# Ironworkers National Pension Plan Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/ironworkers-national-pension-plan-board-of-trustees-526122274-001

> Ironworkers National Pension Plan Board Of Trustees's DB plan: 2,852 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ironworkers National Pension Plan Board Of Trustees

- **Sponsor EIN:** 526122274

- **Sponsor Address:** 625 ENTERPRISE DRIVE, OAKBROOK, IL, 60523

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 2,852

- **Total Assets:** $503.2M

## 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|2,852|$503.2M|$10.7M|$0|

| 2023|2,757|$476.0M|$9.9M|$0|

| 2022|2,555|$464.2M|$9.0M|$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|

| BENEFITS MANAGEMENT GROUP, INC.|Other Service Provider|$619,825|—|$619,825|

| SEGAL CONSULTING|Other Service Provider|$350,947|—|$350,947|

| AMALGAMATED BANK|Other Service Provider|$287,252|—|$287,252|

| NEW TOWER TRUST COMPANY|Other Service Provider|$255,311|—|$255,311|

| BOSTON PARTNERS|Other Service Provider|$245,994|$8,952|$254,946|

| WITHUMSMITH+BROWN|Auditor|$226,640|—|$226,640|

| JP MORGAN INVESTMENT MANAGEMENT INC|Recordkeeper|$186,885|—|$186,885|

| EARNEST PARTNERS. LLC|Other Service Provider|$162,512|—|$162,512|

| BOYD WATTERSON ASSET MANAGEMENT LLC|Other Service Provider|$156,618|—|$156,618|

| ULLICO INVESTMENT ADVISORS INC|Other Service Provider|$145,708|—|$145,708|

| WCM INVESTMENT MANAGEMENT|Other Service Provider|$145,172|—|$145,172|

| UNION LABOR LIFE INSURANCE COMPANY|Recordkeeper|$137,762|—|$137,762|

| TODD ASSET MANAGEMENT, LLC|Other Service Provider|$133,906|—|$133,906|

| MORGAN STANLEY GRAYSTONE|Recordkeeper|$120,000|—|$120,000|

| UNION INSURANCE GROUP|Other Service Provider|$93,305|$10,900|$104,205|

| MANNING & NAPIER ADVISORS|Other Service Provider|$89,945|—|$89,945|

| MARCO, MCGUIRE & ARREOLA|Other Service Provider|$63,980|—|$63,980|

| METLIFE INVESTMENT MANAGEMENT|Other Service Provider|$56,402|—|$56,402|

| GCM GROSVENOR, L.P.|Other Service Provider|$55,349|—|$55,349|

| F/M INVESTMENTS, LLC|Other Service Provider|$45,896|—|$45,896|

| LAZARD ASSET MANAGEMENT|Other Service Provider|$45,075|—|$45,075|

| NORTHERN TRUST|Other Service Provider|$33,575|—|$33,575|

| BOND BROTHERS & CO., INC.|Other Service Provider|$16,823|—|$16,823|

| SAGE ADVISORY SERVICES, LTD CO|Other Service Provider|$5,422|—|$5,422|

### Verified Provider Profiles

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

- [WITHUMSMITH+BROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [JP MORGAN INVESTMENT MANAGEMENT INC](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [UNION LABOR LIFE INSURANCE COMPANY](https://planprovider.pro/provider/the-vanguard-group-inc) — Recordkeeper

- [MORGAN STANLEY GRAYSTONE](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,700,156

- **Estimated Expense Ratio:** 0.735% 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|$4,209,516|$2,021,972|$610,752|$128,285|—|

| 2023|$4,254,904|$2,135,230|$572,480|$140,110|—|

| 2022|$4,168,811|$2,224,904|$557,496|—|$737,031|

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