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Original filing (PDF)20260209161049NAL0001343601002
IRON WOKERS LOCAL 17 INSURANCE BENEFIT P
Form 5500
FILING_RECEIVED
IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN
Health & welfare plan
Signals · 3
~231 bps in Sched C feesNo recordkeeper disclosed11 service providers
Active participants
660
Accounts w/ balance
—
Plan assets (EOY)
$30.9M
Net assets (EOY)
$28.4M
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
- 231 bps in Schedule C fees — 697% above peer band of 29 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 WOKERS LOCAL 17 INSURANCE BENEFIT P.
Plan sponsor
Name
IRON WOKERS LOCAL 17 INSURANCE BENEFIT P
EIN
34-0759023
Address
5600 NEW KING DRIVE, SUITE 3300 · TROY, MI · 48098
Phone
(216) 241-1086
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-09
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM | 95-4331852 | — | NONE | $291K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $91K | — |
| SOLXSYS ADMINISTRATIVE SOLUTIONS | 83-2454243 | — | NONE | $90K | — |
| EXPRESS SCRIPTS | — | ST. LOIUS, MO | NONE | $69K | — |
| BOYD WATTERSON ASSET MANAGEMENT | 36-3027981 | — | NONE | $58K | — |
| ONE DIGITAL | 58-2522668 | — | NONE | $30K | — |
| DELTA DENTAL OF OHIO | 31-0685339 | — | NONE | $24K | — |
| BONADIO & CO., LLP | 16-1131146 | — | NONE | $22K | — |
| TUCKER ARENSBERG | — | PITTSBURGH, PA | NONE | $19K | — |
| IRON WORKERS 17 FRINGE BENEFIT INC. | 34-1472960 | — | RELATED FUND | $10K | — |
| WITHUM | — | TYSONS, VA | NONE | $9K | — |
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.