Retirement plan

IRON WORKERS PENSION TRUST FUND FOR COLORADO

Name: TRUSTEES - IRON WORKERS PENSION TRUST FUND FOR COLORADO - IRON WORKERS PENSION TRUST FUND FOR COLORADO (2018) Form 5500
Creator: TRUSTEES - IRON WORKERS PENSION TRUST FUND FOR COLORADO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IRON WORKERS PENSION TRUST FUND FOR COLORADO, TRUSTEES - IRON WORKERS PENSION TRUST FUND FOR COLORADO

TRUSTEES - IRON WORKERS PENSION TRUST FUND FOR COLORADOEIN 84-6099094Plan #001PY 2018

5511 W 56TH AVE, SUITE 250 - ARVADA, CO 80002303-430-1118

Prospect flagsHigh retiree %Low employer contribution

How to read this page

Total assets (EOY)

$41.9M

-10.2% from 2017

Total participants

1,535

-1.3% from 2017

Average account balance

No prior year

Annual return

-0.97%

-7.78 pp from 2017

Benchmarks

See 279 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined benefit

Participants250-999

Cohort279 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$23.62M

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

924

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.60M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+4.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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Service providers

Top 8 by compensation

Provider	Service type	Compensation
GERDING EDLEN3+ years Service code 28 1477 NW EVERETT ST · PORTLAND, OR 97209	Investment Management	$745,995
US BANK3+ years Service code 18 · EIN 31-0841368	Custodial (other than securities); Ot...	$104,915
ZENITH AMERICAN SOLUTIONS1 year Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 14 · EIN 52-1590516	Plan Administrator	$60,632
RAEL & LETSON3+ years Service code 11 · EIN 94-1701048	Actuarial	$58,985
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110	Advisory (Plan)	$58,333
DOVER VIII ASSOCIATES, L.P2 years Filed as: DOVER VIII ASSOCIATES LP Service code 28 · EIN 30-0692313	Investment Management	$37,273
NEEDLES & ASSOCIATES, LLC3+ years Service code 10 · EIN 51-0435869	Accounting	$29,379
SPENCER FANE LLP1 year Filed as: SPENCER FANE, LLP Service code 29 · EIN 44-0561981	Legal	$13,493

Enrolled actuary

1 attachment

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

Plan features & details

Pension benefit codes1B1I

Plan features

1B
Benefits are primarily flat dollar
Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
1I
Frozen plan
As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$2193 / participant

Investment mgmt$871K76.2%
Contract admin$61K5.3%
Other / not subdivided$211K18.5%

% of EOY assets

2.725%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: NEEDLES & ASSOCIATES, LLC
Auditor EIN: 510435869
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$125,296-100.0%

$379,314-100.0%

$18,026,966-100.0%

Participation rate

0.0%

4.5%-4.5pp

17.4%-17.4pp

1.8%-1.8pp

Annual return

-0.97%

-1.12%+0.1pp

-2.18%+1.2pp

0.19%-1.2pp

Employer contribution / active EE

$2,252

$12,052-81.3%

$38,751-94.2%

$13,763-83.6%

Participant deferral / active EE

$86-100.0%

$151-100.0%

$804-100.0%

Admin fee / account holder

$4,180-100.0%

$426-100.0%

Provider

Service type

Compensation

GERDING EDLEN3+ years

Service code 28

1477 NW EVERETT ST · PORTLAND, OR 97209

Investment Management

$745,995

US BANK3+ years

Service code 18 · EIN 31-0841368

Custodial (other than securities); Ot...

$104,915

ZENITH AMERICAN SOLUTIONS1 year

Filed as: ZENITH AMERICAN SOLUTIONS, INC.

Service code 14 · EIN 52-1590516

Plan Administrator

$60,632

RAEL & LETSON3+ years

Service code 11 · EIN 94-1701048

Actuarial

$58,985

THE SEGAL COMPANY2 years

Filed as: SEGAL MARCO ADVISORS, INC.

Service code 27 · EIN 13-2646110

Advisory (Plan)

$58,333

DOVER VIII ASSOCIATES, L.P2 years

Filed as: DOVER VIII ASSOCIATES LP

Service code 28 · EIN 30-0692313

Investment Management

$37,273

NEEDLES & ASSOCIATES, LLC3+ years

Service code 10 · EIN 51-0435869

Accounting

$29,379

SPENCER FANE LLP1 year

Filed as: SPENCER FANE, LLP

Service code 29 · EIN 44-0561981

Legal

$13,493

IRON WORKERS PENSION TRUST FUND FOR COLORADO

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IRON WORKERS PENSION TRUST FUND FOR COLORADO

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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