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Original filing (PDF)20251219083008NAL0006182401002
BOARD OF TRUSTEES, IRONWORKERS LOCAL 6 MEDICAL & S.U.B. PAY FUND
Form 5500
FILING_RECEIVED
IRONWORKERS LOCAL 6 MEDICAL & S.U.B. PAY PLAN
Health & welfare plan
Signals · 4
32% in single holding~139 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
370
Accounts w/ balance
—
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.1M
How this plan invests
This plan
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
84
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Baird Intermediate Bond Fund 385,169 Shares" is 32% of plan.
- 139 bps in Schedule C fees — 378% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, IRONWORKERS LOCAL 6 MEDICAL & S.U.B. PAY FUND.
Plan sponsor
Name
BOARD OF TRUSTEES, IRONWORKERS LOCAL 6 MEDICAL & S.U.B. PAY FUND
EIN
16-6085493
Address
196 ORCHARD PARK ROAD · WEST SENECA, NY · 14224
Phone
(716) 828-1400
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2025-12-19
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4C · Supplemental Unemployment
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4Q · Other
Audit & trust (Schedule H)
Auditor
ARCARA LENDA EUSANIO & STACEY CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAMMI JO HABERMEHL | 13-3234213 | — | EMPLOYEE | $69K | — |
| ARCARA LENDA EUSANIO & STACEY CPAS | 47-1793720 | — | NONE | $35K | — |
| RONALD SOKOLOWSKI | 13-3234213 | — | EMPLOYEE | $30K | — |
| LIPSITZ GREEN SCIME & CAMBRIA | 16-0905097 | — | NONE | $19K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $17K | — |
| MARINER INSTITUTIONAL,LLC | 59-3676225 | — | NONE | $11K | — |
| M&T BANK | 16-0538020 | — | NONE | $5K | — |
Investments
5 direct securities· $12.5M(93% of reported assets)
Uncategorized
$8.6M
4 holdings
Mutual Funds
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Baird Intermediate Bond Fund 385,169 Shares | — | — | $4.2M | $4.0M | 30.0% | |
| Baird Short Term Bond Fund 412,530 Shares | Mutual Funds | — | $4.0M | $3.9M | 29.3% | |
| Vanguard 500 Index 4,811 Shares | — | — | $926K | $2.6M | 19.7% | |
| Face Value/ No. of Shares Investments, at Fair Value Cash, Interest Bearing 1,127,735 Units | — | — | $1.1M | $1.1M | 8.4% | |
| Money Market Funds * Wilmington U.S. Gov't MM 796,507 Units | — | — | $797K | $797K | 6.0% |