Original filing (PDF)20250407065149NAL0024933936001

Board of Trustees Ironworkers LU No 55 Profit Sharing

Name: Board of Trustees Ironworkers LU No 55 Profit Sharing — Form 5500 Plan 001 (2023)
Creator: Board of Trustees Ironworkers LU No 55 Profit Sharing
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund

Defined-contribution retirement plan · Board of Trustees Ironworkers LU No 55 Profit Sharing's Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund held $68.0M in plan assets for 696 participants in 2023, with John Hancock as recordkeeper.

Signals · 1

6 service providers

Active participants

696

Accounts w/ balance

1,175

Plan assets (EOY)

$68.0M

Net assets (EOY)

$68.0M

Plan identifiers

Board of Trustees Ironworkers LU No 55 Profit Sharing's EIN is 34-1622509.

EIN 34-1622509

Plan number 001

Plan year 2023

ACK ID 20250407065149NAL0024933936001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Board of Trustees Ironworkers LU No 55 Profit Sharing from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Board of Trustees Ironworkers LU No 55 Profit Sharing's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOARD OF TRUSTEES IRONWORKERS LU NO 55 PROFIT SHARING.

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How this plan invests

This plan

1 pooled trust

Schedule D

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (21st percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

BOARD OF TRUSTEES IRONWORKERS LU NO 55 PROFIT SHARING

EIN

all filings

Address

P.O. BOX 1330 · HOLLAND, OH · 43528

Phone

(419) 248-2401

Industry

Construction

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

2025-04-07

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

CLARK, SCHAEFER, HACKETT & CO.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK RETIREMENT PLAN	—	WESTWOOD, MA	NONE	$28K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHWESTERN OHIO ADMINISTRATORS	34-1337680	—	NONE	$83K

Investments

29 direct securities · 1 pooled fund· $66.2M(97% 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.

Other securities

$61.0M

18 holdings

Common Collective Trusts

$2.0M

3 holdings

Common Collective Trust

$1.7M

1 holding

Mutual Funds

$1.3M

7 holdings

Common Stocks

$152K

1 holding

					% of plan
T. Rowe Price Retirement 2040	Other securities	—	—	$12.1M	17.7%
T. Rowe Price Retirement 2035	Other securities	—	—	$9.9M	14.6%
T. Rowe Price Retirement 2045	Other securities	—	—	$8.0M	11.8%
T. Rowe Price Retirement 2030	Other securities	—	—	$6.8M	10.0%
T. Rowe Price Retirement 2050	Other securities	—	—	$5.5M	8.1%
T. Rowe Price Retirement 2055	Other securities	—	—	$4.0M	5.9%
T. Rowe Price Retirement 2060	Other securities	—	—	$4.0M	5.8%
T. Rowe Price Retirement 2025	Other securities	—	—	$2.8M	4.1%
T. Rowe Price Retirement 2020	Other securities	—	—	$2.5M	3.7%
FEDERATED CAP PRESERVATION R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001	Common Collective Trust	—	—	$1.7M	2.5%
Notes receivable from participants -	Other securities	—	—	$1.5M	2.3%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$1.4M	2.1%
T. Rowe Price Retirement 2015	Other securities	—	—	$1.2M	1.8%
T. Rowe Price Growth Stock Fund	Other securities	—	—	$938K	1.4%
Vanguard LifeStrategy Growth I	Mutual Funds	—	—	$537K	0.8%
Vanguard Extended Market Index Fund Admiral	Common Collective Trusts	—	—	$511K	0.8%
BNY Mellon Midcap Index I	Other securities	—	—	$463K	0.7%
BNY Mellon Appreciation Y	Other securities	—	—	$453K	0.7%
T. Rowe Price Retire Bal	Other securities	—	—	$450K	0.7%
MFS International Intrinsic Value R6	Mutual Funds	—	—	$282K	0.4%
Vanguard Total Bond Market Index Admiral	Mutual Funds	—	—	$274K	0.4%
Cohen & Steers Real Estate Securities Fund Class Z	Other securities	—	—	$211K	0.3%
Metropolitan West Total Return Bond Fund Class I ** $	Other securities	—	—	$175K	0.3%
Thornburg Limited Term Inc	Common Stocks	—	—	$152K	0.2%
Vanguard LifeStrategy Moderate Growth Fund I	Mutual Funds	—	—	$145K	0.2%
Vanguard Small Cap Index Fund Admiral	Common Collective Trusts	—	—	$101K	0.1%
Vanguard LifeStrategy Conservative Growth Fund I	Mutual Funds	—	—	$67K	<0.1%
Vanguard LifeStrategy Income I	Mutual Funds	—	—	$23K	<0.1%
LSV Value Equity Fund	Other securities	—	—	$16K	<0.1%
American Funds New World Fund R6	Mutual Funds	—	—	$16K	<0.1%