Plan Snapshot
- Plan Sponsor: Board Of Trustees Intermountain Ironworkers Pension Trust
- Sponsor EIN: 876124266
- Sponsor Address: PO BOX 30124, SALT LAKE CITY, UT, 841300124
- Plan Type: DB
- Plan Number: 001
- Total Participants: 690
- Total Assets: $161.7M
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 | 690 | $161.7M | $12.4M | $0 |
| 2023 | 684 | $157.7M | $10.4M | $0 |
| 2022 | 655 | $151.3M | $10.1M | $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 |
|---|---|---|---|---|
| BENESYS ADMINISTRATORS | Other Service Provider | $268,281 | — | $268,281 |
| RAEL & LETSON | Other Service Provider | $192,514 | — | $192,514 |
| NCS GROUP TRUST INTERNATIONAL FUND | Other Service Provider | $98,506 | — | $98,506 |
| SONG MONDRESS | ERISA Attorney | $96,705 | — | $96,705 |
| ACADIAN ASSET MANAGMENT LLC | Other Service Provider | $75,816 | — | $75,816 |
| ULLICO INVESTMENT ADVISORS INC | Other Service Provider | $72,808 | — | $72,808 |
| HAYNIE & COMPANY | Auditor | $61,003 | — | $61,003 |
| WASHINTON CAPITAL MANAGEMENT, INC. | Other Service Provider | $60,588 | — | $60,588 |
| US BANK | Other Service Provider | $42,164 | — | $42,164 |
| BRANDYWINE GLOBAL INVESTMENT MGMT | Other Service Provider | $40,848 | — | $40,848 |
| SEGALL BRYANT & HAMILL | Other Service Provider | $30,735 | — | $30,735 |
| NEPC, LLC | Recordkeeper | $30,278 | — | $30,278 |
| SMART SOURCE LLC | Other Service Provider | $20,218 | — | $20,218 |
| DEBOER & ASSOCIATES, PC | Auditor | $9,620 | — | $9,620 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SONG MONDRESS — ERISA Attorney
- HAYNIE & COMPANY — Auditor
- NEPC, LLC — Recordkeeper
- DEBOER & ASSOCIATES, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,100,084
- Estimated Expense Ratio: 0.680% 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 | $1,276,040 | $409,579 | $248,528 | $79,393 | — |
| 2023 | $1,315,015 | $580,173 | $222,024 | $79,264 | — |
| 2022 | $1,198,150 | $506,250 | $223,028 | — | $275,514 |