Northwest Ironworkers Retirement Plan — Form 5500 plan (Northwest Ironworkers Retirement 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, Northwest Ironworkers Retirement Plan is a benefit plan reported by Northwest Ironworkers Retirement Plan Board Of Trustees under EIN 91-6123688 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,658 participants and $785,098,982 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwest Ironworkers Retirement Plan Board Of Trustees
- EIN
- 91-6123688
- Plan number
- 001
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 7,658
- End-of-year plan assets
- $785,098,982
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,658 | H, C | 20250414131042NAL0001761121005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $785,098,982
- Total liabilities (EOY)
- $7,570,349
- Net assets (EOY)
- $777,528,633
- Net assets (BOY)
- $706,927,472
Income & contributions
- Employer contributions
- $47,826,591
- Total contributions
- $47,826,591
- Total income / additions
- $124,681,191
Expenses & distributions
- Benefits paid
- $50,384,202
- Administrative expenses
- $3,695,828
- Total expenses
- $54,080,030
- Net increase / (decrease)
- $70,601,161
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Welfare & Pension Admin Svc, Inc. | NONE | $874,367 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $615,210 | not reported in the loaded dataset | 2023 |
| Todd Asset Management LLC | NONE | $527,355 | $0 | 2023 |
| Loomis, Sayles & Company, L.P. | NONE | $395,556 | not reported in the loaded dataset | 2023 |
| Hood River Capital Management | NONE | $222,651 | $0 | 2023 |
| U.S. Bank National Association | NONE | $157,482 | not reported in the loaded dataset | 2023 |
| Panagora Asset Management, Inc. | NONE | $125,314 | $0 | 2023 |
| Verus Advisory, Inc. | NONE | $123,750 | not reported in the loaded dataset | 2023 |
| Sun Life Capital Management LLC | NONE | $116,013 | $0 | 2023 |
| Marsh Mclennan Agency | NONE | $85,432 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $47,808 | not reported in the loaded dataset | 2023 |
| Anastasi, Moore & Martin, Pllc | NONE | $23,100 | not reported in the loaded dataset | 2023 |
| Print Time | NONE | $8,976 | not reported in the loaded dataset | 2023 |
| Bank Of America Corporation | NONE | $7,466 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwest Ironworkers Retirement Plan Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Welfare & Pension Admin Svc, Inc. — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Todd Asset Management LLC — Schedule C compensation
- Loomis, Sayles & Company, L.P. — Schedule C compensation
- Hood River Capital Management — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Panagora Asset Management, Inc. — Schedule C compensation
- Verus Advisory, Inc. — Schedule C compensation
- Sun Life Capital Management LLC — Schedule C compensation
- Marsh Mclennan Agency — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Anastasi, Moore & Martin, Pllc — Schedule C compensation
- Print Time — Schedule C compensation
- Bank Of America Corporation — Schedule C compensation