Iron Workers' Mid-America Pension Plan — Form 5500 plan (Board Of Trustees Of Iw Mid-America Pension Plan)
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' Mid-America Pension Plan is a benefit plan reported by Board Of Trustees Of Iw Mid-America Pension Plan under EIN 36-6488227 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,787 participants and $928,460,614 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Iw Mid-America Pension Plan
- EIN
- 36-6488227
- Plan number
- 001
- Plan type
- 1
- Location
- Lansing, IL
- Latest filing year
- 2023
- Participants
- 9,787
- End-of-year plan assets
- $928,460,614
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,787 | H, C | 20241009100809NAL0037436418001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $928,460,614
- Total liabilities (EOY)
- $1,170,133
- Net assets (EOY)
- $927,290,481
- Net assets (BOY)
- $843,346,923
Income & contributions
- Employer contributions
- $56,857,332
- Total contributions
- $56,857,332
- Total income / additions
- $156,177,301
Expenses & distributions
- Benefits paid
- $67,538,059
- Administrative expenses
- $4,695,684
- Total expenses
- $72,233,743
- Net increase / (decrease)
- $83,943,558
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ullico Investment Advisors Inc. | NONE | $257,935 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | NONE | $231,599 | not reported in the loaded dataset | 2023 |
| The Segal Company (Midwest), Inc. | NONE | $161,347 | not reported in the loaded dataset | 2023 |
| First Light Prism Feeder Fund Ltd | NONE | $154,713 | $0 | 2023 |
| Asb Capital Management, LLC | NONE | $153,444 | not reported in the loaded dataset | 2023 |
| P. Flasch | EMPLOYEE | $144,250 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $141,349 | not reported in the loaded dataset | 2023 |
| Baum Sigman Auerbach & Neuman, Ltd | NONE | $100,952 | not reported in the loaded dataset | 2023 |
| L. Gillund | EMPLOYEE | $86,456 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $83,098 | $0 | 2023 |
| J.P. Morgan Investment Management | NONE | $79,420 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies, LLC | NONE | $79,068 | not reported in the loaded dataset | 2023 |
| S. Monahan | EMPLOYEE | $68,859 | not reported in the loaded dataset | 2023 |
| K. Williamson | EMPLOYEE | $58,924 | not reported in the loaded dataset | 2023 |
| E. Ferree | EMPLOYEE | $56,741 | not reported in the loaded dataset | 2023 |
| R. Tripamer | EMPLOYEE | $46,731 | not reported in the loaded dataset | 2023 |
| J.P. Burke | EMPLOYEE | $46,718 | not reported in the loaded dataset | 2023 |
| J. Faught | EMPLOYEE | $43,955 | not reported in the loaded dataset | 2023 |
| A. Reyes | EMPLOYEE | $43,947 | not reported in the loaded dataset | 2023 |
| A. Herrndobler | EMPLOYEE | $43,818 | not reported in the loaded dataset | 2023 |
| T. Johnson | EMPLOYEE | $43,586 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $33,443 | $0 | 2023 |
| Northern Trust Corporation | NONE | $29,998 | $0 | 2023 |
| Datamation Imaging Services | NONE | $8,643 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Iw Mid-America Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Lansing, IL
- Ullico Investment Advisors Inc. — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- The Segal Company (Midwest), Inc. — Schedule C compensation
- First Light Prism Feeder Fund Ltd — Schedule C compensation
- Asb Capital Management, LLC — Schedule C compensation
- P. Flasch — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Baum Sigman Auerbach & Neuman, Ltd — Schedule C compensation
- L. Gillund — Schedule C compensation
- Comerica — Schedule C compensation
- J.P. Morgan Investment Management — Schedule C compensation
- Bridgeway Benefit Technologies, LLC — Schedule C compensation
- S. Monahan — Schedule C compensation
- K. Williamson — Schedule C compensation
- E. Ferree — Schedule C compensation
- R. Tripamer — Schedule C compensation
- J.P. Burke — Schedule C compensation
- J. Faught — Schedule C compensation
- A. Reyes — Schedule C compensation
- A. Herrndobler — Schedule C compensation
- T. Johnson — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- Datamation Imaging Services — Schedule C compensation