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Original filing (PDF)20250414000008NAL0001279521001
BOARD OF TRUSTEES OF ALLIED WORKERS LOCAL 48 PENSION FUND
Form 5500
FILING_RECEIVED
ALLIED WORKERS LOCAL 48 PENSION PLAN
Defined-benefit pension plan
Signals · 3
~93 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
388
Accounts w/ balance
—
Plan assets (EOY)
$30.4M
Net assets (EOY)
$30.4M
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
- 93 bps in Schedule C fees — 220% above peer band of 29 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 ALLIED WORKERS LOCAL 48 PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF ALLIED WORKERS LOCAL 48 PENSION FUND
EIN
52-6117928
Address
P.O. BOX 1449 · GOODLETTSVILLE, TN · 370701449
Phone
(615) 859-0131
Industry
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
2025-04-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
DANIELS, IRWIN & AYLOR
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | AUGUSTA, GA | NONE | $108K | — |
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $71K | — |
| HORIZON ACTUARIAL SERVICES | 26-1370698 | ATLANTA, GA | NONE | $59K | — |
| DANIELS, IRWIN & AYLOR | 62-1802605 | MADISON, TN | NONE | $32K | — |
| QUINN, CONNOR, WEAVER, DAVIES ROUCO | 58-1368590 | BIRMINGHAM, AL | NONE | $13K | — |
| MONEY MARKET, MUTUAL FUNDS, & ETF'S | — | — | NONE | $0 | — |
| NEWTOWER TRUST COMPANY | 30-0872552 | BETHESDA, MD | NONE | $0 | — |
| BOYD WATTERSON ASSET MANAGEMENT | 34-1922005 | CLEVELAND, OH | NONE | $0 | — |
Investments
1 pooled fund· $1.6M(5% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 30-0872552 / PN 001 | Common Collective Trust | $1.6M | 5.3% |