Ironworkers Local 11 Pension Fund — Form 5500 plan (Ironworkers Local 11 Pension Fund Board Of Trustees)
Plain-English plan 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, Ironworkers Local 11 Pension Fund is a benefit plan reported by Ironworkers Local 11 Pension Fund Board Of Trustees under EIN 22-6243387 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,417 participants and $375,974,810 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ironworkers Local 11 Pension Fund Board Of Trustees
- EIN
- 22-6243387
- Plan number
- 001
- Plan type
- 1
- Location
- Springfield, NJ
- Latest filing year
- 2023
- Participants
- 3,417
- End-of-year plan assets
- $375,974,810
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,417 | H, C | 20250331095058NAL0006204369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $375,974,810
- Total liabilities (EOY)
- $184,878
- Net assets (EOY)
- $375,789,932
- Net assets (BOY)
- $364,198,061
Income & contributions
- Employer contributions
- $20,029,434
- Total contributions
- $20,029,434
- Total income / additions
- $45,659,943
Expenses & distributions
- Benefits paid
- $31,915,257
- Administrative expenses
- $2,152,815
- Total expenses
- $34,068,072
- Net increase / (decrease)
- $11,591,871
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Iron Workers Local 11 Welfare Fund | RELATED PARTY | $607,237 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $183,281 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp. | NONE | $134,360 | not reported in the loaded dataset | 2023 |
| Wcm Focused International Growth | NONE | $109,637 | not reported in the loaded dataset | 2023 |
| Patriot Financial Partners | NONE | $109,292 | not reported in the loaded dataset | 2023 |
| Todd Asset Management | NONE | $102,860 | not reported in the loaded dataset | 2023 |
| Manning & Napier | NONE | $100,610 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $94,095 | not reported in the loaded dataset | 2023 |
| New Tower Trust Company (Mept) | NONE | $69,740 | not reported in the loaded dataset | 2023 |
| Western Asset Management Co. | NONE | $52,334 | not reported in the loaded dataset | 2023 |
| Weaver Barksdale & Associates | NONE | $39,827 | not reported in the loaded dataset | 2023 |
| Fischer Dorwart, P.C. | NONE | $39,800 | not reported in the loaded dataset | 2023 |
| Cleary, Josem & Trigiani | NONE | $36,633 | not reported in the loaded dataset | 2023 |
| Gw&K Investment Management | NONE | $35,838 | not reported in the loaded dataset | 2023 |
| Ziegler Capital Management | NONE | $34,106 | not reported in the loaded dataset | 2023 |
| The Northern Trust Co. | NONE | $30,273 | not reported in the loaded dataset | 2023 |
| Susanin Widman & Brennan, Pc | NONE | $24,891 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $23,225 | $0 | 2023 |
| Jospeh R. Pagano, P.A. | NONE | $16,650 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ironworkers Local 11 Pension Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Springfield, NJ
- Iron Workers Local 11 Welfare Fund — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Intercontinental Real Estate Corp. — Schedule C compensation
- Wcm Focused International Growth — Schedule C compensation
- Patriot Financial Partners — Schedule C compensation
- Todd Asset Management — Schedule C compensation
- Manning & Napier — Schedule C compensation
- The Segal Company — Schedule C compensation
- New Tower Trust Company (Mept) — Schedule C compensation
- Western Asset Management Co. — Schedule C compensation
- Weaver Barksdale & Associates — Schedule C compensation
- Fischer Dorwart, P.C. — Schedule C compensation
- Cleary, Josem & Trigiani — Schedule C compensation
- Gw&K Investment Management — Schedule C compensation
- Ziegler Capital Management — Schedule C compensation
- The Northern Trust Co. — Schedule C compensation
- Susanin Widman & Brennan, Pc — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Jospeh R. Pagano, P.A. — Schedule C compensation