Ironworkers District Council Of The Pacific Nw Field Ironworkers Annuity Trust Fund — Form 5500 plan (Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru)
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 District Council Of The Pacific Nw Field Ironworkers Annuity Trust Fund is a benefit plan reported by Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru under EIN 91-1342114 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,050 participants and $560,575,431 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru
- EIN
- 91-1342114
- Plan number
- 002
- Plan type
- 1
- Location
- Mercer Island, WA
- Latest filing year
- 2023
- Participants
- 8,050
- End-of-year plan assets
- $560,575,431
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,050 | H, C | 20250410125758NAL0021559281003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $560,575,431
- Total liabilities (EOY)
- $6,957,723
- Net assets (EOY)
- $553,617,708
- Net assets (BOY)
- $482,862,626
Income & contributions
- Employer contributions
- $38,862,797
- Total contributions
- $38,862,797
- Total income / additions
- $109,316,067
Expenses & distributions
- Benefits paid
- $36,384,397
- Administrative expenses
- $2,176,588
- Total expenses
- $38,560,985
- Net increase / (decrease)
- $70,755,082
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Washington Capital Management, Inc | NONE | $460,716 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners | NONE | $338,752 | $0 | 2023 |
| Milliman, Inc. | NONE | $310,250 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company, Lp | NONE | $219,855 | $0 | 2023 |
| Welfare & Pension Admin Svc, Inc. | NONE | $206,383 | not reported in the loaded dataset | 2023 |
| Hood River Capital Management | NONE | $161,238 | $0 | 2023 |
| Matrix Trust Company | NONE | $125,493 | not reported in the loaded dataset | 2023 |
| Panagora Asset Management, Inc | NONE | $77,509 | $0 | 2023 |
| Verus | NONE | $73,750 | not reported in the loaded dataset | 2023 |
| Sun Life Capital Management, LLC | NONE | $69,274 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency LLC | NONE | $57,987 | $0 | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $21,671 | not reported in the loaded dataset | 2023 |
| Anastasi, Moore & Martin, Pllc | NONE | $17,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Mercer Island, WA
- Washington Capital Management, Inc — Schedule C compensation
- Sierra Investment Partners — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Loomis Sayles & Company, Lp — Schedule C compensation
- Welfare & Pension Admin Svc, Inc. — Schedule C compensation
- Hood River Capital Management — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Panagora Asset Management, Inc — Schedule C compensation
- Verus — Schedule C compensation
- Sun Life Capital Management, LLC — Schedule C compensation
- Marsh & Mclennan Agency LLC — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Anastasi, Moore & Martin, Pllc — Schedule C compensation