Ironworkers National Pension Plan — Form 5500 plan (Ironworkers National Pension Plan 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 National Pension Plan is a benefit plan reported by Ironworkers National Pension Plan Board Of Trustees under EIN 52-6122274 and plan number 001. The latest loaded filing year is 2023. The filing reports 13,235 participants and $475,966,882 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ironworkers National Pension Plan Board Of Trustees
- EIN
- 52-6122274
- Plan number
- 001
- Plan type
- 1
- Location
- Oakbrook, IL
- Latest filing year
- 2023
- Participants
- 13,235
- End-of-year plan assets
- $475,966,882
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,235 | H, C | 20250130163026NAL0001017633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $475,966,882
- Total liabilities (EOY)
- $326,904
- Net assets (EOY)
- $475,639,978
- Net assets (BOY)
- $462,242,877
Income & contributions
- Employer contributions
- $9,877,747
- Total contributions
- $10,044,986
- Total income / additions
- $58,825,976
Expenses & distributions
- Benefits paid
- $41,173,971
- Administrative expenses
- $4,254,904
- Total expenses
- $45,428,875
- Net increase / (decrease)
- $13,397,101
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefits Management Group, Inc | NONE | $597,818 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $316,724 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown | NONE | $295,333 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $279,820 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc | NONE | $278,858 | not reported in the loaded dataset | 2023 |
| New Tower Trust Company | NONE | $268,002 | $0 | 2023 |
| Jp Morgan Investment Management Inc | NONE | $258,152 | $0 | 2023 |
| Boston Partners | NONE | $254,086 | $0 | 2023 |
| Boyd Watterson Asset Management | NONE | $164,502 | not reported in the loaded dataset | 2023 |
| Earnest Partners LLC | NONE | $161,462 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management | NONE | $152,537 | $0 | 2023 |
| Wcm Investment Management, Inc | NONE | $129,821 | $0 | 2023 |
| Morgan Stanley | NONE | $120,000 | not reported in the loaded dataset | 2023 |
| Todd Asset Management | NONE | $106,662 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors Inc | NONE | $100,223 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Company | NONE | $69,571 | $0 | 2023 |
| Mesirow Financial Investment Manage | NONE | $53,137 | not reported in the loaded dataset | 2023 |
| Ziegler Capital Management, LLC | NONE | $47,674 | not reported in the loaded dataset | 2023 |
| Marco Mcguire & Arreola | NONE | $41,166 | not reported in the loaded dataset | 2023 |
| Gladney Law Group | NONE | $31,915 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $30,031 | $0 | 2023 |
| Bond Brothers & Co Inc | NONE | $21,748 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ironworkers National Pension Plan Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oakbrook, IL
- Benefits Management Group, Inc — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Withumsmith+Brown — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Ullico Investment Advisors Inc — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Boston Partners — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Earnest Partners LLC — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Wcm Investment Management, Inc — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Todd Asset Management — Schedule C compensation
- Manning & Napier Advisors Inc — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation
- Mesirow Financial Investment Manage — Schedule C compensation
- Ziegler Capital Management, LLC — Schedule C compensation
- Marco Mcguire & Arreola — Schedule C compensation
- Gladney Law Group — Schedule C compensation
- Northern Trust — Schedule C compensation
- Bond Brothers & Co Inc — Schedule C compensation