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Original filing (PDF)20250513130810NAL0026593152002
IRON WORKERS LOCAL 392
Form 5500
FILING_RECEIVED
IRON WORKERS LOCAL 392 VACATION FUND
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
765
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$40K
Plan health score (directional)
88
/ 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
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 64 bps in Schedule C fees — modestly above peer band of 52 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 IRON WORKERS LOCAL 392.
Plan sponsor
Name
IRON WORKERS LOCAL 392
EIN
32-6553095
Address
2995 KINGSHIGHWAY · EAST ST LOUIS, IL · 62201
Phone
(618) 874-0313
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-13
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
SCHEFFEL BOYLE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHEFFEL BOYLE | 37-1206530 | BELLEVILLE, IL | AUDITOR | $8K | — |
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.
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