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  2. Iron Workers District Council of So Vicinity Benefit Trust
  • Retirement analytics
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Filings through Oct 24, 2026.

Iron Workers District Council of So Vicinity Benefit Trust

EIN 31-0557391-Construction-Latest filing 2025
Plans
3
Retirement
2
$6.4M assets
Health & Benefits
1
$6.3M premiums
Participants
5,380
1470 WORLDWIDE PLACE - VANDALIA, OH 453771156937-454-1744
Plans on this EIN
3 filings
#001Cash balance-$4.8M - 39 part#002Money purchase-$1.6M - 16 part#501Mixed-$6.3M - 5,581 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $6.4M assets / 55 participants

Assets by plan

Share of aggregate retirement assets

  • VICINITY BENEFIT TRUST (#001)$4.8M
  • WORKERS BENEFIT TRUST (#002)$1.6M
Total $6.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • VICINITY BENEFIT TRUST (#001)39
  • WORKERS BENEFIT TRUST (#002)16
Total 55Select a row to open it

Benefits portfolio analytics

1 plan / $6.3M premiums / 5,581 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Stop-loss$2.0M
  • Life$721K
  • Vision$402K
  • Other$16K
Total $6.3M5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

PENSION PLAN FOR EES OF IRON WORKERS DC SO OH & VICINITY BENEFIT TRUST

Cash balance

Assets$4.8M
Participants39
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

DEFINED CONTRIBUTION PENSION PLAN OF IRON WORKERS BENEFIT TRUST

Money purchase

Assets$1.6M
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST

Mixed - HUMANA INSURANCE COMPANY

Premiums$6.3M
Covered lives5,581
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PENSION PLAN FOR EES OF IRON WORKERS DC SO OH & VICINITY BENEFIT TRUSTCash balance$4.8M392025
#002DEFINED CONTRIBUTION PENSION PLAN OF IRON WORKERS BENEFIT TRUSTMoney purchase$1.6M162025
  • PENSION PLAN FOR EES OF IRON WORKERS DC SO OH & VICINITY BENEFIT TRUST$4.8M
    #001 · Cash balance · 202539
  • DEFINED CONTRIBUTION PENSION PLAN OF IRON WORKERS BENEFIT TRUST$1.6M
    #002 · Money purchase · 202516

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUSTMixedHUMANA INSURANCE COMPANY$6.3M5,5812025
  • IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST$6.3M
    #501 · Mixed · HUMANA INSURANCE COMPANY · 20255,581
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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