Northwest Ironworkers Retirement Plan
Taft-Hartley plan, based in Seattle, Washington, reporting $854M in assets, for 7,388 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Milliman, Inc. appears on Northwest Ironworkers Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
3 more advisers, 2 more managers, 17 more commitments and 3 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Quest Group Trust VII3 commitments
- Loomis Sayles Large Cap Growth Trus3 commitments
- Panagora Group Trust Risk Parity3 commitments
- Quest Investment Management, LLC8 commitments
- Loomis Sayles3 commitments
- Panagora Investment Manager3 commitments
Relationship network
47 connected entities20 observed commitments13 repeat counterparties18 dated commitments shown here, 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 3.3%
- Non-interest-bearing cash 1.8%
- Corporate debt instruments (other) 6.1%
- U.S. Government securities 9.7%
- Partnership/joint venture interests 17.7%
- 103-12 investment entities 18.7%
- Common/collective trusts 15.6%
- Registered investment companies 13.3%
- Common stock 13.1%
Consultants and advisers
- Verus Advisory, Inc. Pension consultantthrough Jun 30, 2023 Form 5500
- PNC Bank Custodianthrough Jun 30, 2025 Form 5500
- US Bank Custodianthrough Jun 30, 2023 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Quest Investment Management, LLC8 rows, latest Jun 30, 2025
- Loomis Sayles3 rows, latest Jun 30, 2025
- Panagora Investment Manager3 rows, latest Jun 30, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Quest Investment Management, LLCplan years
- Arrowstreetplan years
- Calpa Advisors LLCplan years 2025
+7 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Consultant changedinferenceMilliman, Inc. appears on Northwest Ironworkers Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Milliman, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedPNC Bank appears on Northwest Ironworkers Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with PNC Bankaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedCalpa Advisors LLC appears on Northwest Ironworkers Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Calpa Advisors LLCaskebsa.dol.gov
- Jun 30, 2024Holding startedNorthwest Ironworkers Retirement Plan first reports an interest in Quest Group Trust IV: $14M at 2024-06-30with Quest Group Trust IVaskebsa.dol.gov
- Jun 30, 2024Assets changedNorthwest Ironworkers Retirement Plan total assets $708M -> $785M (+10.9%, 2023-06-30 to 2024-06-30)
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Quest Group Trust IV103 12 ie | Quest Investment Management, LLC | Pooled vehicles | $12.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Quest Group Trust VII103 12 ie | Quest Investment Management, LLC | Pooled vehicles | $10.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Loomis Sayles Large Cap Growth Truscollective trust | Loomis Sayles | Public equity | $92.3M held | Disclosed holding | askebsa.dol.gov |
+17 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 7,388 | Not disclosed | Not disclosed | n/a | $854M | $151M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 7,658 | Not disclosed | Not disclosed | n/a | $785M | $135M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 7,809 | Not disclosed | Not disclosed | n/a | $708M | $135M | Not disclosed | Not disclosed |
- Welfare & Pension Admin Svc, Inc. codes 10 12 14 15 50 $949,187 PY2024
- Todd Asset Management LLC codes 28 51 68 $642,244 PY2024
- Washington Capital Management, Inc. codes 28 51 $620,625 PY2024
+70 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Northwest Ironworkers Retirement Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Consultant changed2024-12-31source on record
+5 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+17 connections on the graph
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