Plan Snapshot
- Plan Sponsor: Northwest Ironworkers Retirement Plan Board Of Trustees
- Sponsor EIN: 916123688
- Sponsor Address: P.O. BOX 34203, SEATTLE, WA, 981241203
- Plan Type: DB
- Plan Number: 001
- Total Participants: 3,183
- Total Assets: $854.4M
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 | 3,183 | $854.4M | $46.1M | $0 |
| 2023 | 3,350 | $785.1M | $47.8M | $0 |
| 2022 | 3,724 | $708.1M | $53.9M | $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 SVC, INC. | Other Service Provider | $949,187 | — | $949,187 |
| TODD ASSET MANAGEMENT LLC | Other Service Provider | $642,244 | — | $642,244 |
| WASHINGTON CAPITAL MANAGEMENT, INC. | Other Service Provider | $620,625 | — | $620,625 |
| LOOMIS, SAYLES & COMPANY, L.P. | Other Service Provider | $434,192 | — | $434,192 |
| HOOD RIVER CAPITAL MANAGEMENT | Other Service Provider | $281,959 | — | $281,959 |
| PANAGORA ASSET MANAGEMENT, INC. | Other Service Provider | $136,693 | — | $136,693 |
| MILLIMAN, INC. | Recordkeeper | $130,838 | — | $130,838 |
| VERUS ADVISORY, INC. | Other Service Provider | $123,750 | — | $123,750 |
| SUN LIFE CAPITAL MANAGEMENT LLC | Other Service Provider | $87,067 | — | $87,067 |
| MARSH MCLENNAN AGENCY | Other Service Provider | $76,639 | — | $76,639 |
| PNC BANK | Other Service Provider | $67,619 | — | $67,619 |
| BARLOW COUGHRAN MORALES & JOSEPHSON | Other Service Provider | $54,522 | — | $54,522 |
| ANASTASI, MOORE & MARTIN, PLLC | Auditor | $24,250 | — | $24,250 |
| CALPA ADVISORS LLC | Other Service Provider | $20,000 | — | $20,000 |
| TURNER, STOEVE & GAGLIARDI, P.S. | Other Service Provider | $16,065 | — | $16,065 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- ANASTASI, MOORE & MARTIN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,665,650
- Estimated Expense Ratio: 0.429% 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 | $3,956,283 | $2,347,272 | $847,702 | $24,250 | — |
| 2023 | $3,695,828 | $2,241,779 | $776,289 | $23,100 | — |
| 2022 | $3,529,288 | $1,992,713 | $760,190 | — | $322,032 |