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Original filing (PDF)20250804093236NAL0003147810001
BOARD OF TRUSTEES IRON WORKERS PENSION PLAN OF WESTERN PA
Form 5500
FILING_RECEIVED
IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA
Defined-benefit pension plan
Signals · 3
49% in single holdingNo recordkeeper disclosed33 service providers
Active participants
1,004
Accounts w/ balance
—
Plan assets (EOY)
$296.8M
Net assets (EOY)
$296.8M
How this plan invests
This plan
10 pooled trusts
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: BNYM AFL-CIO BROAD STOCK MARKET (no filing on disk)]" is 49% of plan.
- 54 bps in Schedule C fees — 440% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES IRON WORKERS PENSION PLAN OF WESTERN PA.
Plan sponsor
Name
BOARD OF TRUSTEES IRON WORKERS PENSION PLAN OF WESTERN PA
EIN
25-1283169
Address
2201 LIBERTY AVENUE · PITTSBURGH, PA · 152224512
Phone
(412) 227-6740
Industry
Constructionsee all
Plan administrator
Name
BOARD OF TRUSTEES IRON WORKERS PENSION PLAN OF WESTERN PA
EIN
25-1283169
City
PITTSBURGH, PA
Phone
(412) 227-6740
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-04
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
DICLAUDIO & KRAMER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
33 rowsOther
33| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JESSICA SCHNEIDER | 25-0994648 | — | EMPLOYEE | $149K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE | $120K | — |
| ANDREA KRUSZEWSKI | 25-0994648 | — | EMPLOYEE | $108K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | — | NONE | $100K | — |
| IFM INVESTORS, LLC | — | NEW YORK, NY | NONE | $96K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $95K | — |
| TONI DICLEMENTE | 25-0994648 | — | EMPLOYEE | $86K | — |
| SVB STRATEGIC INVESTORS FUND XI CAY | — | MENLO PARK, CA | NONE | $85K | — |
| MARILEE HUFNAGEL | 25-0994648 | — | EMPLOYEE | $79K | — |
| BOYD WATTERSON ASSET MANAGEMENT,LLC | — | CLEVELAND, OH | NONE | $67K | — |
| JAMEY GIANNI | 25-0994648 | — | EMPLOYEE | $63K | — |
| LOUISE DYE | 25-0994648 | — | EMPLOYEE | $61K | — |
| LISA KING | 25-0994648 | — | EMPLOYEE | $56K | — |
| WELLINGTON TRUST | 04-2683227 | — | NONE | $44K | — |
| IRONSIDES OFFSHORE CO-INVEST VI, LP | — | ANDOVER, MA | NONE | $36K | — |
| TUCKER ARENSBERG | 25-0711430 | — | NONE | $35K | — |
| GLOBAL RENEWABLE POWER INFRA III LP | — | BOSTON, MA | NONE | $34K | — |
| AEW PARTNERS , L.P. | 04-3329433 | — | NONE | $30K | — |
| SVB STRATEGIC INVESTORS FUND X CAYM | — | MENLO PARK, CA | NONE | $30K | — |
| PNC ADVISORS | 25-1197336 | — | NONE | $27K | — |
| INVESTORS DIVERSIFIED REALTY, LLC | — | CLEVELAND, OH | NONE | $25K | — |
| DICLAUDIO & KRAMER, LLC | 27-0889793 | — | NONE | $23K | — |
| SVB STRATEGIC INVESTORS FUND VIII | — | MENLO PARK, CA | NONE | $21K | — |
| GLOBAL RENEWABLE POWER INFRA IVB LP | — | GREENWICH, CT | NONE | $17K | — |
| GLOBAL INFRASTRUCTURE PARTNERS | 98-0672668 | — | NONE | $17K | — |
| MALLORY MARINACK | 25-0994648 | — | EMPLOYEE | $16K | — |
| IRONSIDES PARTNERSHIP FUND IV, LP | — | ANDOVER, MA | NONE | $15K | — |
| STATE STREET GLOBAL ADVISORS | 04-1867445 | — | NONE | $14K | — |
| ACRISURE MID-ATLANTIC PARTNERS, LLC | 92-3652116 | — | NONE | $14K | — |
| ALLAN BATES ASSOCIATES | 25-1460327 | — | NONE | $13K | — |
| MEYER, UNKOVIC & SCOTT | 25-1008021 | — | NONE | $13K | — |
| MARY REESE | 25-0994648 | — | EMPLOYEE | $11K | — |
| BNY MELLON AFL-CIO SL BROAD MARKET | 25-6078093 | — | NONE | $5K | — |
Investments
34 direct securities · 10 pooled funds· $165.2M(56% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$164.6M
7 holdings
103-12 Investment Entity
$342K
3 holdings
