Original filing (PDF)20251217081314NAL0005917024001

BOARD OF TRUSTEES IRONWORKERS LOCAL NO. 55 PENSION PLAN

Name: BOARD OF TRUSTEES IRONWORKERS LOCAL NO. 55 PENSION PLAN — IRONWORKERS LOCAL NO 55 PENSION PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES IRONWORKERS LOCAL NO. 55 PENSION PLAN

Form 5500

FILING_RECEIVED

IRONWORKERS LOCAL NO 55 PENSION PLAN

Defined-benefit pension plan

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

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 (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES IRONWORKERS LOCAL NO. 55 PENSION PLAN.

Plan sponsor

Name

BOARD OF TRUSTEES IRONWORKERS LOCAL NO. 55 PENSION PLAN

EIN

34-6682351

Address

PO BOX 1298 · MAUMEE, OH · 43537

Phone

(419) 248-2401

Industry

Constructionsee all

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

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	—
HUNTINGON INSURANCE	—	COLUMBUS, OH	NONE	$15K	—
CLARK, SCHAEFER, HACKETT & CO.	31-0800053	—

Investments

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

Investment	Type	Shares / units	Cost	Current value	% of plan
Bank of America - Merrill Lynch Account Ending 6920 - see Note 1	—	—	$163.0M	$192.9M	88.7%
United of Omaha Group Annuity Contract GDA 6196	—	—	$16.6M	$16.6M	7.6%
Cash 23 Jones Lang Lasalle Income Property Trust	—	—	$5.5M	$5.5M	2.5%

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