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Original filing (PDF)20260125132947NAL0000183555001
IRONWORKERS LOCAL 103 VACATION AND DISABILITY TRUST FUND
Form 5500
FILING_RECEIVED
IRONWORKERS LOCAL 103 VACATION PLAN
Health & welfare plan
Signals · 2
~612 bps in Sched C feesNo recordkeeper disclosed
Active participants
566
Accounts w/ balance
—
Plan assets (EOY)
$270K
Net assets (EOY)
$268K
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 612 bps in Schedule C fees — 287% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IRONWORKERS LOCAL 103 VACATION AND DISABILITY TRUST FUND.
Plan sponsor
Name
IRONWORKERS LOCAL 103 VACATION AND DISABILITY TRUST FUND
EIN
35-1661621
Address
5313 OLD BOONVILLE HIGHWAY · EVANSVILLE, IN · 47715
Phone
(812) 477-5317
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-25
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
ANDERS MINKLER HUBER HELM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDERS MINKLER HUBER HELM LLP | 43-0831507 | — | NONE | $17K | — |
Investments
27 direct securities· $206K(76% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | — | — | $12K | $16K | 5.8% | |
| MICROSOFT CORP | — | — | $11K | $13K | 5.0% | |
| PROGRESSIVE CORP OH | — | — | $11K | $13K | 4.7% | |
| BERKSHIRE HATHAWAY INC CL B | — | — | $11K | $12K | 4.3% | |
| GE AEROSPACE | — | — | $8K | $11K | 4.2% | |
| GE VERNOVA LLC | — | — | $5K | $11K | 4.1% | |
| META PLATFORMS INC CL A | — | — | $9K | $11K | 4.1% | |
| ALPHABET INC CL C | — | — | $11K | $11K | 4.0% | |
| APPLE INC | — | — | $12K | $10K | 3.8% | |
| SCHWAB CHARLES CORP | — | — | $8K | $10K | 3.7% | |
| HOME DEPOT INC | — | — | $9K | $9K | 3.3% | |
| PARKER-HANNIFIN CORP | — | — | $7K | $8K | 3.1% | |
| WALT DISNEY CO | — | — | $6K | $8K | 2.9% | |
| TE CONNECTIVITY PLC | — | — | $6K | $6K | 2.4% | |
| JOHNSON & JOHNSON | — | — | $6K | $6K | 2.2% | |
| O REILLY AUTOMOTIVE INC | — | — | $5K | $5K | 2.0% | |
| TJX COS INC | — | — | $5K | $5K | 2.0% | |
| AMAZON.COM INC | — | — | $4K | $5K | 2.0% | |
| FASTENAL CO | — | — | $4K | $5K | 1.7% | |
| OMNICOM GROUP INC | — | — | $6K | $5K | 1.7% | |
| DANAHER CORP | — | — | $5K | $5K | 1.7% | |
| FDIC INSURED DEPOSIT MULTI-BANK | — | — | $4K | $4K | 1.6% | |
| WELLS FARGO & CO | — | — | $3K | $4K | 1.4% | |
| UNION PACIFIC CORP | — | — | $4K | $4K | 1.4% | |
| CARMAX INC | — | — | $4K | $4K | 1.3% | |
| EXPEDITORS INTL WASH INC | — | — | $3K | $3K | 1.2% | |
| BANK OF AMERICA CORP | — | — | $2K | $3K | 1.1% |
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