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Original filing (PDF)20250415161509NAL0006769394001
DES MOINES IRON WORKERS WELFARE FUND
Form 5500
FILING_RECEIVED
DES MOINES IRON WORKERS WELFARE FUND
Health & welfare plan
Signals · 3
~101 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
237
Accounts w/ balance
—
Plan assets (EOY)
$15.9M
Net assets (EOY)
$14.2M
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
- 101 bps in Schedule C fees — 248% above peer band of 29 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 DES MOINES IRON WORKERS WELFARE FUND.
Plan sponsor
Name
DES MOINES IRON WORKERS WELFARE FUND
EIN
42-0842882
Address
1501 E AURORA AVENUE, SUITE B · DES MOINES, IA · 503133912
Phone
(515) 282-4293
Industry
Constructionsee all
Plan administrator
Name
SAME
EIN
42-0842882
City
DES MOINES, IA
Phone
(515) 282-4293
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-04-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
DEBOER & ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 13-1835864 | BLOOMINGTON, MN | — | $56K | — |
| MELISSA BAILEY | 42-0842882 | DES MOINES, IA | — | $37K | — |
| DEBOER & ASSOCIATES, PC | 47-0836395 | OMAHA, NE | — | $32K | — |
| BLAKE & UHLIG | 48-0918231 | KANSAS CITY, KS | — | $11K | — |
| COMMUNITY STATE BANK | 42-0839178 | JOHNSTON, IA | — | $11K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | CHICAGO, IL | — | $8K | — |
| CEDAR RAPIDS BANK & TRUST | 42-1524302 | CEDAR RAPIDS, IA | — | $5K | — |
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.
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