Back to filter
Original filing (PDF)20260324135828NAL0003759971001
NORTHWEST IRONWORKERS RETIREMENT PLAN BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
NORTHWEST IRONWORKERS RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed15 service providers
Active participants
3,183
Accounts w/ balance
—
Plan assets (EOY)
$854.4M
Net assets (EOY)
$851.1M
How this plan invests
This plan
7 pooled trusts
Schedule D
45 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — 615% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHWEST IRONWORKERS RETIREMENT PLAN BOARD OF TRUSTEES.
Plan sponsor
Name
NORTHWEST IRONWORKERS RETIREMENT PLAN BOARD OF TRUSTEES
EIN
91-6123688
Address
P.O. BOX 34203 · SEATTLE, WA · 981241203
Phone
(206) 441-7574
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-24
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
ANASTASI MOORE & MARTIN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsOther
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELFARE & PENSION ADMIN SVC, INC. | 91-1363171 | — | NONE | $949K | — |
| TODD ASSET MANAGEMENT LLC | 61-1350302 | — | NONE | $642K | — |
| WASHINGTON CAPITAL MANAGEMENT, INC. | 91-1042342 | — | NONE | $621K | — |
| LOOMIS, SAYLES & COMPANY, L.P. | 04-3200030 | — | NONE | $434K | — |
| HOOD RIVER CAPITAL MANAGEMENT | 46-1294859 | — | NONE | $282K | — |
| PANAGORA ASSET MANAGEMENT, INC. | 04-3063840 | — | NONE | $137K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $131K | — |
| VERUS ADVISORY, INC. | 91-1320111 | — | NONE | $124K | — |
| SUN LIFE CAPITAL MANAGEMENT LLC | 68-0635051 | — | NONE | $87K | — |
| MARSH MCLENNAN AGENCY | — | SPOKANE, WA | NONE | $77K | — |
| PNC BANK | 22-1146430 | — | NONE | $68K | — |
| BARLOW COUGHRAN MORALES & JOSEPHSON | 91-0889948 | — | NONE | $55K | — |
| ANASTASI, MOORE & MARTIN, PLLC | 20-8149084 | — | NONE | $24K | — |
| CALPA ADVISORS LLC | 91-6028565 | — | NONE | $20K | — |
| TURNER, STOEVE & GAGLIARDI, P.S. | 91-1282506 | — | NONE | $16K | — |
Investments
45 direct securities · 7 pooled funds· $1.5B(100% 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.
Uncategorized
$1.1B
39 holdings
103-12 Investment Entity
$159.6M
5 holdings
Common Collective Trust
$132.9M
2 holdings
Common Stocks
$112.3M
3 holdings
Corporate Bonds
$52.0M
2 holdings
Mutual Funds
$22.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Limited partnerships | — | — | $103.2M | $151.1M | 17.7% | |
| Federated Hermes Gov't Money Market Fund Obligation Prem Shs #117 103 Purchases | — | — | $92.7M | $92.7M | 10.9% | |
| Common collective trust Various | — | — | $24.5M | $92.3M | 10.8% | |
| LOOMIS SAYLES LARGE CAP GROWTH TRUS LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 012 | Common Collective Trust | — | — | $92.3M | 10.8% | |
| Short-term funds Various 2 Mutual funds Various | — | — | $61.8M | $90.6M | 10.6% | |
| Various | Common Stocks | — | $61.0M | $86.2M | 10.1% | |
| U.S. securities | — | — | $82.6M | $82.8M | 9.7% | |
| 103-12 investment entities Various | — | — | $41.4M | $79.3M | 9.3% | |
| WASHINGTON CAPITAL JMT WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | — | — | $79.3M | 9.3% | |
| Federated Hermes Gov't Money Market Fund Obligation Prem Shs #117 56 Sales | — | — | $64.9M | $64.9M | 7.6% | |
| Limited partnership Various | — | — | $30.0M | $64.6M | 7.6% | |
| Short-term funds Various 36 Limited partnership Various | — | — | $34.9M | $44.2M | 5.2% | |
| Limited partnership Various | — | — | $36.5M | $42.3M | 5.0% | |
| U.S. securities Various | — | — | $41.8M | $41.7M | 4.9% | |
| U.S. securities Various | — | — | $40.9M | $41.1M | 4.8% | |
| Short-term funds Various 31 Common collective trust Various | — | — | $26.8M | $40.6M | 4.8% | |
| ARROWSTREET INTERNATIONAL EQUITY AC GLOBAL TRUST COMPANT · EIN 61-6553401 / PN 004 | Common Collective Trust | — | — | $40.6M | 4.8% | |
| 103-12 investment entities Various | — | — | $36.5M | $40.4M | 4.7% | |
| PANAGORA GROUP TRUST PANAGORA ASSET MANAGEMENT, INC. · EIN 04-3183235 / PN 006 | 103-12 Investment Entity | — | — | $40.4M | 4.7% | |
| 103-12 investment entities Various | — | — | $12.8M | $39.9M | 4.7% | |
| Short-term funds | — | — | $27.8M | $27.8M | 3.3% | |
| Various | Corporate Bonds | — | $27.4M | $27.6M | 3.2% | |
| Various | Common Stocks | — | $19.0M | $25.8M | 3.0% | |
| Various | Corporate Bonds | — | $24.1M | $24.4M | 2.9% | |
| Various | Mutual Funds | — | $16.2M | $22.6M | 2.6% | |
| Short-term funds Variable Rate | — | — | $21.1M | $21.1M | 2.5% | |
| QUEST TRUST FUND V QUEST INVESTMENT MANAGEMENT, LLC · EIN 93-6195889 / PN 074 | 103-12 Investment Entity | — | — | $16.4M | 1.9% | |
| QUEST TRUST FUND IV QUEST INVESTMENT MANAGEMENT, LLC · EIN 93-6195889 / PN 073 | 103-12 Investment Entity | — | — | $12.9M | 1.5% | |
| QUEST TRUST FUND VII QUEST INVESTMENT MANAGEMENT, LLC · EIN 93-6195889 / PN 076 | 103-12 Investment Entity | — | — | $10.6M | 1.2% | |
| Short-term funds Various | — | — | $3.2M | $3.2M | 0.4% | |
| Short-term funds Various | — | — | $2.9M | $2.9M | 0.3% | |
| Northwest Ironworkers Retirement Plan Administrative Expenses Years Ended June 30, 2025, 2024, and 2023 2025 2023 Administrative | — | — | $776K | $760K | <0.1% | |
| Short-term funds Various | — | — | $371K | $371K | <0.1% | |
| Short-term funds Various | — | — | $316K | $316K | <0.1% | |
| Various | Common Stocks | — | $3K | $263K | <0.1% | |
| PBGC insurance | — | — | $268K | $250K | <0.1% | |
| Actuarial fees | — | — | $116K | $101K | <0.1% | |
| Fiduciary and cyber liability insurance | — | — | $86K | $86K | <0.1% | |
| Payroll review | — | — | $49K | $76K | <0.1% | |
| Postage | — | — | $20K | $72K | <0.1% | |
| Trustee meetings and travel | — | — | $20K | $58K | <0.1% | |
| Dues and subscriptions | — | — | $7K | $33K | <0.1% | |
| Legal fees | — | — | $26K | $24K | <0.1% | |
| Audit fees | — | — | $23K | $23K | <0.1% | |
| Short-term funds Various 745 Limited partnership Various | — | — | $1.8M | $22K | <0.1% | |
| Conferences and conventions | — | — | $13K | $18K | <0.1% | |
| Office and printing | — | — | $17K | $14K | <0.1% | |
| Collection | — | — | $23K | $13K | <0.1% | |
| Website management | — | — | $9K | $8K | <0.1% | |
| Short-term funds Various | — | — | $3K | $3K | <0.1% | |
| Telephone | — | — | $3K | $2K | <0.1% | |
| Short-term funds Various | — | — | $1K | $1K | <0.1% |
Related plans
Other plans using WELFARE & PENSION ADMIN SVC, INC.
IRONWORKERS DISTRICT COUNCIL OF THE PACI FIELD IRONWORKERS ANNUITY TRU
IRONWORKERS DISTRICT COUNCIL OF THE PACIFIC NW FIELD IRONWORKERS ANNUITY TRUST FUND
$593.8M · 7,218 participants
BOARD OF TRUSTEES AGC-IUOE LOCAL OF AGC-IUOE LOCAL 701 PENSION TRUST
DEFINED BENEFIT PENSION PLAN OF AGC-IUOE LOCAL 701 PENSION TRUST FUND
$358.2M · 1,882 participants
BOT, N.W. GMP & ALLIED WORKERS PENSION PLAN
NORTHWEST GLASS, MOLDERS, POTTERY, PLASTICS AND ALLIED WORKERS PENSION PLAN
$87.6M · 710 participants
BOARD OF TRUSTEES PUGET SOUND ELECTRICAL WORKERS
PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST
$64.6M · 5,697 participants
BOARD OF TRUSTEES, CEMENT MASONS AND PLASTERERS HEALTH AND WELFARE
CEMENT MASONS AND PLASTERERS HEALTH AND WELFARE PLAN
$40.4M · 1,183 participants
NORTHWEST ROOFERS & EMPLOYERS HEALTH & S BOARD OF TRUSTEES
NORTHWEST ROOFERS & EMPLOYERS HEALTH & SECURITY PLAN
$28.0M · 596 participants
Similar-size Construction plans
BOARD OF TRUSTEES, MICHIGAN CARPENTERS' PENSION FUND
MICHIGAN CARPENTERS' PENSION FUND
$724.7M · 3,894 participants
BOARD OF TRUSTEES OF THE SHEET METAL WORKERS 73 PENSION FUND
SHEET METAL WORKERS' LOCAL 73 PENSION FUND
$717.6M · 1,914 participants
CENTIMARK CORPORATION
CENTIMARK CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
$679.6M · 2,418 participants
HAWAII CARPENTERS FINANCIAL SECURITY FUND
HAWAII CARPENTERS FINANCIAL SECURITY FUND
$662.3M · 4,242 participants
SRS DISTRIBUTION INC.
SRS DISTRIBUTION INC. 401(K) PLAN
$574.8M · 10,432 participants
BOARD OF TRUSTEES, SOUTHWEST CARPENTERS ANNUITY FUND
SOUTHWEST CARPENTERS ANNUITY FUND
$1.1B · 91,004 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants