2023 Form 5500 filing — Northwest Ironworkers Retirement Plan
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 20250414131042NAL0001761121005) for Northwest Ironworkers Retirement Plan, reported by Northwest Ironworkers Retirement Plan Board Of Trustees under EIN 91-6123688 and plan number 001. It reports 7,658 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414131042NAL0001761121005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Northwest Ironworkers Retirement Plan Board Of Trustees
- EIN
- 91-6123688
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 7,658
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $785,098,982
- Total liabilities (EOY)
- $7,570,349
- Net assets (EOY)
- $777,528,633
- Employer contributions
- $47,826,591
- Total income / additions
- $124,681,191
- Benefits paid
- $50,384,202
- Administrative expenses
- $3,695,828
- Total expenses
- $54,080,030
- Net increase / (decrease)
- $70,601,161
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Welfare & Pension Admin Svc, Inc. | NONE | $874,367 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $615,210 | not reported in the loaded dataset |
| Todd Asset Management LLC | NONE | $527,355 | $0 |
| Loomis, Sayles & Company, L.P. | NONE | $395,556 | not reported in the loaded dataset |
| Hood River Capital Management | NONE | $222,651 | $0 |
| U.S. Bank National Association | NONE | $157,482 | not reported in the loaded dataset |
| Panagora Asset Management, Inc. | NONE | $125,314 | $0 |
| Verus Advisory, Inc. | NONE | $123,750 | not reported in the loaded dataset |
| Sun Life Capital Management LLC | NONE | $116,013 | $0 |
| Marsh Mclennan Agency | NONE | $85,432 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $47,808 | not reported in the loaded dataset |
| Anastasi, Moore & Martin, Pllc | NONE | $23,100 | not reported in the loaded dataset |
| Print Time | NONE | $8,976 | not reported in the loaded dataset |
| Bank Of America Corporation | NONE | $7,466 | not reported in the loaded dataset |