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Original filing (PDF)20251014090203NAL0003481440002
TRUSTEES OF I.U.O.E. LOCAL 57
Form 5500
FILING_RECEIVED
I.U.O.E. LOCAL 57 PENSION PLAN
Defined-benefit pension plan
Signals · 2
66% in single holdingNo recordkeeper disclosed
Active participants
964
Accounts w/ balance
—
Plan assets (EOY)
$258.7M
Net assets (EOY)
$258.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
100
Knocking points off
- Top holding "[DFE: EQUITY GROUP TRUST (A FUND WITHIN THE MARCO CONSULTING GROUP TRUST I) (extraction pending)]" is 66% of plan.
- 21 bps in Schedule C fees — 114% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF I.U.O.E. LOCAL 57.
Plan sponsor
Name
TRUSTEES OF I.U.O.E. LOCAL 57
EIN
05-0298773
Address
857 CENTRAL AVE · JOHNSTON, RI · 02919
Phone
(401) 331-9191
Industry
Constructionsee all
Plan administrator
Name
TRUSTEES OF I.U.O.E. LOCAL 57
EIN
05-0298773
City
JOHNSTON, RI
Phone
(401) 331-9191
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
WARD FISHER & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL COMPANY | 13-1928058 | BOSTON, MA | NONE | $348K | — |
| SEGAL MACRO ADVISORS INC | 13-2646110 | BOSTON, MA | NONE | $98K | — |
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | HARTFORD, CT | NONE | $66K | — |
| WARD FISHER & COMPANY LLP | 05-0234540 | WARWICK, RI | NONE | $27K | — |
| KIERNAN PLUNKETT & REDIHAN | 06-1487112 | PROVIDENCE, RI | NONE | $15K | — |
Investments
3 pooled funds· $198.0M(77% 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.
103-12 Investment Entity
$192.1M
2 holdings
Common Collective Trust
$5.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EQUITY GROUP TRUST SEGAL ADVISORS, INC. · EIN 27-6230536 / PN 001 | 103-12 Investment Entity | — | — | $131.5M | 50.8% | |
| FIXED INCOME GROUP TRUST SEGAL ADVISORS, INC. · EIN 27-6230536 / PN 002 | 103-12 Investment Entity | — | — | $60.6M | 23.4% | |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | — | — | $5.8M | 2.3% |