Retirement plan

IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST

Name: IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY - IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST (2025) Form 5500
Creator: IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST, IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY

IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITYEIN 31-6108920Plan #001PY 2025

1470 WORLDWIDE PL - VANDALIA, OH 453771156937-454-1744iwtrustfund.comLinkedIn5001-10000 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$533.3M

+12.0% from 2024

Total participants

8,817

+10.8% from 2024

Average account balance

$60,485

+1.1% from 2024

Annual return

9.35%

+2.89 pp from 2024

Benchmarks

See 41 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants5,000-9,999

Cohort41 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$533.30M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$60K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

8,817

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39.41M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.35%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$143

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 10 of 13 by compensation

Provider	Service type	Compensation
IWDC OF SO OH BENEFIT TRUST10+ years Service code 14 · EIN 31-0557391	Plan Administrator	$472,972
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$396,826
OVERMYER HALL ASSOCIATES10+ years Service code 22 1600 W LANE AVE, SUITE 200 · COLUMBUS, OH 43221	Insurance Broker	$89,654
FAULKNER, HOFFMAN & PHILLIPS, LLC10+ years Filed as: FAULKNER, HOFFMAN & PHILLIPS, LLP Service code 29 · EIN 34-1909706	Legal	$71,691
BRIDGEWAY BENEFIT TECHNOLOGIES2 years Service code 12 · EIN 52-1796473	Claims processing; Direct payment fro...	$64,248
CLARK, SCHAEFER, HACKETT & CO.10+ years Service code 10 · EIN 31-0800053	Accounting	$61,262
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110	Advisory (Plan)	$56,333
IWDC OF SO OH PENSION TRUST10+ years Service code 14 · EIN 31-6038516	Plan Administrator	$34,613
VOLO TECHNOLOGIES1 year Service code 49 400 PLAZA DR., #150 · FOLSOM, CA 95630	Other Services	$25,246
DATAMATION IMAGING SERVICES2 years Service code 49 7700 GRIFFIN WAY B · WILLOWBROOK, IL 60527	Other Services	$16,433

Plan features & details

Pension benefit codes2C2F2G2T3H

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1.3M

$156 / participant

Recordkeeping$397K31.6%
Trustee / custodial$7K0.6%
Investment mgmt$56K4.5%
Legal$72K5.7%
Contract admin$440K35.0%
Other / not subdivided$286K22.8%

% of EOY assets

0.236%

all-in expense ratio

Categories reported

5 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLARK, SCHAEFER, HACKETT & CO.
Auditor EIN: 310800053
Audit fees: $61,262
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$60,485

$94,566-36.0%

$123,973-51.2%

$94,566-36.0%

Participation rate

100.0%

85.7%+14.3pp

76.7%+23.3pp

85.7%+14.3pp

Annual return

9.35%

12.00%-2.6pp

388.13%-378.8pp

12.00%-2.6pp

Employer contribution / active EE

$4,901

$4,385+11.7%

$4,126+18.8%

$4,385+11.7%

Participant deferral / active EE

$4,140-100.0%

$5,247-100.0%

$4,140-100.0%

Admin fee / account holder

$143

$202-29.2%

$11,799-98.8%

$202-29.2%

Provider

Service type

Compensation

IWDC OF SO OH BENEFIT TRUST10+ years

Service code 14 · EIN 31-0557391

Plan Administrator

$472,972

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64

OF AMERICA · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$396,826

OVERMYER HALL ASSOCIATES10+ years

Service code 22

1600 W LANE AVE, SUITE 200 · COLUMBUS, OH 43221

Insurance Broker

$89,654

FAULKNER, HOFFMAN & PHILLIPS, LLC10+ years

Filed as: FAULKNER, HOFFMAN & PHILLIPS, LLP

Service code 29 · EIN 34-1909706

Legal

$71,691

BRIDGEWAY BENEFIT TECHNOLOGIES2 years

Service code 12 · EIN 52-1796473

Claims processing; Direct payment fro...

$64,248

CLARK, SCHAEFER, HACKETT & CO.10+ years

Service code 10 · EIN 31-0800053

Accounting

$61,262

THE SEGAL COMPANY9 years

Filed as: SEGAL MARCO ADVISORS

Service code 27 · EIN 13-2646110

Advisory (Plan)

$56,333

IWDC OF SO OH PENSION TRUST10+ years

Service code 14 · EIN 31-6038516

Plan Administrator

$34,613

VOLO TECHNOLOGIES1 year

Service code 49

400 PLAZA DR., #150 · FOLSOM, CA 95630

Other Services

$25,246

DATAMATION IMAGING SERVICES2 years

Service code 49

7700 GRIFFIN WAY B · WILLOWBROOK, IL 60527

Other Services

$16,433

IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion