Employer · plans filed under one EIN
Board of Trustees Agc-Iuoe Local of Agc-Iuoe Local 701 Pension Trust
Seattle, WA · Construction
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Board of Trustees Agc-Iuoe Local of Agc-Iuoe Local 701 Pension Trust, based in Seattle, Washington, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 10,080 participant records and $515M in net assets.
The largest is Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund, a defined benefit pension plan with 5,157 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $26.9M and participant contributions $0 in the latest plan years; benefits paid were $38.1M. Schedule C compensation reported to service provider organisations totalled $2.4M.
Combined net assets moved from $314M in 2009 to $515M in 2024 (up 64%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund | defined benefit pension plan | 2024 | 5,157 | $358M | $69,383 | $10,929 | $2.1M |
| Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund | money purchase plan | 2024 | 4,923 | $157M | $31,934 | $1,475 | $272K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 10,080 | $515M | $26.9M | $0 |
| 2023 | 2 | 10,972 | $485M | $26.6M | $0 |
| 2022 | 2 | 10,875 | $441M | $25.6M | $0 |
| 2021 | 2 | 10,593 | $514M | $22.5M | $0 |
| 2020 | 2 | 10,681 | $462M | $19.8M | $0 |
| 2019 | 2 | 9,128 | $428M | $18.6M | $0 |
| 2018 | 2 | 8,865 | $379M | $17.1M | $0 |
| 2017 | 2 | 8,760 | $402M | $15.5M | $0 |
| 2016 | 2 | 8,479 | $364M | $13.6M | $0 |
| 2015 | 2 | 8,417 | $352M | $13.1M | $0 |
| 2014 | 2 | 8,308 | $365M | $11.7M | $0 |
| 2013 | 2 | 8,351 | $365M | $11.3M | $0 |
| 2012 | 2 | 8,964 | $333M | $9.7M | $0 |
| 2011 | 2 | 9,229 | $314M | $10.4M | $0 |
| 2010 | 2 | 9,165 | $331M | $10.2M | $11K |
| 2009 | 2 | 9,350 | $314M | $9.9M | $0 |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Welfare & Pension Admin SVC, Inc. | Plan Administrator; Recordkeeping and information management; Accounting (including auditing); Claims processing | 2 | $902,387 |
| Bank of New York Mellon | Investment management | 1 | $316,200 |
| Washington Capital Management | Investment management | 1 | $312,352 |
| Nepc, LLC | Consulting (pension) | 2 | $164,637 |
| Asb Capital Management LLC | Investment management; Custodial (securities) | 1 | $135,765 |
| Milliman, Inc. | Actuarial; Consulting (pension) | 1 | $131,198 |
| Rice Hall James & Associates LLC | Investment management | 1 | $81,832 |
| Quest Investment Management LLC | Investment management | 1 | $77,712 |
| The Union Labor Life Insurance Co. | Insurance services | 1 | $64,688 |
| Agc-Iuoe Local 701 Training Trust | Accounting (including auditing) | 2 | $61,542 |
| Dodge & Cox | Investment management | 1 | $52,080 |
| Platform CPAS, LLP | Accounting (including auditing) | 2 | $49,079 |
| John Hancock Retirement Services | Recordkeeping and information management; Investment advisory (plan) | 1 | $12,768 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Board of Trustees Agc-Iuoe Local of Agc-Iuoe Local 701 Pension Trust have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund and Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Board of Trustees Agc-Iuoe Local of Agc-Iuoe Local 701 Pension Trust contribute to its plans?
$26,871,150 in employer contributions across these plans in their latest plan years, about $4,365 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Welfare & Pension Admin SVC, Inc., Bank of New York Mellon, Washington Capital Management and Nepc, LLC and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.