Plan Snapshot
- Plan Sponsor: Board Of Trustees Iron Workers
- Sponsor EIN: 042591016
- Sponsor Address: 161 GRANITE AVE, DORCHESTER, MA, 021245437
- Plan Type: DB
- Total Participants: 2,142
- Total Assets: $683.1M
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 | 2,142 | $683.1M | $41.5M | $0 |
| 2023 | 2,297 | $640.1M | $45.6M | $0 |
| 2022 | 2,275 | $585.9M | $48.1M | $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 |
|---|---|---|---|---|
| HARBOURVEST PARTNERS, LLC | NONE | $598,565 | — | $598,565 |
| PIMCO INVESTMENT MANAGEMENT | NONE | $276,933 | — | $276,933 |
| AMERICAN CORE PROPERTY FUND | NONE | $259,488 | — | $259,488 |
| BOSTON PARTNERS | NONE | $237,663 | — | $237,663 |
| MEKETA INVESTMENT GROUP, INC | NONE | $220,020 | — | $220,020 |
| LOOMIS SAYLES | NONE | $157,396 | — | $157,396 |
| SEGAL COMPANY | NONE | $144,302 | — | $144,302 |
| GERDING EDLEN INVESTMENT MANAGEMENT | NONE | $138,185 | — | $138,185 |
| MESIROW FIN PRIV EQ FUND VIII | NONE | $121,500 | — | $121,500 |
| GOLUB CAPITAL | NONE | $112,438 | — | $112,438 |
| FRONTIER CAPITAL | NONE | $109,975 | — | $109,975 |
| DF DENT | NONE | $94,607 | — | $94,607 |
| MANZI & ASSOCIATES, LLC | NONE | $89,732 | — | $89,732 |
| SS&C GLOBE OP | NONE | $84,131 | — | $84,131 |
| IRONSIDES PARTNERSHIP | NONE | $76,659 | — | $76,659 |
| US BANK | NONE | $76,132 | — | $76,132 |
| WILLIAM HURLEY | EMPLOYEE | $63,740 | — | $63,740 |
| ULLICO J FOR JOBS | NONE | $52,286 | — | $52,286 |
| MICKEY LONG, ESQ. | NONE | $45,381 | — | $45,381 |
| HEATHER ROMERI | EMPLOYEE | $44,946 | — | $44,946 |
| FIRST EAGLE INVESTMENTS | NONE | $42,969 | — | $42,969 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | NONE | $42,442 | — | $42,442 |
| SEGAL ROITMAN, LLP | NONE | $33,894 | — | $33,894 |
| LANGAN & DEMPSEY | NONE | $33,332 | — | $33,332 |
| VANESSA BERMUDEZ | EMPLOYEE | $29,623 | — | $29,623 |
| NBM, INC | NONE | $27,562 | — | $27,562 |
| MAUREEN FLAHERTY | EMPLOYEE | $22,528 | — | $22,528 |
| KARA LALLY | EMPLOYEE | $20,974 | — | $20,974 |
| ANN O'MEARA | EMPLOYEE | $15,979 | — | $15,979 |
| ANA CORREIA | EMPLOYEE | $11,861 | — | $11,861 |
| NICOLE MURPHY | EMPLOYEE | $11,852 | — | $11,852 |
| ALLISON BARBER | EMPLOYEE | $11,300 | — | $11,300 |
| IRON MOUNTAIN RECORDS MANAGEMENT | NONE | $10,403 | — | $10,403 |
| TD SECURITIES | NONE | $9,501 | — | $9,501 |
| BERWYN GROUP | NONE | $7,500 | — | $7,500 |
| STATE STREET GLOBAL ADVISORS | NONE | $5,468 | — | $5,468 |
| INSTITUTIONAL SHAREHOLDER SERVICES | NONE | $5,445 | — | $5,445 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ULLICO J FOR JOBS — NONE
- STATE STREET GLOBAL ADVISORS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,346,712
- Estimated Expense Ratio: 0.490% 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 | $3,605,654 | $2,469,700 | — | $46,925 | — |
| 2023 | $3,089,615 | $2,047,648 | — | $62,622 | — |
| 2022 | $2,782,657 | $1,747,300 | — | — | $345,547 |