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Original filing (PDF)20251015145529NAL0006510432001

BOARD OF TRUSTEES, IRONWORKERS LOCAL #16 PENSION PLAN

Form 5500
FILING_RECEIVED
IRONWORKERS LOCAL #16 PENSION PLAN
Defined-benefit pension plan
Signals · 3
26% in single holdingNo recordkeeper disclosed22 service providers
Active participants
112
Accounts w/ balance
0
Plan assets (EOY)
$126.7M
Net assets (EOY)
$121.6M
How this plan invests
This plan
7 pooled trusts
Schedule D
604 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "[DFE: SEGALL, BRYANT & HAMILL COLLECTIVE INVESTMENT TRUST (extraction pending)]" is 26% of plan.
  • 67 bps in Schedule C fees — 571% 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, IRONWORKERS LOCAL #16 PENSION PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES, IRONWORKERS LOCAL #16 PENSION PLAN
EIN
52-6148924
Address
7525 SE 24TH ST STE 200 · MERCER ISLAND, WA · 98040
Phone
(509) 505-5080
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)

22 rows
Other
22
NameEINLocationRelationDirect compIndirect comp
WELFARE & PENSION ADMIN SERVICE INC91-1363171—NONE$118K—
INTERCONTINENTAL REAL ESTATE CORP04-2895544—NONE$83K—
INVESTMENT PERFORMANCE SERVICES36-3555078—NONE$75K—
JPMORGAN INVESTMENT MANAGEMENT12-1192865—NONE$71K—
THE MCKEOGH COMPANY23-3003375—NONE$64K—
O'DONOGHUE & O'DONOGHUE53-0120528—NONE$50K—
FIRST EAGLE INVESTMENT MANAGEMENT57-1156902—NONE$47K—
WESTFIELD CAPITAL MGMT80-0175963—NONE$43K—
DANA INVESTMENT ADVISORS39-1512278—NONE$38K—
BLACKROCK INSTITUTIONAL TRUST COMPA94-3112180—NONE$38K—
LSV ASSET MGMT23-2772200—NONE$31K—
MILLER KAPLAN ARASE LLP95-2036255—NONE$30K—
WELLINGTON TRUST COMPANY04-2755549—NONE$29K—
SCHULTHEIS & PLANETTIERI—HAUPPAUGE, NYNONE$25K—
THE UNION LABOR LIFE INSURANCE COMP13-1423090—NONE$23K—
PNC INSTITUTIONAL INV25-1211909—NONE$19K—
ENTRUST GLOBAL PARTNERS90-0644478—NONE$17K—
CHEVY CHASE TRUST52-6257033—NONE$14K—
BANK OF AMERICA56-0906609—NONE$13K—
CALIBRE CPA GROUP, PLLC47-0900880—NONE$9K—
IRON MOUNTAIN23-2588479—NONE$7K—
SMITH, GRAHAM & CO76-0301817—NONE$7K—

Investments

593 direct securities · 7 pooled funds· $30.8M(24% 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
$22.0M
6 holdings
Uncategorized
$5.3M
593 holdings
Pooled Separate Account
$3.6M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
SEGALL BRYANT & HAMILL QUALITY HIGH
SEI TRUST COMPANY · EIN 81-0835598 / PN 090
Common Collective Trust
——$6.6M5.2%
ASB LABOR EQUITY INDEX FUND
CHEVY CHASE TRUST COMPANY · EIN 27-3350609 / PN 010
Common Collective Trust
——$5.3M4.2%
WELLINGTON CIF OPP INVESTMENT ALLOC
WELLINGTON TRUST COMPANY, NA · EIN 04-2767481 / PN 076
Common Collective Trust
——$4.6M3.6%
ULLICO SEPARATE ACCOUNT J
THE UNION LABOR LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 203
