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Original filing (PDF)20251103135955NAL0015422770001
BOARD OF TRUSTEES SOUTHERN IRONWORKERS PENSION FUND
Form 5500
FILING_RECEIVED
SOUTHERN IRONWORKERS PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed10 service providers
Active participants
851
Accounts w/ balance
—
Plan assets (EOY)
$188.1M
Net assets (EOY)
$185.6M
How this plan invests
This plan
8 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
100
Total plan cost
65
Vendor stack
68
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — 256% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (10 disclosed providers, 5 categories).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES SOUTHERN IRONWORKERS PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES SOUTHERN IRONWORKERS PENSION FUND
EIN
59-6227091
Address
603 STANWIX STREET, SUITE 1500 · TWO GATEWAY CENTER · PITTSBURGH, PA · 152221004
Phone
(412) 471-2885
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-03
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
STEVEN D EISENBERG CPA PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| US BANK | 31-0841368 | JACKSONVILLE, FL | CUSTODIAN | $70K | — |
Advisor / Consultant
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTMENT PERFORMANCE SERVICES | 58-1645832 | SAVANNAH, GA | INVESTMENT ADVISOR | $105K | — |
| WEDGE CAPITAL MANAGEMENT | 56-1557450 | CHARLOTTE, NC | INVESTMENT MANAGEMENT | $103K | — |
| BHA CONSULTING | 58-1910292 | SUWANEE, GA | ACTUARIAL | $68K | — |
| BROWN ADVISORY LLC | 26-4560299 | BALTIMORE, MD | INVESTMENT ADVISOR | $67K | — |
| SEGALL, BRYANT HAMILL | 04-1788385 | CHICAGO, IL | INVESTMENT MANAGEMENT | $60K | — |
| ABS ALLEGIANCE REAL ESTATE | 52-6257033 | BETHESDA, MD | INVESTMENT MANAGEMENT | $56K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH-AMERICAN SOLUTIONS | 59-1590516 | PITTSBURGH, PA | CONTRACT ADMINISTRATOR | $87K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEVEN D. EISENBERG CPA,P.A. | 65-0140643 | BOCA RATON, FL | AUDITOR | $32K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUINN, CONNER, WEAVER, DAVIES & | 45-1444874 | DECATUR, GA | LEGAL | $23K | — |
Investments
1 direct security · 8 pooled funds· $87.2M(46% 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.
Common Collective Trust
$78.6M
8 holdings
Uncategorized
$8.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ERNEST PARTNERS INTERNATIONAL FUND ERNEST PARTNERS · EIN 26-4377500 / PN 001 | Common Collective Trust | — | — | $18.8M | 10.0% | |
| US REAL ESTATE INVESTMENT FUND INTERCONTINENTAL REAL ESTATE CORP · EIN 11-3786306 / PN 001 | Common Collective Trust | — | — | $14.4M | 7.6% | |
| GLOBAL VALUE FIRST EAGLE INVESTMENT MANAGEMENT LLC · EIN 26-3416056 / PN 001 | Common Collective Trust | — | — | $12.0M | 6.4% | |
| [DFE: GROSVENOR CAPITAL MANAGEMENT, L.P. 401K RETIREMENT PLAN (extraction pending)] | — | — | — | $8.7M | 4.6% | |
| GROSVENOR COMINGLED EQITY FUND GROSVENOR CAPITAL · EIN 36-3795985 / PN 001 | Common Collective Trust | — | — | $8.7M | 4.6% | |
| SECONDARY FEEDER FUND HAMILTON LANE · EIN 47-4512595 / PN 001 | Common Collective Trust | — | — | $6.7M | 3.6% | |
| GSA FUND BOYD WATERSON · EIN 45-2061717 / PN 001 | Common Collective Trust | — | — | $6.5M | 3.5% | |
| MULTIEMPLOYER PROPERTY TRUST NEW TOWER · EIN 52-6138800 / PN 001 | Common Collective Trust | — | — | $6.2M | 3.3% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE · EIN 52-5257033 / PN 001 | Common Collective Trust | — | — | $5.4M | 2.9% |