not reported in the loaded dataset | $69,073 | not reported in the loaded dataset |
| Song Mondress | not reported in the loaded dataset | $57,490 | not reported in the loaded dataset |
| Nepc, LLC | not reported in the loaded dataset | $53,194 | not reported in the loaded dataset |
| Us Bank | not reported in the loaded dataset | $35,797 | not reported in the loaded dataset |
| Brandywine Global Investment Mgmt | not reported in the loaded dataset | $30,607 | not reported in the loaded dataset |
| Benesys | not reported in the loaded dataset | $20,659 | not reported in the loaded dataset |
| Segall Bryant & Hamill | not reported in the loaded dataset | $12,214 | not reported in the loaded dataset |
| Wellington Trust Company, Na | not reported in the loaded dataset | $9,805 | not reported in the loaded dataset |
| Deboer & Associates, Pc | not reported in the loaded dataset | $7,047 | not reported in the loaded dataset |