Ironworkers Local #16 Pension Plan — Form 5500 plan (Board Of Trustees, Ironworkers Local #16 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, Ironworkers Local #16 Pension Plan is a benefit plan reported by Board Of Trustees, Ironworkers Local #16 Pension Plan under EIN 52-6148924 and plan number 001. The latest loaded filing year is 2023. The filing reports 933 participants and $129,300,133 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ironworkers Local #16 Pension Plan
- EIN
- 52-6148924
- Plan number
- 001
- Plan type
- 1
- Location
- Mercer Island, WA
- Latest filing year
- 2023
- Participants
- 933
- End-of-year plan assets
- $129,300,133
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 933 | H, C | 20241016022524NAL0015615475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $129,300,133
- Total liabilities (EOY)
- $4,831,187
- Net assets (EOY)
- $124,468,946
- Net assets (BOY)
- $59,694,296
Income & contributions
- Employer contributions
- $2,129,972
- Total contributions
- $2,129,972
- Total income / additions
- $83,426,336
Expenses & distributions
- Benefits paid
- $17,877,887
- Administrative expenses
- $773,799
- Total expenses
- $18,651,686
- Net increase / (decrease)
- $64,774,650
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Welfare & Pension Admin Service Inc | NONE | $115,659 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | NONE | $93,944 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $93,750 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $68,807 | not reported in the loaded dataset | 2023 |
| First Eagle Investment Management | NONE | $42,630 | not reported in the loaded dataset | 2023 |
| Smith, Graham & Co | NONE | $37,997 | $0 | 2023 |
| Westfield Capital Mgmt | NONE | $32,037 | $0 | 2023 |
| O'Donoghue & O'Donoghue | NONE | $30,663 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $27,220 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company | NONE | $26,070 | not reported in the loaded dataset | 2023 |
| Lsv Asset Mgmt | NONE | $25,872 | not reported in the loaded dataset | 2023 |
| The Union Labor Life Insurance Comp | NONE | $18,529 | $0 | 2023 |
| Bank Of America | NONE | $16,151 | not reported in the loaded dataset | 2023 |
| Pnc Institutional Inv | NONE | $13,571 | $0 | 2023 |
| Chevy Chase Trust | NONE | $13,039 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ironworkers Local #16 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Mercer Island, WA
- Welfare & Pension Admin Service Inc — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- First Eagle Investment Management — Schedule C compensation
- Smith, Graham & Co — Schedule C compensation
- Westfield Capital Mgmt — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Lsv Asset Mgmt — Schedule C compensation
- The Union Labor Life Insurance Comp — Schedule C compensation
- Bank Of America — Schedule C compensation
- Pnc Institutional Inv — Schedule C compensation
- Chevy Chase Trust — Schedule C compensation