International Association Of Machinists And Aerospace Workers Pension Plan — Form 5500 plan (International Association Of Machinists And Aerospace Workers)
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, International Association Of Machinists And Aerospace Workers Pension Plan is a benefit plan reported by International Association Of Machinists And Aerospace Workers under EIN 53-6001417 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,737 participants and $896,015,819 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Association Of Machinists And Aerospace Workers
- EIN
- 53-6001417
- Plan number
- 004
- Plan type
- 2
- Location
- Upper Marlboro, MD
- Latest filing year
- 2023
- Participants
- 2,737
- End-of-year plan assets
- $896,015,819
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,737 | H, C | 20241010104351NAL0011384435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $896,015,819
- Total liabilities (EOY)
- $243,325
- Net assets (EOY)
- $895,772,494
- Net assets (BOY)
- $867,468,804
Income & contributions
- Employer contributions
- $29,472,313
- Total contributions
- $29,472,313
- Total income / additions
- $88,758,956
Expenses & distributions
- Benefits paid
- $56,638,799
- Administrative expenses
- $3,816,467
- Total expenses
- $60,455,266
- Net increase / (decrease)
- $28,303,690
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $1,472,086 | not reported in the loaded dataset | 2023 |
| Metlife Investment Management, | NONE | $400,471 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $382,160 | not reported in the loaded dataset | 2023 |
| Iam & Aw | SPONSOR | $342,052 | not reported in the loaded dataset | 2023 |
| Blackstone Energy Management Associ | NONE | $139,173 | $0 | 2023 |
| Dodge & Cox | NONE | $113,312 | $0 | 2023 |
| Cheiron | NONE | $108,732 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Incorproated | NONE | $19,103 | $71,112 | 2023 |
| Truist Bank | NONE | $87,925 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management LLC | NONE | $59,626 | $0 | 2023 |
| State Street Global Advisors | NONE | $51,781 | $0 | 2023 |
| Bny Mellon | NONE | $44,779 | not reported in the loaded dataset | 2023 |
| Salient Capital, Lp | NONE | $44,135 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $43,500 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $32,081 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management LLC | NONE | $24,576 | $0 | 2023 |
| Bredhoff & Kaiser, P.L.L.C. | NONE | $23,873 | not reported in the loaded dataset | 2023 |
| Koskie Minsky Llp | NONE | $22,543 | not reported in the loaded dataset | 2023 |
| Center Coast Capital Advisors, Lp | NONE | $8,009 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Association Of Machinists And Aerospace Workers
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Upper Marlboro, MD
- Morgan Stanley Smith Barney — Schedule C compensation
- Metlife Investment Management, — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Iam & Aw — Schedule C compensation
- Blackstone Energy Management Associ — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Cheiron — Schedule C compensation
- Wilshire Associates Incorproated — Schedule C compensation
- Truist Bank — Schedule C compensation
- Acadian Asset Management LLC — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Salient Capital, Lp — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Lazard Asset Management LLC — Schedule C compensation
- Bredhoff & Kaiser, P.L.L.C. — Schedule C compensation
- Koskie Minsky Llp — Schedule C compensation
- Center Coast Capital Advisors, Lp — Schedule C compensation