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Original filing (PDF)20250415161509NAL0006769394002
IRON WORKERS LOCAL NO. 67 DEFINED CONTRIBUTION FUND
Form 5500
FILING_RECEIVED
IRON WORKERS LOCAL NO. 67 DEFINED CONTRIBUTION FUND
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
689
Accounts w/ balance
706
Plan assets (EOY)
$38.3M
Net assets (EOY)
$38.2M
How this plan invests
This plan
14 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- 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 IRON WORKERS LOCAL NO. 67 DEFINED CONTRIBUTION FUND.
Plan sponsor
Name
IRON WORKERS LOCAL NO. 67 DEFINED CONTRIBUTION FUND
EIN
42-6585596
Address
1501 E AURORA AVENUE, SUITE B · DES MOINES, IA · 50313
Phone
(515) 282-4293
Industry
Constructionsee all
Plan administrator
Name
SAME
EIN
42-6585596
City
DES MOINES, IA
Phone
(515) 282-4293
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-04-15
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
DEBOER & ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 42-0127290 | DES MOINES, IA | CONTRACT ADMINISTRATOR | $10K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MELISSA BAILEY | 42-0842882 | DES MOINES, IA | — | $31K | — |
| DEBOER & ASSOCIATES, PC | 47-0836395 | OMAHA, NE | — | $22K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | CHICAGO, IL | — | $16K | — |
Investments
14 pooled funds· $35.5M(93% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$33.6M
13 holdings
Common Collective Trust
$1.9M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LIFETIME 2040 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | $7.3M | 19.0% |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $6.3M | 16.5% |
| PRIN LIFETIME 2050 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | $5.3M | 13.8% |
| PRIN LIFETIME 2030 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | $5.0M | 13.1% |
| PRIN MIDCAP BLEND SEP ACCT-I1 PRINCIAPL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | $3.0M | 7.8% |
| PRIN LIFETIME 2020 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | $2.1M | 5.5% |
| PRIN SMCAP SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | $2.0M | 5.2% |
| PRINCIPAL STABLE VALUE SELECT PRINCIPAL LIFE INSURANCE COMPANY · EIN 93-6274328 / PN 001 | Common Collective Trust | $1.9M | 5.0% |
| PRIN DIVERSIFIED INTL SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | $1.6M | 4.1% |
| PRIN LIFETIME 2060 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | $618K | 1.6% |
| PRIN LIFETIME STRAT INC SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | $358K | 0.9% |
| PRIN LIFETIME 2070 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPNAY · EIN 42-0127290 / PN 179 | Pooled Separate Account | $113K | 0.3% |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | $25K | <0.1% |
| PRIN GOVT & HQ BOND SA-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | $0 | <0.1% |