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Original filing (PDF)20250414222507NAL0002508097001
BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 5 & IWEA
Form 5500
FILING_RECEIVED
IRON WORKERS LOCAL NO. 5 & IWEA EMPLOYEES PENSION TRUST FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed19 service providers
Active participants
768
Accounts w/ balance
0
Plan assets (EOY)
$399.5M
Net assets (EOY)
$392.7M
How this plan invests
This plan
12 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
- 51 bps in Schedule C fees — 412% 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 BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 5 & IWEA.
Plan sponsor
Name
BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 5 & IWEA
DBA
EMPLOYEES PENSION TRUST FUND
EIN
52-1075473
Address
7525 SE 24TH ST STE 200 · MERCER ISLAND, WA · 98040
Phone
(800) 732-1121
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
2025-04-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
19 rowsOther
19| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WPAS, INC. | 91-1363171 | — | NONE | $269K | — |
| J.P. MORGAN INVESTMENT | 13-3200244 | — | NONE | $240K | — |
| WEDGE CAPITAL MANAGEMENT | 56-1557450 | — | NONE | $219K | — |
| ULLICO INVESTMENT ADVISORS, INC | 52-6435649 | — | NONE | $208K | — |
| ACADIAN ASSET MANAGEMENT LLC | 04-2929221 | — | NONE | $192K | — |
| THOMSON HORSTMANN & BRYANT | 13-3163794 | — | NONE | $186K | — |
| INVESCO TRUST COMPANY | 46-3793325 | — | NONE | $148K | — |
| BHA CONSULTING LLC | 26-1384808 | — | NONE | $115K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $76K | — |
| UBS | 36-3762086 | — | NONE | $70K | — |
| SEGAL MARCO | 13-2646110 | — | NONE | $70K | — |
| PRINCIPAL CUSTODY SOLUTIONS | — | WACO, TX | NONE | $68K | — |
| O'DONOGHUE & O'DONOGHUE LLP | 53-0120528 | — | NONE | $60K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $46K | — |
| RHUMBLINE ADVISORS | 04-3118582 | — | NONE | $31K | — |
| SCHULTHEIS & PANETTIERI LLP | — | FLORAL PARK, NY | NONE | $16K | — |
| NORTHERN TRUST CORPORATION | 36-2723087 | — | NONE | $12K | — |
| BANK OF AMERICA | 94-1687665 | — | NONE | $11K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $7K | — |
Investments
12 pooled funds· $229.3M(57% 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
$194.3M
9 holdings
103-12 Investment Entity
$30.9M
2 holdings
Pooled Separate Account
$4.1M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SSGA US AGGREGATE BOND INDEX NL STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 070 | Common Collective Trust | $50.9M | 12.7% |
| SSGA RUSSELL 1000 GROWTH INDEX NL STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 124 | Common Collective Trust | $39.0M | 9.8% |
| RHUMBLINE RUSSELL 1000 POOLED INDEX RHUMBLINE ADVISORS CORP · EIN 04-6930563 / PN 001 | Common Collective Trust | $37.4M | 9.4% |
| INVESCO BALANCED-RISK ALLOCATION TR IVNESCO TRUST COMPANY · EIN 26-6399613 / PN 001 | Common Collective Trust | $32.2M | 8.1% |
| ACADIAN ALL COUNTRY WORLD FUND ACADIAN ASSET MANAGEMENT LLC · EIN 04-2929221 / PN 004 | 103-12 Investment Entity | $29.7M | 7.4% |
| AFL-CIO EQUITY IDEX FUND CHEVY CHASE TRUST COMPANY · EIN 27-3350609 / PN 010 | Common Collective Trust | $20.9M | 5.2% |
| NT EAFE INDEX COLLECTIVE TR NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 024 | Common Collective Trust | $6.8M | 1.7% |
| ULLICO SEPARATE ACCOUNT J ULLICO · EIN 13-1423090 / PN 203 | Pooled Separate Account | $4.1M | 1.0% |
| NT AGGREGATE BOND INDEX FD NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | $3.5M | 0.9% |
| JP MORGAN JPMCB SPECIAL SITUATION P JP MORGAN CHASE BANK, NA · EIN 13-3980309 / PN 001 | Common Collective Trust | $2.6M | 0.6% |
| BRANDYWINE GLOBAL OPP FIXED INC BRANDYWINE GLOBAL INVESTMENT MGMT, LLC · EIN 51-0412248 / PN 017 | 103-12 Investment Entity | $1.2M | 0.3% |
| AFL-CIO BUILDING INVESTMENT TR PNC BANK, N.A. · EIN 52-6328901 / PN 001 | Common Collective Trust | $1.1M | 0.3% |