Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
IRON WORKERS DC SO OH AND VICINITY BENEFIT TRUST
EIN 31-0557391ConstructionLatest filing 2025
Plans
3
Retirement
2
$6.2M assets
Welfare
1
$6.3M premiums
Participants
5,378
1470 WORLDWIDE PLACE - VANDALIA, OH 453771156937-454-1744
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $6.2M assets / 53 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.3M premiums / 5,581 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.2M
- Stop-loss$2.0M
- Life$721K
- Vision$402K
- Other$16K
Carrier market share
Premium dollars by Schedule A carrier
51%top
- HUMANA INSURANCE COMPANY51%
- BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY31%
- METROPOLITAN LIFE INSURANCE COMPANY12%
- VISION SERVICE PLAN6%
Broker market share
Schedule A broker compensation
99%top
- THE HORTON GROUP99%
- THE SEGAL COMPANY1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PENSION PLAN FOR EES OF IRON WORKERS DC SO OH & VICINITY BENEFIT TRUST
CashBalance
Assets$4.8M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DEFINED CONTRIBUTION PENSION PLAN OF IRON WORKERS BENEFIT TRUST
MoneyPurchase
Assets$1.3M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST
Mixed - HUMANA INSURANCE COMPANY
Premiums$6.3M
Covered lives5,581
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PENSION PLAN FOR EES OF IRON WORKERS DC SO OH & VICINITY BENEFIT TRUST | CashBalance | $4.8M | 39 | 2025 | |
| 002 | DEFINED CONTRIBUTION PENSION PLAN OF IRON WORKERS BENEFIT TRUST | MoneyPurchase | $1.3M | 14 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST | Mixed | HUMANA INSURANCE COMPANY | $6.3M | 5,581 | 2025 |
Retirement plans
Welfare plans