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Original filing (PDF)20250924103519NAL0016859282001
BOARD OF TRUSTEES OF IRON WORKERS LOCAL 395 TRUST FUND
Form 5500
FILING_RECEIVED
IRON WORKERS LOCAL 395 TRUST FUND
Health & welfare plan
Signals · 3
~321 bps in Sched C feesNo recordkeeper disclosed10 service providers
Active participants
699
Accounts w/ balance
—
Plan assets (EOY)
$63.2M
Net assets (EOY)
$58.2M
Plan health score (directional)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 321 bps in Schedule C fees — 1905% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF IRON WORKERS LOCAL 395 TRUST FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF IRON WORKERS LOCAL 395 TRUST FUND
EIN
35-6327302
Address
ZENITH AMERICAN SOLUTIONS, INC. · 2625 BUTTERFIELD ROAD, SUITE 208E · OAK BROOK, IL · 60523
Phone
(312) 649-1200
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS INC. | 52-1590516 | — | NONE | $490K | — |
| MARATHON HEALTH | 84-3269071 | — | NONE | $464K | — |
| ANTHEM INSURANCE COMPANIES INC | 35-0781558 | — | NONE | $386K | — |
| EXPRESS SCRIPTS, INC. | 43-1420563 | — | NONE | $254K | — |
| UNION EYES LLC | 83-3067276 | — | NONE | $223K | — |
| FOSTER AND FOSTER INC | 59-1921114 | — | NONE | $76K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $40K | — |
| ASHER, GITTLER & D'ALBA, LTD | 36-2786883 | — | NONE | $38K | — |
| SAV-RX PRESCRIPTION SERVICES | 86-1323040 | — | NONE | $30K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $26K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.