Ironworkers District Council Of The Pacific Nw Field Ironworkers Annuity Trust Fund
Sponsored by Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru · EIN 911342114 · Plan #002 · Mercer Island, WA
- Total assets
- $594M
- Net assets
- $589M
- Active participants
- 7,218
- With balances
- 6,344
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Hood River Capital Management Llc CRD 166089 | deterministic · 100% | 2024 |
| Panagora Asset Management Inc CRD 105201 | deterministic · 100% | 2024 |
| Sun Life Capital Management (U.S.) Llc CRD 109684 | fuzzy_auto · 96% | 2024 |
| Calpa Advisors Llc CRD 318008 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Washington Capital Management, Inc | Investment management, Investment management fees (direct) | $464,686 |
| Sierra Investment Partners | Investment management, Investment management fees (direct), Soft dollars commissions | $447,506 |
| Milliman, Inc. | Actuarial, Consulting (pension), Participant communication | $281,020 |
| Loomis Sayles & Company, Lp | Investment management, Investment management fees (direct) | $272,628 |
| Welfare & Pension Admin Svc, Inc. | Claims processing, Recordkeeping, Direct payment from the plan | $240,646 |
| Hood River Capital Management | Investment management, Investment management fees (direct), Soft dollars commissions | $204,498 |
| Matrix Trust Company | Custodial (other), Direct payment from the plan | $142,526 |
| Panagora Asset Management, Inc | Investment management, Investment management fees (direct), Soft dollars commissions | $84,547 |
| Sun Life Capital Management, Llc | Investment management, Investment management fees (direct) | $76,957 |
| Verus | Investment advisory (plan), Direct payment from the plan | $73,750 |
| Marsh & Mclennan Agency Llc | Insurance agents and brokers, Insurance services, Direct payment from the plan | $69,227 |
| Barlow Coughran Morales & Josephson | Legal, Direct payment from the plan | $24,231 |
| Calpa Advisors Llc | Direct payment from the plan, Investment advisory (plan) | $20,000 |
| Anastasi, Moore & Martin, Pllc | Accounting, Direct payment from the plan | $18,450 |
| Turner, Stoeve & Gagliardi Ps | Legal, Direct payment from the plan | $11,314 |
| Bank Of America | Custodial (other), Direct payment from the plan | $5,319 |