# Northwest Ironworkers Retirement Plan Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/northwest-ironworkers-retirement-plan-board-of-trustees-916123688-001

> Northwest Ironworkers Retirement Plan Board Of Trustees's DB plan: 3,183 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [ANASTASI, MOORE & MARTIN, PLLC](https://planprovider.pro/provider/anastasi-moore-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/northwest-ironworkers-retirement-plan-board-of-trustees-916123688-001)

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