Uncategorized
$315K
34 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BNYM AFL-CIO BROAD STOCK MARKET BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 357 | Common Collective Trust | — | — | $81.4M | 27.4% | |
| NHIT CORE PLUS FULL DISCRETION TRUS LOOMIS SAYLES TRUST COMPANY, LLC · EIN 90-1008827 / PN 022 | Common Collective Trust | — | — | $42.6M | 14.3% | |
| SSGA MSCI ACWI EX USA NONLENDING STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 159 | Common Collective Trust | — | — | $17.6M | 5.9% | |
| EMPLOYEE REAL ESTATE TR CO PART. FD AMERISERV TRUST AND FINANCIAL SERVICE · EIN 25-1689052 / PN 004 | Common Collective Trust | — | — | $9.8M | 3.3% | |
| CTF MICRO CAP EQUITY WELLINGTON TRUST COMPANY · EIN 20-3460618 / PN 001 | Common Collective Trust | — | — | $4.7M | 1.6% | |
| EMERGING MARKETS SMALL CAP VALUE STATE STREET BANK AND TRUST COMPANY · EIN 26-6149812 / PN 001 | Common Collective Trust | — | — | $4.7M | 1.6% | |
| AFL-CIO BUILDING INVESTMENT TRUST PNC BANK, NATIONAL ASSOCIATION · EIN 52-6328901 / PN 001 | Common Collective Trust | — | — | $3.9M | 1.3% | |
| VENTURE FUND L.P. HARBOURVEST PARTNERS LLC · EIN 34-2063502 / PN 001 | 103-12 Investment Entity | — | — | $307K | 0.1% | |
| Draper Fisher Jurvetson Fund IX, L.P. | — | — | — | $180K | <0.1% | |
| Redpoint Omega, L.P. | — | — | $2K | $38K | <0.1% | |
| Spark Capital III, L.P. | — | — | $3K | $30K | <0.1% | |
| BUYOUT FUND L.P. HARBOURVEST PARTNERS LLC · EIN 34-2063501 / PN 001 | 103-12 Investment Entity | — | — | $27K | <0.1% | |
| Spark Capital II, L.P. | — | — | $812 | $9K | <0.1% | |
| Special Opps G | — | — | $8K | $8K | <0.1% | |
| MEZZANINE AND DISTRESSED DEBT FUND HARBOURVEST PARTNERS LLC · EIN 34-2063515 / PN 001 | 103-12 Investment Entity | — | — | $8K | <0.1% | |
| Insight Venture Partners Coinvestment Fund II, L.P. | — | — | $1K | $8K | <0.1% | |
| Insight Venture Partners VII, L.P. | — | — | $1K | $5K | <0.1% | |
| Battery Ventures IX, L.P. | — | — | $5K | $4K | <0.1% | |
| Columbia Capital Equity Partners V, L.P. | — | — | $3K | $4K | <0.1% | |
| Redpoint Ventures IV, L.P. | — | — | $5K | $3K | <0.1% | |
| Andreessen Horowitz Fund I, L.P. | — | — | $3K | $3K | <0.1% | |
| Battery Ventures VIII, L.P. | — | — | $2K | $3K | <0.1% | |
| Bain Capital Venture Fund 2007, L.P. | — | — | $710 | $3K | <0.1% | |
| Accel X L.P. | — | — | $2K | $2K | <0.1% | |
| Versant Venture Capital IV, L.P. | — | — | $11K | $2K | <0.1% | |
| LendingClub Corporation | — | — | $6K | $2K | <0.1% | |
| TCV VII, L.P. | — | — | $2K | $1K | <0.1% | |
| BVP VII Special Opportunity Fund L.P. | — | — | $966 | $1K | <0.1% | |
| Andreessen Horowitz Fund II, L.P. | — | — | $8K | $1K | <0.1% | |
| TA Atlantic and Pacific VI L.P. | — | — | $423 | $1K | <0.1% | |
| Kleiner Perkins Caufield & Byers XIII, LLC | — | — | $1K | $1K | <0.1% | |
| Kleiner Perkins Caufield & Byers XIV, LLC | — | — | $473 | $828 | <0.1% | |
| Battery Ventures VIII Side Fund, L.P. | — | — | $1K | $823 | <0.1% | |
| Venrock Associates V, L.P. | — | — | — | $719 | <0.1% | |
| KPCB Digital Growth Fund, LLC | — | — | $1K | $643 | <0.1% | |
| Zuora, Inc. | — | — | $1K | $459 | <0.1% | |
| Accel Growth Fund L.P. | — | — | $1K | $439 | <0.1% | |
| New Enterprise Associates 10, Limited Partnership | — | — | $381 | $381 | <0.1% | |
| 1stdibs.com, Inc. | — | — | $1K | $237 | <0.1% | |
| Bain Capital Venture Fund 2009, L.P. | — | — | $902 | $177 | <0.1% | |
| KPCB Green Growth Fund, LLC | — | — | $86 | $170 | <0.1% | |
| Polaris Venture Partners IV, L.P. | — | — | — | $24 | <0.1% | |
| Morgenthaler Partners VII, L.P. | — | — | $663 | $14 | <0.1% | |
| Third Rock Ventures II, L.P. | — | — | $637 | $4 | <0.1% |