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Original filing (PDF)20251009093008NAL0003790003004
BRIDGE, STRUCTURAL & ORNAMENTAL IRONWORKERS LOCAL 207 PENSION FUND
Form 5500
FILING_RECEIVED
BRIDGE, STRUCTURAL & ORNAMENTAL IRONWORKERS LOCAL 207 PENSION FUND
Defined-benefit pension plan
Signals · 2
100% in single holding17 service providers
Active participants
323
Accounts w/ balance
—
Plan assets (EOY)
$79.9M
Net assets (EOY)
$79.8M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
65
Vendor stack
88
Participation health
100
Knocking points off
- Top holding "[DFE: ASB ALLEGIANCE REAL ESTATE FUND (extraction pending)]" is 100% of plan.
- 59 bps in Schedule C fees — 266% above peer band of 16 bps.
- Highly fragmented vendor stack (17 disclosed providers, 7 categories).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIDGE, STRUCTURAL & ORNAMENTAL IRONWORKERS LOCAL 207 PENSION FUND.
Plan sponsor
Name
BRIDGE, STRUCTURAL & ORNAMENTAL IRONWORKERS LOCAL 207 PENSION FUND
EIN
34-6720162
Address
694 BEV RD. SUITE A · BOARDMAN, OH · 44512
Phone
(330) 726-3745
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
YURCHYK & DAVIS CPA'S, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
17 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT SERVICES | — | BOSTON, MA | INVESTMENT RECORDKEEPER | $59K | — |
Advisor / Consultant
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | — | SMITHFIELD, RI | INVESTMENT MANAGER | $30K | — |
| AMERICAN REALTY ADVISORS | — | LOS ANGELES, CA | INVESTMENT MANAGER | $30K | — |
| MARINER INSTITUTIONAL, LLC | — | WINTER PARK, FL | INVESTMENT ADVISOR | $29K | — |
| BOYD WATTERSON ASSET MANAGEMENT | — | CLEVELAND, OH | INVESTMENT MANAGEMENT | $22K | — |
| NORTHERN TRUST | — | CHICAGO, IL | INVESTMENT MANAGER | $20K | — |
| ASB REAL ESTATE INVESTMENTS | — | BETHESDA, MD | INVESTMENT MANAGER | $19K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PATRICIA RAFFETY | — | BOARDMAN, OH | PLAN ADMINISTRATOR | $71K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YURCHYK & DAVIS CPA'S, INC. | 34-1638235 | — | AUDITOR | $47K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CUNI, RUST & STRENK | — | CINCINNATI, OH | ACTUARY | $36K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MACALA & PIATT, LLC | — | NORTH CANTON, OH | ATTORNEY | $7K | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRIDGEWAY BENEFIT TECHNOLOGIES | — | BALTIMORE, MD | SOFTWARE PROVIDER | $38K | — |
| PBGC PREMIUM | — | WASHINGTON, DC | NONE | $24K | — |
| MICHELLE BAECHLY | — | BOARDMAN, OH | EMPLOYEE | $13K | — |
| IRONWORKERS LOCAL UNION NO. 207 | — | BOARDMAN, OH | LANDLORD | $10K | — |
| VALLEY OFFICE SOLUTIONS | — | YOUNGSTOWN, OH | IT SUPPORT | $8K | — |
| HUNTINGTON NATIONAL BANK | — | COLUMBUS, OH | BANK SERVICE CHARGES | $5K | — |
Investments
1 pooled fund· $1.8M(2% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ASB ALLEGIANCE REAL ESTATE FUND ASB REAL ESTATE INVESTMENTS · EIN 52-6257033 / PN 006 | Common Collective Trust | — | — | $1.8M | 2.3% |
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