Iron Workers Pension Plan Of Western Pennsylvania — Form 5500 plan (Board Of Trustees Iron Workers Pension Plan Of Western Pa)
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, Iron Workers Pension Plan Of Western Pennsylvania is a benefit plan reported by Board Of Trustees Iron Workers Pension Plan Of Western Pa under EIN 25-1283169 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,920 participants and $280,776,867 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Iron Workers Pension Plan Of Western Pa
- EIN
- 25-1283169
- Plan number
- 001
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 2,920
- End-of-year plan assets
- $280,776,867
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,920 | H, C | 20240807151036NAL0002174419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $280,776,867
- Total liabilities (EOY)
- $53,042
- Net assets (EOY)
- $280,723,825
- Net assets (BOY)
- $264,440,275
Income & contributions
- Employer contributions
- $17,493,720
- Total contributions
- $17,493,720
- Total income / additions
- $38,732,657
Expenses & distributions
- Benefits paid
- $20,608,876
- Administrative expenses
- $1,840,231
- Total expenses
- $22,449,107
- Net increase / (decrease)
- $16,283,550
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington Trust | NONE | $156,654 | $0 | 2023 |
| Jessica Schneider | EMPLOYEE | $142,909 | not reported in the loaded dataset | 2023 |
| Svb Strategic Investors Fund Xi Cay | NONE | $139,778 | not reported in the loaded dataset | 2023 |
| Andrea Kruszewski | EMPLOYEE | $113,219 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $104,000 | not reported in the loaded dataset | 2023 |
| Ifm Investors, LLC | NONE | $91,059 | $0 | 2023 |
| Toni Diclemente | EMPLOYEE | $81,795 | not reported in the loaded dataset | 2023 |
| Aberdeen Asset Management | NONE | $79,176 | $0 | 2023 |
| Marilee Hufnagel | EMPLOYEE | $78,047 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management,LLC | NONE | $71,328 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $62,178 | not reported in the loaded dataset | 2023 |
| Jamey Gianni | EMPLOYEE | $60,270 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $58,333 | not reported in the loaded dataset | 2023 |
| Louise Dye | EMPLOYEE | $58,092 | not reported in the loaded dataset | 2023 |
| Lisa King | EMPLOYEE | $53,277 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $50,417 | not reported in the loaded dataset | 2023 |
| Tucker Arensberg | NONE | $35,998 | not reported in the loaded dataset | 2023 |
| Aew Partners , L.P. | NONE | $32,549 | not reported in the loaded dataset | 2023 |
| Aew Capital Management | NONE | $32,538 | not reported in the loaded dataset | 2023 |
| Hancock | NONE | $32,349 | not reported in the loaded dataset | 2023 |
| Investors Diversified Realty, LLC | NONE | $26,990 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $23,085 | $0 | 2023 |
| Diclaudio & Kramer, LLC | NONE | $23,000 | not reported in the loaded dataset | 2023 |
| Svb Strategic Investors Fund Viii | NONE | $22,959 | not reported in the loaded dataset | 2023 |
| Svb Strategic Investors Fund X Caym | NONE | $22,499 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott | NONE | $21,085 | not reported in the loaded dataset | 2023 |
| Ironsides Offshore Co-Invest Vi, Lp | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Global Infrastructure Partners | NONE | $18,247 | not reported in the loaded dataset | 2023 |
| Ironsides Partnership Fund Iii, Lp | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Ironsides Partnership Fund Iv, Lp | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Allan Bates Associates | NONE | $12,362 | not reported in the loaded dataset | 2023 |
| Rhumbline Advisors | NONE | $6,879 | not reported in the loaded dataset | 2023 |
| Ironsides Direct Investment Fund Iv | NONE | $5,795 | not reported in the loaded dataset | 2023 |
| Ironsides Co-Investment Fund Iii | NONE | $5,206 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Iron Workers Pension Plan Of Western Pa
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Wellington Trust — Schedule C compensation
- Jessica Schneider — Schedule C compensation
- Svb Strategic Investors Fund Xi Cay — Schedule C compensation
- Andrea Kruszewski — Schedule C compensation
- The Segal Company — Schedule C compensation
- Ifm Investors, LLC — Schedule C compensation
- Toni Diclemente — Schedule C compensation
- Aberdeen Asset Management — Schedule C compensation
- Marilee Hufnagel — Schedule C compensation
- Boyd Watterson Asset Management,LLC — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Jamey Gianni — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Louise Dye — Schedule C compensation
- Lisa King — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Tucker Arensberg — Schedule C compensation
- Aew Partners , L.P. — Schedule C compensation
- Aew Capital Management — Schedule C compensation
- Hancock — Schedule C compensation
- Investors Diversified Realty, LLC — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Diclaudio & Kramer, LLC — Schedule C compensation
- Svb Strategic Investors Fund Viii — Schedule C compensation
- Svb Strategic Investors Fund X Caym — Schedule C compensation
- Meyer, Unkovic & Scott — Schedule C compensation
- Ironsides Offshore Co-Invest Vi, Lp — Schedule C compensation
- Global Infrastructure Partners — Schedule C compensation
- Ironsides Partnership Fund Iii, Lp — Schedule C compensation
- Ironsides Partnership Fund Iv, Lp — Schedule C compensation
- Allan Bates Associates — Schedule C compensation
- Rhumbline Advisors — Schedule C compensation
- Ironsides Direct Investment Fund Iv — Schedule C compensation
- Ironsides Co-Investment Fund Iii — Schedule C compensation