# Board Of Trustees, Ironworkers Local #16 Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-ironworkers-local-16-pension-fund-plan

> Board Of Trustees, Ironworkers Local #16 Pension Plan's DB plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Ironworkers Local #16 Pension Plan

- **Sponsor EIN:** 526148924

- **Sponsor Address:** 7525 SE 24TH ST STE 200, MERCER ISLAND, WA, 98040

- **Plan Type:** DB

- **Total Participants:** 112

- **Total Assets:** $126.7M

## 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|112|$126.7M|$976,266|$0|

| 2023|110|$129.3M|$2.1M|$0|

| 2022|117|$64.6M|$1.3M|$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|

| WELFARE & PENSION ADMIN SERVICE INC|NONE|$117,529|—|$117,529|

| INTERCONTINENTAL REAL ESTATE CORP|NONE|$83,157|—|$83,157|

| INVESTMENT PERFORMANCE SERVICES|NONE|$75,000|—|$75,000|

| JPMORGAN INVESTMENT MANAGEMENT|NONE|$70,564|—|$70,564|

| THE MCKEOGH COMPANY|NONE|$64,189|—|$64,189|

| O'DONOGHUE & O'DONOGHUE|NONE|$50,279|—|$50,279|

| FIRST EAGLE INVESTMENT MANAGEMENT|NONE|$47,041|—|$47,041|

| WESTFIELD CAPITAL MGMT|NONE|$42,655|—|$42,655|

| DANA INVESTMENT ADVISORS|NONE|$37,983|—|$37,983|

| BLACKROCK INSTITUTIONAL TRUST COMPA|NONE|$37,964|—|$37,964|

| LSV ASSET MGMT|NONE|$31,354|—|$31,354|

| MILLER KAPLAN ARASE LLP|NONE|$29,800|—|$29,800|

| WELLINGTON TRUST COMPANY|NONE|$29,487|—|$29,487|

| SCHULTHEIS & PLANETTIERI|NONE|$24,658|—|$24,658|

| THE UNION LABOR LIFE INSURANCE COMP|NONE|$22,953|—|$22,953|

| PNC INSTITUTIONAL INV|NONE|$18,754|—|$18,754|

| ENTRUST GLOBAL PARTNERS|NONE|$17,023|—|$17,023|

| CHEVY CHASE TRUST|NONE|$14,466|—|$14,466|

| BANK OF AMERICA|NONE|$12,678|—|$12,678|

| CALIBRE CPA GROUP, PLLC|NONE|$8,849|—|$8,849|

| IRON MOUNTAIN|NONE|$7,202|—|$7,202|

| SMITH, GRAHAM & CO|NONE|$7,060|—|$7,060|

### Verified Provider Profiles

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

- [JPMORGAN INVESTMENT MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — NONE

- [THE UNION LABOR LIFE INSURANCE COMP](https://planprovider.pro/provider/the-vanguard-group-inc) — 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:** $850,645

- **Estimated Expense Ratio:** 0.671% 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|$954,729|$519,080|$117,529|$29,800|—|

| 2023|$773,799|$386,809|$110,659|$27,220|—|

| 2022|$741,734|$290,741|$83,300|—|$259,760|

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