2023 Form 5500 filing — Ironworkers District Council Of The Pacific Nw Field Ironworkers Annuity Trust 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 20250410125758NAL0021559281003) for Ironworkers District Council Of The Pacific Nw Field Ironworkers Annuity Trust Fund, reported by Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru under EIN 91-1342114 and plan number 002. It reports 8,050 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410125758NAL0021559281003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru
- EIN
- 91-1342114
- Plan number
- 002
- Location
- Mercer Island, WA
- Participants
- 8,050
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $560,575,431
- Total liabilities (EOY)
- $6,957,723
- Net assets (EOY)
- $553,617,708
- Employer contributions
- $38,862,797
- Total income / additions
- $109,316,067
- Benefits paid
- $36,384,397
- Administrative expenses
- $2,176,588
- Total expenses
- $38,560,985
- Net increase / (decrease)
- $70,755,082
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Washington Capital Management, Inc | NONE | $460,716 | not reported in the loaded dataset |
| Sierra Investment Partners | NONE | $338,752 | $0 |
| Milliman, Inc. | NONE | $310,250 | not reported in the loaded dataset |
| Loomis Sayles & Company, Lp | NONE | $219,855 | $0 |
| Welfare & Pension Admin Svc, Inc. | NONE | $206,383 | not reported in the loaded dataset |
| Hood River Capital Management | NONE | $161,238 | $0 |
| Matrix Trust Company | NONE | $125,493 | not reported in the loaded dataset |
| Panagora Asset Management, Inc | NONE | $77,509 | $0 |
| Verus | NONE | $73,750 | not reported in the loaded dataset |
| Sun Life Capital Management, LLC | NONE | $69,274 | not reported in the loaded dataset |
| Marsh & Mclennan Agency LLC | NONE | $57,987 | $0 |
| Barlow Coughran Morales & Josephson | NONE | $21,671 | not reported in the loaded dataset |
| Anastasi, Moore & Martin, Pllc | NONE | $17,500 | not reported in the loaded dataset |