Iam National Pension Fund — Form 5500 plan (Board Of Trustees Of The I.A.M. National Pension Fund)

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, Iam National Pension Fund is a benefit plan reported by Board Of Trustees Of The I.A.M. National Pension Fund under EIN 51-6031295 and plan number 002. The latest loaded filing year is 2023. The filing reports 297,410 participants and $14,299,885,772 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.9BPlan net assets, end of year$13,909,157,829
Participants297.4KCovered participants reported297,410
Assets / participant$48.1KComputed: assets ÷ participants$48,081 (computed)
Provider compensation$70.7M264 Schedule C provider row(s)$70,695,775
Plan sponsor
Board Of Trustees Of The I.A.M. National Pension Fund
EIN
51-6031295
Plan number
002
Plan type
1
Location
Washington, DC
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    297,410 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$14.3B total assets
Net assets$13.9BLiabilities$390.7M
Money in vs. money out
Total income / additions$1.5B
Total expenses$1.1B
Benefits paid / distributions$1B
Contributions
Employer$569.9M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$14,299,885,772
Total liabilities (EOY)
$390,727,943
Net assets (EOY)
$13,909,157,829
Net assets (BOY)
$13,521,087,370

Income & contributions

Employer contributions
$569,936,876
Total contributions
$619,373,874
Total income / additions
$1,510,459,142

