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Original filing (PDF)20250414160209NAL0003487216001
BOARD OF TRUSTEES-IRON WORKERS' LOCALS NO. 15 & 424
Form 5500
FILING_RECEIVED
IRON WORKERS' LOCALS NO. 15 & 424 PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed12 service providers
Active participants
462
Accounts w/ balance
—
Plan assets (EOY)
$81.5M
Net assets (EOY)
$81.2M
How this plan invests
This plan
3 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 62 bps in Schedule C fees — 289% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES-IRON WORKERS' LOCALS NO. 15 & 424.
Plan sponsor
Name
BOARD OF TRUSTEES-IRON WORKERS' LOCALS NO. 15 & 424
DBA
PENSION FUND
EIN
06-6077019
Address
162 WEST ST. BLDG 2, SUITE J · CROMWELL, CT · 064164404
Phone
(203) 238-1204
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL ADVISORS, INC. | 13-2646110 | — | NONE | $105K | — |
| REID & RIEGE P.C. | 06-0867204 | — | NONE | $65K | — |
| THE SEGAL COMPANY | 13-1928058 | — | NONE | $63K | — |
| EMPLOYEE X | 06-6077019 | — | EMPLOYEE | $45K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $44K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $44K | — |
| ENTRUST GLOBAL PARTNERS OFSHORE LP | 90-0644478 | — | NONE | $40K | — |
| ULLICO INVESTMENT ADVISORS INC. | 52-6435649 | — | NONE | $29K | — |
| EMPLOYEE W | 06-6077019 | — | EMPLOYEE | $27K | — |
| PRINCIPAL CUSTODY SOLUTIONS | 42-1520348 | — | NONE | $21K | — |
| KAYNE ANDERSON CAPITAL ADVISORS LP | 95-4486379 | — | NONE | $16K | — |
| R.M. CHEVERIE & ASSOCIATES P.C. | 06-1335139 | — | NONE | $10K | — |
Investments
3 pooled funds· $48.4M(59% 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.
Common Collective Trust
$25.4M
1 holding
103-12 Investment Entity
$23.0M
2 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BNYM AFL-CIO SL FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 340 | Common Collective Trust | $25.4M | 31.1% |
| FIXED INCOME GROUP TRUST SEGAL ADVISORS · EIN 27-6230536 / PN 002 | 103-12 Investment Entity | $21.1M | 25.8% |
| ULLICO INFRASTRUCTURE TAX-EXEMPT FD ULLICO INVESTMENT ADVISORS, INC. · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | $2.0M | 2.4% |