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Original filing (PDF)20250408090349NAL0011025123001
HAWKEYE INSURANCE ASSOCIATION
Form 5500
FILING_RECEIVED
HAWKEYE PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
467
Accounts w/ balance
—
Plan assets (EOY)
$115.0M
Net assets (EOY)
$115.0M
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
- 26 bps in Schedule C fees — 156% above peer band of 10 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 HAWKEYE INSURANCE ASSOCIATION.
Plan sponsor
Name
HAWKEYE INSURANCE ASSOCIATION
EIN
42-1438152
Address
8525 DOUGLAS AVENUE, SUITE 48 · URBANDALE, IA · 503222905
Phone
(515) 276-5350
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-08
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
UHY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | — | SEATTLE, WA | NONE | $121K | — |
| FIDUCIENT ADVISORS | — | CHICAGO, IL | NONE | $78K | — |
| SPENCER FANE LLC | — | KANSAS CITY, MO | NONE | $34K | — |
| PRINCIPAL | — | DES MOINES, IA | NONE | $25K | — |
| UHY, LLP | 20-0694403 | — | NONE | $21K | — |
| UTZ AND LATTAN | — | OVERLAND PARK, KS | NONE | $15K | — |
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.