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Original filing (PDF)20250331095134NAL0010879506001
IRONWORKERS LOCAL 11 ANNUITY FUND BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
IRONWORKERS LOCAL 11 ANNUITY FUND
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed19 service providers
Active participants
1,148
Accounts w/ balance
4,511
Plan assets (EOY)
$375.5M
Net assets (EOY)
$359.3M
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 46 bps in Schedule C fees — 362% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IRONWORKERS LOCAL 11 ANNUITY FUND BOARD OF TRUSTEES.
Plan sponsor
Name
IRONWORKERS LOCAL 11 ANNUITY FUND BOARD OF TRUSTEES
EIN
51-6135653
Address
12 EDISON PLACE · SPRINGFIELD, NJ · 07081
Phone
(973) 376-7230
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-31
Pension benefit codes
2C · Money purchase (other than target benefit)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
FISCHER DORWART, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
19 rowsOther
19| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRONWORKERS LOCAL 11 WELFARE FUND | 22-6041517 | — | RELATED PARTY | $484K | — |
| NEW TOWER TRUST CO. (MEPT) | — | BETHESDA, MD | NONE | $283K | — |
| INTERCONTINENTAL REAL ESTATE CORP. | 11-3786306 | — | NONE | $134K | — |
| MORGAN STANLEY | 13-2869611 | — | NONE | $131K | — |
| LORD ABBETT | 13-5620131 | — | NONE | $105K | — |
| WCM FOCUSED INTERNATIONAL GROWTH | — | LAGUNA BEACH, CA | NONE | $100K | — |
| WESTERN ASSET MANAGMENT CO. | — | NEW YORK, NY | NONE | $66K | — |
| JP MORGAN | — | NEWARK, DE | NONE | $61K | — |
| ZIEGLER CAPITAL | — | ST. LOUIS, MO | NONE | $52K | — |
| WEAVER BARKSDALE & ASSOCIATES | — | NASHVILLE, TN | NONE | $51K | — |
| MANNING & NAPIER ADVISORS | 16-0995736 | — | NONE | $51K | — |
| GW&K | — | BOSTON, MA | NONE | $48K | — |
| TODD ASSET MANAGEMENT | — | LOUISVILLE, KY | NONE | $46K | — |
| FISCHER DORWART, P.C. | 23-2247478 | — | NONE | $39K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $33K | — |
| THE NORTHERN TRUST CO. | — | WILMINGTON, DE | NONE | $23K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $11K | — |
| WELLS FARGO | 26-0819763 | — | NONE | $10K | — |
| SUSANIN WIDMAN & BRENNAN, P.C. | — | BERWYN, PA | NONE | $7K | — |
Investments
4 pooled funds· $85.0M(23% 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
$70.0M
3 holdings
Pooled Separate Account
$15.0M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NEW TOWER TRUST CO. MULTI-EMPLOYER NEW TOWER TRUST CO. · EIN 52-6218800 / PN 001 | Common Collective Trust | $30.4M | 8.1% |
| WESTERN ASSET US INTERMEDIATE PLUS WESTERN ASSET MANAGEMENT COMPANY · EIN 20-4712392 / PN 001 | Common Collective Trust | $27.0M | 7.2% |
| ULLICO SEPARATE ACCOUNT J THE UNION LABOR LIFE INS. CO. · EIN 13-1423090 / PN 203 | Pooled Separate Account | $15.0M | 4.0% |
| MFB NT COLLECTIVE ALL COUNTRY WORLD NOTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 103 | Common Collective Trust | $12.6M | 3.4% |
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