2023 Form 5500 filing — Ironworkers Local 11 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 20250331095058NAL0006204369001) for Ironworkers Local 11 Pension Fund, reported by Ironworkers Local 11 Pension Fund Board Of Trustees under EIN 22-6243387 and plan number 001. It reports 3,417 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250331095058NAL0006204369001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ironworkers Local 11 Pension Fund Board Of Trustees
- EIN
- 22-6243387
- Plan number
- 001
- Location
- Springfield, NJ
- Participants
- 3,417
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $375,974,810
- Total liabilities (EOY)
- $184,878
- Net assets (EOY)
- $375,789,932
- Employer contributions
- $20,029,434
- Total income / additions
- $45,659,943
- Benefits paid
- $31,915,257
- Administrative expenses
- $2,152,815
- Total expenses
- $34,068,072
- Net increase / (decrease)
- $11,591,871
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Iron Workers Local 11 Welfare Fund | RELATED PARTY | $607,237 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $183,281 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp. | NONE | $134,360 | not reported in the loaded dataset |
| Wcm Focused International Growth | NONE | $109,637 | not reported in the loaded dataset |
| Patriot Financial Partners | NONE | $109,292 | not reported in the loaded dataset |
| Todd Asset Management | NONE | $102,860 | not reported in the loaded dataset |
| Manning & Napier | NONE | $100,610 | not reported in the loaded dataset |
| The Segal Company | NONE | $94,095 | not reported in the loaded dataset |
| New Tower Trust Company (Mept) | NONE | $69,740 | not reported in the loaded dataset |
| Western Asset Management Co. | NONE | $52,334 | not reported in the loaded dataset |
| Weaver Barksdale & Associates | NONE | $39,827 | not reported in the loaded dataset |
| Fischer Dorwart, P.C. | NONE | $39,800 | not reported in the loaded dataset |
| Cleary, Josem & Trigiani | NONE | $36,633 | not reported in the loaded dataset |
| Gw&K Investment Management | NONE | $35,838 | not reported in the loaded dataset |
| Ziegler Capital Management | NONE | $34,106 | not reported in the loaded dataset |
| The Northern Trust Co. | NONE | $30,273 | not reported in the loaded dataset |
| Susanin Widman & Brennan, Pc | NONE | $24,891 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $23,225 | $0 |
| Jospeh R. Pagano, P.A. | NONE | $16,650 | not reported in the loaded dataset |