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Original filing (PDF)20250407221443NAL0017114385001
BOARD OF TRUSTEES OF LOCAL 309 WIREMANS PENSION TRUST
Form 5500
FILING_RECEIVED
LOCAL 309 WIREMANS PENSION TRUST
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
433
Accounts w/ balance
—
Plan assets (EOY)
$179.1M
Net assets (EOY)
$178.9M
How this plan invests
This plan
1 collective trust
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)
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
- 19 bps in Schedule C fees — 95% 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 BOARD OF TRUSTEES OF LOCAL 309 WIREMANS PENSION TRUST.
Plan sponsor
Name
BOARD OF TRUSTEES OF LOCAL 309 WIREMANS PENSION TRUST
EIN
43-6142137
Address
4940 WASHINGTON AVENUE · ST. LOUIS, MO · 63108
Phone
(314) 367-6555
Industry
Electrical Contractors· Constructionsee 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
2025-04-07
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
ANDERS MINKLER HUBER & HELM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EKON BENEFITS | 43-1317863 | ST. LOUIS, MO | NONE | $134K | — |
| MERRILL LYNCH | — | CLAYTON, MO | NONE | $62K | — |
| ANDERS MINKLER HUBER & HELM LP | 43-0831507 | — | NONE | $44K | — |
| SCHUCHAT, COOK & WERNER | 43-0763010 | — | NONE | $33K | — |
| PNC BANK | 22-1146430 | — | NONE | $26K | — |
| ASB CAPITAL MANAGEMENT | 80-0618452 | — | NONE | $26K | — |
| MARSH & MCLENNAN AGENCY, LLC | — | CHESTERFIELD, MO | NONE | $24K | — |
Investments
1 pooled fund· $2.3M(1% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST · EIN 52-6257033 / PN 006 | Common Collective Trust | $2.3M | 1.3% |