Plan5500

Steelworkers Pension Trust — Form 5500 plan (Steelworkers Pension Trust)

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, Steelworkers Pension Trust is a benefit plan reported by Steelworkers Pension Trust under EIN 23-6648508 and plan number 499. The latest loaded filing year is 2023. The filing reports 124,532 participants and $6,602,912,146 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Steelworkers Pension Trust
EIN
23-6648508
Plan number
499
Plan type
1
Location
Pittsburgh, PA
Latest filing year
2023
Participants
124,532
End-of-year plan assets
$6,602,912,146

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023124,532H, C20241014111824NAL0014828867001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,602,912,146
Total liabilities (EOY)
$116,733,166
Net assets (EOY)
$6,486,178,980
Net assets (BOY)
$5,830,005,794

Income & contributions

Employer contributions
$295,778,464
Total contributions
$295,778,464
Total income / additions
$1,101,594,732

Expenses & distributions

Benefits paid
$411,162,340
Administrative expenses
$34,259,206
Total expenses
$445,421,546
Net increase / (decrease)
$656,173,186

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Zenith American SolutionsNONE$3,268,658$02023
Jpmorganchase Bank, Na Real EstateNONE$2,648,725$02023
Blackstone Tactical Opp Funds Iv LpNONE$0$2,562,8382023
Northern Trust CoNONE$535,767$1,615,7992023
Peregrine Capital ManagementNONE$1,717,599$231,5932023
Frontier Capital ManagementNONE$1,786,185$02023
Epoch Investment PartnersNONE$1,689,730$02023
Blackstone Tactical Opp Funds Ii LpNONE$0$1,655,2172023
Loomis Sayles GroupNONE$1,604,475$02023
Globeflex Capital, LpNONE$1,401,047$153,9402023
Asb Allegiance Real Estate FundNONE$1,539,698$02023
Mfs Institutional Advisors IncNONE$1,419,426$02023
Goldman Sachs Asset Management LpNONE$0$1,419,2712023
Wedge Capital ManagementNONE$1,222,334$97,7102023
Fred Alger ManagementNONE$1,238,785$54,5892023
Siguler Guff AdvisorsNONE$1,245,522$02023
Sierra Investment PartnersNONE$751,332$338,7242023
Jpmorgan Investment Management IncNONE$1,074,990$02023
Lsv Int'L Value Equity TrustNONE$969,309$02023
Chartwell Investment PartnersNONE$782,334$11,4562023
Wtc Ctf Opportunistic Fixed IncomeNONE$761,567$02023
Oaktree Opportunities Fund Ix LpNONE$0$639,0132023
Laner MuchinNONE$624,684$02023
Metropolitan West Asset ManagementNONE$525,938$02023
Ag Core Realty Fund Iv LpNONE$434,259$02023
Consulting Group Morgan Stanley SmiNONE$225,000$02023
Daniel BoshEMPLOYEE$150,907$02023
CheironNONE$144,992$02023
Deborah ChorbaEMPLOYEE$125,317$02023
ScantekNONE$125,013$02023
Dennis PowellEMPLOYEE$121,352$02023
Tucker ArensburgNONE$117,972$02023
Michelle BonhamEMPLOYEE$114,871$02023
Kreischer MillerNONE$104,050$02023
Hbkit LLC Dba VertilocityNONE$74,078$02023
Bny MellonNONE$65,446$02023
Hayley HolzworthEMPLOYEE$64,735$02023
Stanford WhiteEMPLOYEE$57,495$02023
Paul RogersEMPLOYEE$56,689$02023
Cynthia MendozaEMPLOYEE$56,625$02023
Susan RamperoEMPLOYEE$55,515$02023
Kramer Warner AssociatesNONE$0$25,5502023
Wanda MurphyEMPLOYEE$10,952$02023
Automated Data ProcessingNONE$9,965$02023
Ag Core Plus Realty Iii LpNONE$5,491$02023
Blackstone Tactical Opp Fund LpNONE$0$3,5072023
Hamilton Lane AdvisorsNONE$0$02023

Related Form 5500 pages