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Original filing (PDF)20251015140018NAL0005061121002
INSULATORS LOCAL NO 27
Form 5500
FILING_RECEIVED
INSULATORS LOCAL NO. 27 PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
207
Accounts w/ balance
—
Plan assets (EOY)
$60.7M
Net assets (EOY)
$60.7M
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
- 36 bps in Schedule C fees — 126% 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 INSULATORS LOCAL NO 27.
Plan sponsor
Name
INSULATORS LOCAL NO 27
EIN
43-0337343
Address
400 SOUTH MAIN · INDEPENDENCE, MO · 640503813
Phone
(816) 252-0588
Industry
Constructionsee all
Plan administrator
Name
BOARD OF TRUSTEES OF INSULATORS LOCAL NO. 27
EIN
31-1582098
City
OVERLAND PARK, KS
Phone
(913) 345-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
NOVAK BIRKS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB | — | HENDERSON, NV | INVESTMENT CUSTODIAN | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES, INC. | 94-3250323 | — | INVESTMENT ADVISOR | $123K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERTZ INSURANCE GROUP | — | PAPILLION, NE | INSURANCE BROKER | $9K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ RETIREMENT PLAN SERVICES | 31-1582098 | — | THIRD PARTY ADMINISTRATOR | $29K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVAK BIRKS, P.C. | 43-1122456 | — | AUDITOR | $10K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ RETIREMENT PLAN SERVICES | 31-1582098 | — | ACTUARY | $25K | — |
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.