Pooled Separate Account
——$3.6M2.8%
BLACKROCK GLOBAL ALLOCATION
BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 46-0563260 / PN 001
Common Collective Trust
——$2.5M2.0%
AFL-CIO BUILDING INVESTMENT TRUST
GREAT GRAY TRUST COMPANY, LLC · EIN 52-6328901 / PN 001
Common Collective Trust
——$1.6M1.2%
ASB ALLEGIANCE REAL ESTATE FUND
CHEVY CHASE TRUST FUND · EIN 52-6257033 / PN 006
Common Collective Trust
——$1.4M1.1%
Loc 302 & 612 of IUOE - Emp Con Ind Ret———$423K0.3%
APPLE INC—798.228$46K$200K0.2%
Iron Wokers D.C. of Southern Ohio———$193K0.2%
Operating Engineers Pension Trust———$187K0.1%
NVIDIA CORP—1,295.367$10K$174K0.1%
MICROSOFT CORP—392.617$39K$165K0.1%
Seafarers Pension Plan———$137K0.1%
AMAZON.COM INC—494.191$34K$108K<0.1%
Sprinkler Industry Supplmental Pen Fd———$96K<0.1%
Sprinkler Industry Supplmental Pen Fd———$94K<0.1%
Sprinkler Industry Supplmental Pens Fd———$80K<0.1%
Hotel Union & Hotel Industry of Hawaii———$80K<0.1%
Western Washington Laborers-Employers Pe———$74K<0.1%
META PLATFORMS INC—115.12$16K$67K<0.1%
Building Laborers Local 310 Pension Fund———$64K<0.1%
TESLA INC—147.478$35K$60K<0.1%
ALPHABET INC-CL A—308.554$15K$58K<0.1%
BROADCOM INC—246.641$10K$57K<0.1%
Stationary Engineers Local 39 Pension Fd———$56K<0.1%
MARTA/ATU Local No. 732 Employee———$56K<0.1%
Sprinkler Industry Supplmental Pens Fd———$55K<0.1%
ALPHABET INC-CL C—251.323$12K$48K<0.1%
Mason Tenders District Council Pension Fund———$46K<0.1%
BERKSHIRE HATH-B—96.793$17K$44K<0.1%
Pension Plan for Employees of H.N.S. Man———$43K<0.1%
Construction Industry Laborers Pen Fd———$39K<0.1%
JPMORGAN CHASE & CO—148.671$12K$36K<0.1%
California School Employees Association———$35K<0.1%
Mo-Kan Teamsters Pension Fund———$35K<0.1%
Pipe Trades District Council 36 Pension———$35K<0.1%
National Roofing Industry Supp Pen Plan———$35K<0.1%
ELI LILLY & CO—41.609$5K$32K<0.1%
Employers and Operating Eng Loc 520———$31K<0.1%
IUOE Local 132 Pension Fund———$30K<0.1%
Boilermakers National Annuity Trust———$30K<0.1%
District Coun 82 Painting Industry PF———$30K<0.1%
SIS Pension Fund - Aggressive Growth———$30K<0.1%
VISA INC-CLASS A SHARES—91.257$11K$29K<0.1%
UFCW Loc 919 and Cont Empl Pen Fund———$27K<0.1%
UAW Local 259 Pension Fund———$26K<0.1%
EXXON MOBIL CORP—232.094$18K$25K<0.1%
UNITEDHEALTH GROUP INC—48.598$9K$25K<0.1%
Mason Tenders District Council Annuity Fund———$24K<0.1%
American Federation of Gov't Empl———$24K<0.1%
Oregon SMW Master Retirement Trust———$23K<0.1%
MASTERCARD INC - A—43.286$6K$23K<0.1%
COSTCO WHOLESALE CORP—23.398$5K$21K<0.1%
PROCTER & GAMBLE CO/THE—124.364$12K$21K<0.1%
WALMART INC—229.219$7K$21K<0.1%
HOME DEPOT INC—52.453$8K$20K<0.1%
NETFLIX INC—22.573$5K$20K<0.1%
Intl Assoc of Machinists & Aerospace Wkr———$19K<0.1%
