Defined Benefit Pension Plan Of Agc-Iuoe Local 701 Pension Trust Fund — Form 5500 plan (Board Of Trustees Agc-Iuoe Local Of Agc-Iuoe Local 701 Pension Trus)
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, Defined Benefit Pension Plan Of Agc-Iuoe Local 701 Pension Trust Fund is a benefit plan reported by Board Of Trustees Agc-Iuoe Local Of Agc-Iuoe Local 701 Pension Trus under EIN 93-6075580 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,150 participants and $342,224,967 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Agc-Iuoe Local Of Agc-Iuoe Local 701 Pension Trus
- EIN
- 93-6075580
- Plan number
- 001
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 6,150
- End-of-year plan assets
- $342,224,967
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,150 | H, C | 20241015230008NAL0015501843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $342,224,967
- Total liabilities (EOY)
- $851,391
- Net assets (EOY)
- $341,373,576
- Net assets (BOY)
- $317,638,171
Income & contributions
- Employer contributions
- $20,447,887
- Total contributions
- $20,447,887
- Total income / additions
- $52,055,352
Expenses & distributions
- Benefits paid
- $25,326,085
- Administrative expenses
- $2,993,862
- Total expenses
- $28,319,947
- Net increase / (decrease)
- $23,735,405
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Welfare & Pension Admin | THIRD PARTY ADMIN | $672,923 | not reported in the loaded dataset | 2023 |
| Washington Capital Management | INVESTMENT MANAGER | $328,582 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | INVESTMENT MANAGEMENT | $267,634 | $0 | 2023 |
| Asb Capital Management LLC | INVESTMENT MANAGEMENT | $169,840 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | INVESTMENT MONITOR | $141,194 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | ACTUARY | $115,837 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | INVESTMENT MANAGEMENT | $96,335 | $0 | 2023 |
| Rice Hall James & Associates LLC | INVESTMENT MANAGEMENT | $71,842 | $0 | 2023 |
| Barlow Coughran Morales & Josepson | LEGAL COUNSEL | $65,285 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company LLC | INVESTMENT MANAGEMENT | $64,325 | $0 | 2023 |
| Quest Investment Management LLC | INVESTMENT MANAGER | $58,883 | $0 | 2023 |
| Bjorklund & Montplaisir | AUDITOR | $52,100 | not reported in the loaded dataset | 2023 |
| The Union Labor Life Insurance Comp | INVESTMENT MANAGEMENT | $49,123 | $0 | 2023 |
| Dodge & Cox | INVESTMENT MANAGER | $45,963 | $0 | 2023 |
| Agc-Iuoe Local 701 Training Trust | PAYROLL AUDIT | $44,541 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | INVESTMENT CUSTODIAN | $30,644 | $0 | 2023 |
| Us Bank National Association | INVESTMENT CUSTODIAN | $14,106 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Agc-Iuoe Local Of Agc-Iuoe Local 701 Pension Trus
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Welfare & Pension Admin — Schedule C compensation
- Washington Capital Management — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Rice Hall James & Associates LLC — Schedule C compensation
- Barlow Coughran Morales & Josepson — Schedule C compensation
- Mcmorgan & Company LLC — Schedule C compensation
- Quest Investment Management LLC — Schedule C compensation
- Bjorklund & Montplaisir — Schedule C compensation
- The Union Labor Life Insurance Comp — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Agc-Iuoe Local 701 Training Trust — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Us Bank National Association — Schedule C compensation