Expenses & distributions

Benefits paid
$1,029,557,750
Administrative expenses
$92,830,933
Total expenses
$1,122,388,683
Net increase / (decrease)
$388,070,459
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income68%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $6.1M
  2. 2
    RELATED BEENFIT FUND · Direct $3.4M
  3. 3
    NONE · Direct $3.4M
  4. 4
    NONE · Direct $3.3M
  5. 5
    NONE · Direct $3M
  6. 6
    NONE · Direct $2.9M
  7. 7
    NONE · Direct $2.8M
  8. 8
    NONE · Direct $2.8M
  9. 9
    NONE · Direct $2.7M · Indirect $0
  10. 10
    NONE · Direct $2.4M · Indirect $0
  11. 11
    NONE · Direct $2.1M
  12. 12
    NONE · Direct $2M
  13. 13
    NONE · Direct $1.7M · Indirect $0
  14. 14
    NONE · Direct $1.4M
  15. 15
    Pimco$1.4M
    NONE · Direct $1.4M
  16. 16
    NONE · Direct $1.3M
  17. 17
    NONE · Direct $859.4K
  18. 18
    NONE · Direct $804.9K
  19. 19
    NONE · Direct $728.4K · Indirect $0
  20. 20
    NONE · Direct $650.8K · Indirect $0
  21. 21
    NONE · Direct $601.6K · Indirect $0
  22. 22
    NONE · Direct $563.1K
  23. 23
    NONE · Direct $505.8K
  24. 24
    NONE · Direct $494.7K · Indirect $0
  25. 25
    NONE · Direct $478K
  26. 26
    Pgim Inc$471.4K
    NONE · Direct $471.4K
  27. 27
    NONE · Direct $464.7K
  28. 28
    NONE · Direct $424.5K
  29. 29
    NONE · Direct $416K
  30. 30
    NONE · Direct $393.6K
  31. 31
    NONE · Direct $360.3K
  32. 32
    NONE · Direct $356K
  33. 33
    NONE · Direct $340.1K · Indirect $0
  34. 34
    NONE · Direct $335.2K
  35. 35
    NONE · Direct $273.8K
  36. 36
    NONE · Direct $266.9K
  37. 37
    EMPLOYEE · Direct $255.1K
  38. 38
    NONE · Direct $248.8K
  39. 39
    EMPLOYEE · Direct $248.2K
  40. 40
    NONE · Direct $224.4K
  41. 41
    NONE · Direct $220K · Indirect $0
  42. 42
    EMPLOYEE · Direct $211.8K
  43. 43
    Bny Mellon$207.5K
    NONE · Direct $207.5K · Indirect $0
  44. 44
    EMPLOYEE · Direct $206.5K
  45. 45
    EMPLOYEE · Direct $202.7K
  46. 46
    NONE · Direct $192K
  47. 47
    EMPLOYEE · Direct $186.1K
  48. 48
    NONE · Direct $183.3K
  49. 49
    NONE · Direct $176.5K · Indirect $0
  50. 50
    NONE · Direct $176.4K · Indirect $0
  51. 51
    EMPLOYEE · Direct $175.6K
  52. 52
    EMPLOYEE · Direct $170.4K
  53. 53
    NONE · Direct $164K
  54. 54
    EMPLOYEE · Direct $162.4K
  55. 55
    EMPLOYEE · Direct $159.8K
  56. 56
    EMPLOYEE · Direct $157.1K
  57. 57
    EMPLOYEE · Direct $151.2K
  58. 58
    EMPLOYEE · Direct $146.8K
  59. 59
    EMPLOYEE · Direct $142.7K
  60. 60
    EMPLOYEE · Direct $140.8K
  61. 61
    EMPLOYEE · Direct $135.5K
  62. 62
    Tian, Yan$126.9K
    EMPLOYEE · Direct $126.9K
  63. 63
    EMPLOYEE · Direct $123.6K
  64. 64
    Le, Trung$123.3K
    EMPLOYEE · Direct $123.3K
  65. 65
    EMPLOYEE · Direct $122.1K
  66. 66
    EMPLOYEE · Direct $121.9K
  67. 67
    EMPLOYEE · Direct $117.1K
  68. 68
    RETIRED EMPLOYEE · Direct $116.6K
  69. 69
    EMPLOYEE · Direct $116.5K
  70. 70
    EMPLOYEE · Direct $113.2K
  71. 71
    NONE · Direct $113.2K
  72. 72
    EMPLOYEE · Direct $110.9K
  73. 73
    EMPLOYEE · Direct $108.1K
  74. 74
    EMPLOYEE · Direct $106.2K
  75. 75
    EMPLOYEE · Direct $102.3K
  76. 76
    EMPLOYEE · Direct $99.9K
  77. 77
    EMPLOYEE · Direct $99.9K
  78. 78
    EMPLOYEE · Direct $99.1K
  79. 79
    NONE · Direct $99K
  80. 80
    EMPLOYEE · Direct $98.7K
  81. 81
    EMPLOYEE · Direct $97.4K
  82. 82
    EMPLOYEE · Direct $97.1K
  83. 83
    EMPLOYEE · Direct $96.9K
  84. 84
    EMPLOYEE · Direct $95.9K
  85. 85
    EMPLOYEE · Direct $95.1K
  86. 86
    EMPLOYEE · Direct $94.6K
  87. 87
    EMPLOYEE · Direct $94.5K
  88. 88
    EMPLOYEE · Direct $93.4K
  89. 89
    EMPLOYEE · Direct $93.1K
  90. 90
