Back to filter
Original filing (PDF)20251015115143NAL0002357843003
BOARD OF TRUSTEES IRON WORKERS
Form 5500
FILING_RECEIVED
IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND
Defined-contribution retirement plan
Signals · 3
100% in single holdingNo recordkeeper disclosed18 service providers
Active participants
7,844
Accounts w/ balance
5,464
Plan assets (EOY)
$614.1M
Net assets (EOY)
$613.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "[DFE: JOHN HANCOCK STABLE VALUE GUAR INT (no filing on disk)]" is 100% of plan.
- 11 bps in Schedule C fees — 83% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
- 70% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES IRON WORKERS.
Plan sponsor
Name
BOARD OF TRUSTEES IRON WORKERS
DBA
DC OF NE ANNUITY FUND
EIN
04-2647320
Address
161 GRANITE AVE · DORCHESTER, MA · 021245437
Phone
(617) 265-3757
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
MANZI & ASSOCIATES L.L.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
18 rowsOther
18| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 13-5582869 | — | NONE | $285K | — |
| MANZI & ASSOCIATES L.L.C. | 04-3508036 | — | NONE | $76K | — |
| MEKETA INVESTMENT GROUP | 04-2659023 | — | NONE | $75K | — |
| WILLIAM HURLEY | 04-2647320 | — | EMPLOYEE | $36K | — |
| MICKEY LONG, ESQ. | 04-3534086 | — | NONE | $25K | — |
| HEATHER ROMERI | 04-2647320 | — | EMPLOYEE | $25K | — |
| LANGAN & DEMPSEY | 04-2125930 | — | NONE | $24K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796478 | — | NONE | $24K | — |
| VANESSA BERMUDEZ | 04-2647320 | — | EMPLOYEE | $17K | — |
| NBM INC. | — | BURLINGTON, MA | NONE | $15K | — |
| SEGAL ROITMAN LLP | 13-1928058 | — | NONE | $14K | — |
| MAUREEN FLAHERTY | 04-2647320 | — | EMPLOYEE | $13K | — |
| KARA LALLY | 04-2647320 | — | EMPLOYEE | $12K | — |
| ANN O'MEARA | 04-2647320 | — | EMPLOYEE | $9K | — |
| ANA CORREIA | 04-2647320 | — | EMPLOYEE | $7K | — |
| NICOLE MURPHY | 04-2647320 | — | EMPLOYEE | $7K | — |
| ALLISON BARBER | 04-2647320 | — | EMPLOYEE | $6K | — |
| SEGAL CONSULTING | 13-1928058 | — | NONE | $5K | — |
Investments
2 pooled funds· $90.7M(15% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JOHN HANCOCK STABLE VALUE GUAR INT JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $90.7M | 14.8% | |
| NEW YORK LIFE GUARANTEED INT ACC NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $0 | <0.1% |