# Bd Of Trustees Of Ibt Consolidated Pension Fund DB Plan
Source: https://planprovider.pro/companies/bd-of-trustees-of-ibt-consolidated-pension-fund-plan

> Bd Of Trustees Of Ibt Consolidated Pension Fund's DB plan: 3,457 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees Of Ibt Consolidated Pension Fund

- **Sponsor EIN:** 822153627

- **Sponsor Address:** 2323 EASTLAKE AVE EAST, SEATTLE, WA, 981023305

- **Plan Type:** DB

- **Total Participants:** 3,457

- **Total Assets:** $180.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,457|$180.5M|$0|$0|

| 2023|3,491|$171.1M|$10.2M|$0|

| 2022|3,326|$152.0M|$17.4M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| NORTHWEST ADMINISTRATORS, INC.|NONE|$583,975|—|$583,975|

| THE MCKEOGH COMPANY|NONE|$170,105|—|$170,105|

| EQT FUND MANAGEMENT|NONE|$154,585|—|$154,585|

| LEM CAPITAL|NONE|$139,476|—|$139,476|

| VENABLE, LLP|NONE|$118,134|—|$118,134|

| ARBOUR LANE CREDIT OPPORTUNITY FUND|NONE|$101,168|—|$101,168|

| ABRDN, INC|NONE|$65,208|—|$65,208|

| THE BANK OF BNY MELLON|NONE|$61,531|—|$61,531|

| CALLODINE CREDIT MANAGEMENT|NONE|$47,958|—|$47,958|

| MONARCH ALTERNATIVE CAPITAL LP|NONE|$47,352|—|$47,352|

| FORTRESS INVESTMENT GROUP LLC|NONE|$46,288|—|$46,288|

| BRANDYWINE GLOBAL INV MGMNT LLC|NONE|$44,298|—|$44,298|

| KING STREET CAPITAL MANAGEMENT, L.P|NONE|$44,219|—|$44,219|

| NEPC|NONE|$41,625|—|$41,625|

| LOOMIS SAYLES TRUST COMPANY|NONE|$39,112|—|$39,112|

| KENNEDY LEWIS MANAGEMENT LP|NONE|$37,116|—|$37,116|

| GRAIN MANAGEMENT|NONE|$35,290|—|$35,290|

| FRANCISCO PARTNERS|NONE|$31,207|—|$31,207|

| BACKCAST PARTNERS MANAGEMENT LLC|NONE|$29,982|—|$29,982|

| BROOKFIELD ASSET MANAGEMENT PRIVATE|NONE|$25,665|—|$25,665|

| NORTHBRIDGE PARTNERS LLC|NONE|$22,182|—|$22,182|

| CALIBRE CPA GROUP, PLLC|NONE|$22,000|—|$22,000|

| CRAYHILL CAPITAL MANAGEMENT LP|NONE|$18,591|—|$18,591|

| ERNST & YOUNG|NONE|$18,145|—|$18,145|

| PNC BANK, NA|NONE|$16,323|—|$16,323|

| WILLIAM BLAIR|NONE|$13,850|—|$13,850|

| NISA INVESTMENT ADVISORS, LLC|NONE|$13,762|—|$13,762|

| FEINBERG DUMONT & BRENNAN|NONE|$13,393|—|$13,393|

| KAYNE ANDERSON RUDNICK|NONE|$12,233|—|$12,233|

| SIGULER GUFF ADVISERS, LLC|NONE|$9,969|—|$9,969|

| FACT CAPITAL LP|NONE|$9,724|—|$9,724|

| STUART & BRANIGIN, LLP|NONE|$9,120|—|$9,120|

| RRA INVESTMENT MANAGEMENT, LLC|NONE|$7,072|—|$7,072|

| SEGAL SELECT INS. SERVICES, INC.|NONE|—|$6,421|$6,421|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VENABLE, LLP](https://planprovider.pro/provider/venable-llp) — NONE

- [NEPC](https://planprovider.pro/provider/milliman) — NONE

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,057,079

- **Estimated Expense Ratio:** 1.140% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$2,288,580|$1,057,656|$575,086|$22,000|—|

| 2023|$1,696,983|$398,589|$674,583|$21,928|—|

| 2022|$1,627,293|$176,092|$685,513|—|$552,892|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trustees-of-ibt-consolidated-pension-fund-plan)

© 2026 PlanProvider.Pro