    NONE · Direct $92.3K
  91. 91
    EMPLOYEE · Direct $90.9K
  92. 92
    EMPLOYEE · Direct $90.3K
  93. 93
    EMPLOYEE · Direct $88.5K
  94. 94
    EMPLOYEE · Direct $87.5K
  95. 95
    EMPLOYEE · Direct $86.9K
  96. 96
    EMPLOYEE · Direct $86.8K
  97. 97
    EMPLOYEE · Direct $86.2K
  98. 98
    EMPLOYEE · Direct $86.1K
  99. 99
    EMPLOYEE · Direct $86K
  100. 100
    EMPLOYEE · Direct $85.9K
  101. 101
    EMPLOYEE · Direct $85.8K
  102. 102
    EMPLOYEE · Direct $85.3K
  103. 103
    EMPLOYEE · Direct $85.2K
  104. 104
    EMPLOYEE · Direct $85.1K
  105. 105
    EMPLOYEE · Direct $84.6K
  106. 106
    EMPLOYEE · Direct $84.6K
  107. 107
    EMPLOYEE · Direct $84.6K
  108. 108
    EMPLOYEE · Direct $84.2K
  109. 109
    EMPLOYEE · Direct $84.1K
  110. 110
    EMPLOYEE · Direct $83.9K
  111. 111
    EMPLOYEE · Direct $83.3K
  112. 112
    EMPLOYEE · Direct $83.3K
  113. 113
    EMPLOYEE · Direct $83.1K
  114. 114
    EMPLOYEE · Direct $83K
  115. 115
    EMPLOYEE · Direct $82.7K
  116. 116
    EMPLOYEE · Direct $82.5K
  117. 117
    EMPLOYEE · Direct $82.4K
  118. 118
    EMPLOYEE · Direct $82.4K
  119. 119
    EMPLOYEE · Direct $82.4K
  120. 120
    EMPLOYEE · Direct $82.3K
  121. 121
    EMPLOYEE · Direct $82.3K
  122. 122
    EMPLOYEE · Direct $82.2K
  123. 123
    EMPLOYEE · Direct $82.1K
  124. 124
    EMPLOYEE · Direct $82.1K
  125. 125
    EMPLOYEE · Direct $82.1K
  126. 126
    EMPLOYEE · Direct $82K
  127. 127
    EMPLOYEE · Direct $82K
  128. 128
    EMPLOYEE · Direct $81.9K
  129. 129
    EMPLOYEE · Direct $81.7K
  130. 130
    EMPLOYEE · Direct $81.6K
  131. 131
    EMPLOYEE · Direct $81.6K
  132. 132
    EMPLOYEE · Direct $81.5K
  133. 133
    EMPLOYEE · Direct $81.4K
  134. 134
    EMPLOYEE · Direct $81.2K
  135. 135
    EMPLOYEE · Direct $81.1K
  136. 136
    EMPLOYEE · Direct $81.1K
  137. 137
    EMPLOYEE · Direct $80.7K
  138. 138
    EMPLOYEE · Direct $80.7K
  139. 139
    EMPLOYEE · Direct $80.7K
  140. 140
    EMPLOYEE · Direct $80.5K
  141. 141
    EMPLOYEE · Direct $80.3K
  142. 142
    EMPLOYEE · Direct $79.9K
  143. 143
    EMPLOYEE · Direct $79.8K
  144. 144
    EMPLOYEE · Direct $79.7K
  145. 145
    EMPLOYEE · Direct $79.6K
  146. 146
    EMPLOYEE · Direct $79.5K
  147. 147
    EMPLOYEE · Direct $78.9K
  148. 148
    EMPLOYEE · Direct $78.8K
  149. 149
    EMPLOYEE · Direct $78.6K
  150. 150
    EMPLOYEE · Direct $78.5K
  151. 151
    EMPLOYEE · Direct $78.5K
  152. 152
    EMPLOYEE · Direct $78.3K
  153. 153
    EMPLOYEE · Direct $78.2K
  154. 154
    EMPLOYEE · Direct $77.9K
  155. 155
    EMPLOYEE · Direct $77.7K
  156. 156
    EMPLOYEE · Direct $77.6K
  157. 157
    EMPLOYEE · Direct $77.3K
  158. 158
    EMPLOYEE · Direct $76.9K
  159. 159
    EMPLOYEE · Direct $76.9K
  160. 160
    EMPLOYEE · Direct $76.4K
  161. 161
    EMPLOYEE · Direct $76.2K
  162. 162
    EMPLOYEE · Direct $76.2K
  163. 163
    EMPLOYEE · Direct $75.2K
  164. 164
    EMPLOYEE · Direct $75K
  165. 165
    EMPLOYEE · Direct $75K
  166. 166
    NONE · Direct $74.4K
  167. 167
    EMPLOYEE · Direct $74K
  168. 168
    EMPLOYEE · Direct $73.9K
  169. 169
    EMPLOYEE · Direct $73.9K
  170. 170
    EMPLOYEE · Direct $73.8K
  171. 171
    EMPLOYEE · Direct $73.5K
  172. 172
    EMPLOYEE · Direct $73.5K
  173. 173
    EMPLOYEE · Direct $73.3K
  174. 174
    EMPLOYEE · Direct $72.8K
  175. 175
    EMPLOYEE · Direct $71.6K
  176. 176
    EMPLOYEE · Direct $71.5K
  177. 177
    EMPLOYEE · Direct $71.1K
  178. 178
    EMPLOYEE · Direct $70.7K
  179. 179
    EMPLOYEE · Direct $70.4K
  180. 180
    EMPLOYEE · Direct $69.9K
  181. 181
    EMPLOYEE · Direct $69.4K
  182. 182
    EMPLOYEE · Direct $68.5K
  183. 183
    EMPLOYEE · Direct $68.1K
  184. 184
    NONE · Direct $68.1K
  185. 185
    EMPLOYEE · Direct $67.9K
  186. 186
    EMPLOYEE · Direct $67.3K
  187. 187
    EMPLOYEE · Direct $67K
  188. 188
    EMPLOYEE · Direct $66.2K
  189. 189
    EMPLOYEE · Direct $66K
  190. 190
    EMPLOYEE · Direct $66K
  191. 191
    EMPLOYEE · Direct $65.9K
  192. 192
    EMPLOYEE · Direct $65.7K
  193. 193
    EMPLOYEE · Direct $65.5K
  194. 194
    EMPLOYEE · Direct $65.3K
  195. 195
    EMPLOYEE · Direct $65K
  196. 196
    NONE · Direct $64.6K
  197. 197
    EMPLOYEE · Direct $64.1K
  198. 198
    EMPLOYEE · Direct $63.9K
  199. 199
    EMPLOYEE · Direct $63.8K
  200. 200
    EMPLOYEE · Direct $63.6K
  201. 201
    EMPLOYEE · Direct $63.5K
  202. 202
    EMPLOYEE · Direct $62.7K
  203. 203
    NONE · Direct $60.9K · Indirect $0
  204. 204
    EMPLOYEE · Direct $60.6K
  205. 205
    EMPLOYEE · Direct $57.2K
  206. 206
    EMPLOYEE · Direct $57.1K
  207. 207
    EMPLOYEE · Direct $56.3K
  208. 208
    EMPLOYEE · Direct $55.1K
  209. 209
    EMPLOYEE · Direct $55K
  210. 210
    EMPLOYEE · Direct $52.2K
  211. 211
    EMPLOYEE · Direct $52K
  212. 212
    NONE · Direct $46.4K
  213. 213
    RETIRED EMPLOYEE · Direct $45.8K
  214. 214
    EMPLOYEE · Direct $45.8K
  215. 215
    NONE · Direct $45.5K
  216. 216
    EMPLOYEE · Direct $44.1K
  217. 217
    EMPLOYEE · Direct $42.6K
  218. 218
    NONE · Direct $41.7K
  219. 219
    NONE · Direct $39.9K
  220. 220
    NONE · Direct $39K
  221. 221
    NONE · Direct $38.2K
  222. 222
    NONE · Direct $36.5K
  223. 223
    Jan, Aziz$36.5K
    EMPLOYEE · Direct $36.5K
  224. 224
    NONE · Direct $36.5K
  225. 225
    EMPLOYEE · Direct $35.9K
  226. 226
    NONE · Direct $35.9K
  227. 227
    EMPLOYEE · Direct $31.7K
  228. 228
    NONE · Direct $29.4K
  229. 229
    NONE · Direct $28.4K
  230. 230
    EMPLOYEE · Direct $28.4K
  231. 231
    EMPLOYEE · Direct $28.3K
  232. 232
    NONE · Direct $28.1K
  233. 233
    EMPLOYEE · Direct $27.6K
  234. 234
    EMPLOYEE · Direct $27.6K
  235. 235
    EMPLOYEE · Direct $27.3K
  236. 236
    NONE · Direct $27K
  237. 237
    EMPLOYEE · Direct $25.4K
  238. 238
    NONE · Direct $21.2K
  239. 239
    Paycom$21.1K
    NONE · Direct $21.1K
  240. 240
    NONE · Direct $20.6K
  241. 241
    NONE · Direct $20.5K
  242. 242
    NONE · Direct $19.1K
  243. 243
    NONE · Direct $18.8K
  244. 244
    NONE · Direct $15.5K
  245. 245
    NONE · Direct $14.4K
  246. 246
    Udemy Inc$14.3K
    NONE · Direct $14.3K
  247. 247
    NONE · Direct $13.8K
  248. 248
    NONE · Direct $13.1K
  249. 249
    NONE · Direct $0 · Indirect $12.8K
  250. 250
    NONE · Direct $12.5K
  251. 251
    NONE · Direct $11.9K
  252. 252
    NONE · Direct $11.4K
  253. 253
    NONE · Direct $9.3K
  254. 254
    NONE · Direct $8.8K
  255. 255
    TRUSTEE · Direct $8.7K
  256. 256
    NONE · Direct $8K
  257. 257
    NONE · Direct $7.4K
  258. 258
    NONE · Direct $7.2K
  259. 259
    TRUSTEE · Direct $6.4K
  260. 260
    TRUSTEE · Direct $6.3K
  261. 261
    NONE · Direct $5.3K
  262. 262
    Direct $5.1K
  263. 263
    TRUSTEE · Direct $5.1K
  264. 264
    NONE · Direct $5K

What to inspect next

Frequently asked questions

Who sponsors the Iam National Pension Fund?
Iam National Pension Fund is reported as sponsored by Board Of Trustees Of The I.A.M. National Pension Fund (EIN 51-6031295, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Iam National Pension Fund?
The latest Form 5500 filing year loaded for Iam National Pension Fund is 2023.
How many participants does Iam National Pension Fund report?
Iam National Pension Fund reports 297,410 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Iam National Pension Fund?
Iam National Pension Fund reports $14,299,885,772 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages