Original filing (PDF)20251217081314NAL0005917024001

Board of Trustees Ironworkers Local No. 55 Pension Plan

Name: Board of Trustees Ironworkers Local No. 55 Pension Plan — Form 5500 Plan 001 (2024)
Creator: Board of Trustees Ironworkers Local No. 55 Pension Plan
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Ironworkers Local No 55 Pension Plan

Defined-benefit pension plan · Board of Trustees Ironworkers Local No. 55 Pension Plan's Ironworkers Local No 55 Pension Plan held $217.4M in plan assets for 609 participants in 2024.

Signals · 3

90% in single holdingNo recordkeeper disclosed6 service providers

Active participants

609

Accounts w/ balance

—

Plan assets (EOY)

$217.4M

Net assets (EOY)

$217.4M

Plan identifiers

Board of Trustees Ironworkers Local No. 55 Pension Plan's EIN is 34-6682351.

EIN 34-6682351

Plan number 001

Plan year 2024

ACK ID 20251217081314NAL0005917024001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Board of Trustees Ironworkers Local No. 55 Pension Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

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

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How this plan invests

This plan

3 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 (14th percentile).

Plan sponsor

Name

BOARD OF TRUSTEES IRONWORKERS LOCAL NO. 55 PENSION PLAN

EIN

all filings

Address

PO BOX 1298 · MAUMEE, OH · 43537

Phone

(419) 248-2401

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-12-17

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

CLARK SCHAEFER HACKETT & CO

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
BANK OF AMERICA	94-1687665	—	NONE	$662K	—
NOA	34-1337680	—	NONE	$181K	—
CUNI, RUST & STRENK	31-1227755	—	NONE	$63K	—
ASHER KELLY	84-3379113	—	NONE	$15K	—

Investments

3 direct securities· $214.9M(99% of reported assets)

Other securities

$192.9M

1 holding

Common Stocks

$16.6M

1 holding

Cash / Money Market

$5.5M

1 holding

					% of plan
Bank of America - Merrill Lynch Account Ending 6920 - see Note 1	Other securities	—	$163.0M	$192.9M	88.7%
United of Omaha Group Annuity Contract GDA 6196	Common Stocks	—	$16.6M	$16.6M	7.6%
Cash 23 Jones Lang Lasalle Income Property Trust	Cash / Money Market	—	$5.5M	$5.5M	2.5%