Iron Workers DC of New England Annuity Fund———$19K<0.1%
JOHNSON & JOHNSON—127.14$14K$18K<0.1%
SALESFORCE INC—50.484$6K$17K<0.1%
UFCW Unions and Employers Pension Plan———$17K<0.1%
ABBVIE INC—93.318$7K$17K<0.1%
Hotel & Restaurant Empl Local No. 25———$16K<0.1%
Marble Industry Pension Trust Fund———$16K<0.1%
Local 808 IBT Pension Fund———$16K<0.1%
BANK OF AMERICA CORP—352.511$7K$15K<0.1%
Arizona Sheet Metal Pension Trust Fund———$14K<0.1%
Teamsters Union Local 293 Pension Fund———$14K<0.1%
ORACLE CORP—84.873$4K$14K<0.1%
BAC Local No 4 Pension Fund———$14K<0.1%
Local 805 IBT Pension & Retirement Fd———$13K<0.1%
MERCK & CO. INC.—133.584$8K$13K<0.1%
CHEVRON CORP—88.257$10K$13K<0.1%
COCA-COLA CO/THE—204.736$9K$13K<0.1%
Plumbers and Steam Loc 248 Pen PI - CLS———$13K<0.1%
CISCO SYSTEMS INC—210.491$7K$12K<0.1%
Local 553 Pension Fund———$12K<0.1%
WELLS FARGO & CO—175.822$7K$12K<0.1%
Northern Illinois Annuity Fund———$12K<0.1%
Marble Industry Annuity Trust Fund———$12K<0.1%
Ironworkers Dist Council of New England———$12K<0.1%
ISHARES CORE S&P 500 ETF—19.889$12K$12K<0.1%
Plumbers & Steamfitters Local #42 Pen Pl———$12K<0.1%
ACCENTURE PLC-CL A—32.997$5K$12K<0.1%
Sheet Metal Workers Local 17 Annuity Fund———$12K<0.1%
SERVICENOW INC—10.878$4K$12K<0.1%
Local 817 Pension Fund———$11K<0.1%
Plumbers and Pipefitters Local 152 Pen———$11K<0.1%
Local 804 Annuity Fund———$11K<0.1%
PEPSICO INC—72.451$8K$11K<0.1%
MCDONALD'S CORP—37.843$5K$11K<0.1%
IBM—48.828$8K$11K<0.1%
WALT DISNEY CO/THE—95.631$9K$11K<0.1%
Asbestos Workers Local No. 24 Pension Pl———$11K<0.1%
LINDE PLC—25.145$5K$11K<0.1%
THERMO FISHER—20.199$4K$11K<0.1%
ABBOTT LABORATORIES—91.592$5K$10K<0.1%
ADVANCED MICRO DEVICES—85.696$3K$10K<0.1%
ADOBE INC—23.246$4K$10K<0.1%
PHILIP MORRIS IN—82.107$7K$10K<0.1%
INTUITIVE SURGICAL INC—18.809$2K$10K<0.1%
Jacksonville Plumbers and Pipefitters———$10K<0.1%
Seafarers Money Purchase Pen Plan Trust———$10K<0.1%
Iron Workers Local No. 5 & IW Employers———$10K<0.1%
Seafarers Officers and Employees Pen Pl———$10K<0.1%
GE AEROSPACE—57.153$6K$10K<0.1%
GOLDMAN SACHS GROUP INC—16.577$3K$9K<0.1%
INTUIT INC—14.801$3K$9K<0.1%
CATERPILLAR INC—25.495$3K$9K<0.1%
Pressmen's Publishers Pen Fund———$9K<0.1%
TEXAS INSTRUMENTS INC—48.172$4K$9K<0.1%
Sheet Metal Workers Loc 4 Pension Plan———$9K<0.1%
QUALCOMM INC—58.669$4K$9K<0.1%
VERIZON COMMUNIC—222.3$11K$9K<0.1%
AMERICAN EXPRESS CO—29.388$3K$9K<0.1%
BOOKING HOLDINGS INC—1.748$2K$9K<0.1%
AT&T INC—378.909$9K$9K<0.1%
Local 17 Pension Fund———$9K<0.1%
Union Mutual Fund———$9K<0.1%
H.N.S. Management Co. Retirement Plan———$8K<0.1%
S&P GLOBAL INC—16.766$3K$8K<0.1%
MORGAN STANLEY—65.507$3K$8K<0.1%
PALANTIR TECHN-A—108.246$4K$8K<0.1%
USW Local 286 Pension Fund———$8K<0.1%
RTX CORPORATION—70.287$4K$8K<0.1%
Mechanical Contractors UA Local 119 Pens———$8K<0.1%
U.S. Bank, as Co-Trustee for U.A. Local———$8K<0.1%
PFIZER INC—299.259$9K$8K<0.1%
BLACKROCK INC—7.688$4K$8K<0.1%
DANAHER CORP—33.946$3K$8K<0.1%
NEXTERA ENERGY INC—108.594$4K$8K<0.1%
HONEYWELL INTL—34.338$4K$8K<0.1%
COMCAST CORP-CLASS A—201.571$6K$8K<0.1%
Teamster Local 11 Pension Fund———$7K<0.1%
PROGRESSIVE CORP—30.935$2K$7K<0.1%
AMGEN INC—28.386$5K$7K<0.1%
LOWE'S COS INC—29.957$2K$7K<0.1%
Upper Peninsula Plumbers and Pipefitters———$7K<0.1%
UNION PACIFIC CORP—32.015$4K$7K<0.1%
TJX COMPANIES INC—59.56$2K$7K<0.1%
Laborers Pension Fund———$7K<0.1%
APPLIED MATERIALS INC—43.535$2K$7K<0.1%
CITIGROUP INC—99.873$5K$7K<0.1%
BOEING CO/THE—39.477$7K$7K<0.1%
UA of Plumbers & Steamfitters Loc 521———$7K<0.1%
BOSTON SCIENTIFIC CORP—77.829$2K$7K<0.1%
EATON CORP PLC—20.869$2K$7K<0.1%
CONOCOPHILLIPS—68.31$4K$7K<0.1%
UBER TECHNOLOGIES INC—111.197$7K$7K<0.1%
BLACKSTONE INC—38.127$4K$7K<0.1%
MSSA-ILA Pension Plan———$7K<0.1%
STRYKER CORP—18.118$3K$7K<0.1%
AUTOMATIC DATA PROCESSING—21.517$2K$6K<0.1%
PALO ALTO NETWORKS INC—34.562$4K$6K<0.1%
FISERV INC—30.043$2K$6K<0.1%
Cumberland, Maryland & Vicinity Building———$6K<0.1%
GILEAD SCIENCES INC—65.812$4K$6K<0.1%
BRISTOL-MYERS SQUIBB CO—107.103$6K$6K<0.1%
ARISTA NETWORKS INC—54.55$1K$6K<0.1%
Pension Trust, Twin City Pipe Trades———$6K<0.1%
SCHWAB (CHARLES) CORP—78.943$3K$6K<0.1%
Local 475 IUE Pension Plan———$6K<0.1%
DEERE & CO—13.437$2K$6K<0.1%
T-MOBILE US INC—25.739$3K$6K<0.1%
ANALOG DEVICES INC—26.219$2K$6K<0.1%
MARSH & MCLENNAN COS—25.935$2K$6K<0.1%
VERTEX PHARM—13.6$2K$5K<0.1%
CHUBB LTD—19.797$2K$5K<0.1%
STARBUCKS CORP—59.857$3K$5K<0.1%
LOCKHEED MARTIN CORP—11.14$3K$5K<0.1%
MEDTRONIC PLC—67.724$6K$5K<0.1%
KKR & CO INC—35.648$4K$5K<0.1%
PROLOGIS INC—48.909$3K$5K<0.1%
WWEC Teamsters Local 863 Pension———$5K<0.1%
The Board of Education of Essex County———$5K<0.1%
MICRON TECHNOLOGY INC—58.55$2K$5K<0.1%
LAM RESEARCH CORP—67.946$1K$5K<0.1%
UNITED PARCEL-B—38.622$4K$5K<0.1%
EQUINIX INC—5.095$2K$5K<0.1%
GE VERNOVA INC—14.557$1K$5K<0.1%
SOUTHERN CO/THE—57.86$3K$5K<0.1%
NIKE INC -CL B—62.872$4K$5K<0.1%
ALTRIA GROUP INC—89.499$4K$5K<0.1%
INTEL CORP—227.758$8K$5K<0.1%
AMERICAN TOWER CORP—24.676$4K$5K<0.1%
PAYPAL HOLDINGS INC—52.942$4K$5K<0.1%
INTERCONTINENTAL—30.321$2K$5K<0.1%
ELEVANCE HEALTH INC—12.247$2K$5K<0.1%
KLA CORP—7.063$927$4K<0.1%
AMPHENOL CORP-CL A—63.665$1K$4K<0.1%
CME GROUP INC—19.03$2K$4K<0.1%
DUKE ENERGY CORP—40.793$3K$4K<0.1%
TRANE TECHNOLOGIES PLC—11.883$870$4K<0.1%
CADENCE DESIGN SYS INC—14.483$935$4K<0.1%
CHIPOTLE MEXICAN—71.955$1K$4K<0.1%
UA Local 125 Retirement Savings Plan———$4K<0.1%
PARKER HANNIFIN CORP—6.797$1K$4K<0.1%
MONDELEZ INTER-A—70.614$3K$4K<0.1%
Showing top 200 of 600 investments by value.

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