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Original filing (PDF)20260210183007NAL0003527216001
INTL UNION OF OPERATING ENGRS LOCAL UNIONS 181 320 WELFARE TRUST
Form 5500
FILING_RECEIVED
INTL UNION OF OPERATING ENGRS LOCAL UNIONS 181, 320 WELFARE TRUST FUND
Health & welfare plan
Signals · 3
~298 bps in Sched C feesNo recordkeeper disclosed18 service providers
Active participants
2,586
Accounts w/ balance
—
Plan assets (EOY)
$96.8M
Net assets (EOY)
$92.6M
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
- 298 bps in Schedule C fees — 1761% 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 INTL UNION OF OPERATING ENGRS LOCAL UNIONS 181 320 WELFARE TRUST.
Plan sponsor
Name
INTL UNION OF OPERATING ENGRS LOCAL UNIONS 181 320 WELFARE TRUST
EIN
23-7003337
Address
PO BOX 1179 · HENDERSON, KY · 42419
Phone
(270) 826-6750
Industry
Constructionsee all
Plan administrator
Name
INTL UNION OF OPERATING ENGRS LOCAL UNIONS 181 320 WELFARE TRUST
EIN
23-7003337
City
HENDERSON, KY
Phone
(270) 826-6750
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-10
Welfare benefit codes
4A · Health (other than dental or vision)
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
L.M. HENDERSON & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
18 rowsOther
18| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM | 61-1237518 | — | NONE | $1.9M | — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | — | NONE | $166K | — |
| BENESYS | 38-2383171 | — | NONE | $156K | — |
| STACY AUSENBAUGH | — | HENDERSON, KY | EMPLOYEE - ADMIN | $99K | — |
| HORIZON ACTUARIAL SERVICES LLC | 26-1370698 | — | NONE | $78K | — |
| L. M. HENDERSON & COMPANY | 20-5520612 | HENDERSON, KY | NONE | $76K | — |
| LINDA EBLIN | — | HENDERSON, KY | EMPLOYEE - CLERK | $70K | — |
| MARY RANDOLPH | — | HENDERSON, KY | EMPLOYEE - CLERK | $68K | — |
| LAURA WILSON | — | HENDERSON, KY | EMPLOYEE- CLERK | $56K | — |
| PITNEY BOWES | — | — | NONE | $51K | — |
| FRANCES MAJORS | — | CORYDON, KY | EMPLOYEE - CLERK | $48K | — |
| LEDBETTER PARTNERS LLC | 03-0599899 | — | NONE | $45K | — |
| STRATEGIC CAPITAL INVESTMNT ADVISOR | 36-4268991 | — | NONE | $44K | — |
| CHELSEA JONES | — | CORYSON, KY | EMPLOYEE | $29K | — |
| DEVSOURCE | — | MURRAY, KY | NONE | $15K | — |
| ARES MANAGEMENT CORPORATION | — | NEW YORK, NY | NONE | $15K | — |
| BURKETT WALTON | 35-0205390 | — | NONE | $12K | — |
| OLD NATIONAL WEALTH MANAGEMENT | 35-1729164 | — | NONE | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.