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Original filing (PDF)20251002101507NAL0000967474001
CENTRAL IOWA SHEET METAL WORKERS HEALTH FUND - JOINT BOARD OF
Form 5500
FILING_RECEIVED
CENTRAL IOWA SHEET METAL WORKERS HEALTH FUND
Health & welfare plan
Signals · 4
36% in single holding~115 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
436
Accounts w/ balance
—
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.1M
How this plan invests
This plan
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
82
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Dodge & Cox Income Fund Reinvest DODIX" is 36% of plan.
- 115 bps in Schedule C fees — 296% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRAL IOWA SHEET METAL WORKERS HEALTH FUND - JOINT BOARD OF.
Plan sponsor
Name
CENTRAL IOWA SHEET METAL WORKERS HEALTH FUND - JOINT BOARD OF
DBA
TRUSTEES
EIN
42-1378576
Address
4534 NW 6TH DRIVE · DES MOINES, IA · 50313
Phone
(515) 262-7421
Industry
Constructionsee all
Plan administrator
Name
CENTRAL IOWA SHEET METAL WORKERS HEALTH FUND - JOINT BOARD OF TRUST
EIN
42-1378576
City
DES MOIENS, IA
Phone
(515) 262-7421
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
DEBOER & ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY (MIDWEST), INC. | 13-1975125 | — | — | $62K | — |
| SHEET METAL WORKERS INT'L UNION 45 | 42-0519613 | — | — | $61K | — |
| DEBOER & ASSOCIATES, PC | 47-0836395 | — | — | $24K | — |
| FIDUCIENT ADVISORS | 36-4001764 | CHICAGO, IL | — | $15K | — |
| BLAKE & UHLIG, P.A. | 48-0918231 | — | — | $11K | — |
| COMMUNITY STATE BANK | 42-0839178 | — | — | $5K | — |
Investments
11 direct securities· $13.7M(88% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dodge & Cox Income Fund Reinvest DODIX | — | — | $5.5M | $4.9M | 31.7% | |
| Fidelity 500 Index FXAIX | — | — | $1.8M | $2.7M | 17.3% | |
| Blackrock Strategic BSIKX | — | — | $1.5M | $1.5M | 9.7% | |
| American Europacific Growth Fund F3 FEUPX | — | — | $1.3M | $1.3M | 8.6% | |
| Fidelity Small Cap Index FSSNX | — | — | $646K | $730K | 4.7% | |
| GQG Partners Emerging Market Eq Instl GQGIX | — | — | $542K | $637K | 4.1% | |
| DWS Real Assets Fund Instl AAAZX | — | — | $541K | $547K | 3.5% | |
| Shares / Par Description Value Mutual funds Artisan High Income Intstl APHFX | — | — | $441K | $423K | 2.7% | |
| Fidelity Real Estate Index FSRNX | — | — | $414K | $406K | 2.6% | |
| Money market funds Cedar Rapids Bank & Trust Insured Cash Sweep | — | — | $263K | $263K | 1.7% | |
| Fidelity Inflaction Prot Bd Index FIPDX | — | — | $265K | $261K | 1.7% |