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Original filing (PDF)20250724160302NAL0005074097001
TRUSTEES OF MIAMI IRONWORKERS LOCAL #272 PENSION TRUST FUND
Form 5500
FILING_RECEIVED
MIAMI IRONWORKERS LOCAL #272 PENSION TRUST FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
303
Accounts w/ balance
—
Plan assets (EOY)
$85.6M
Net assets (EOY)
$85.5M
How this plan invests
This plan
4 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)
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
- 75 bps in Schedule C fees — 366% 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 TRUSTEES OF MIAMI IRONWORKERS LOCAL #272 PENSION TRUST FUND.
Plan sponsor
Name
TRUSTEES OF MIAMI IRONWORKERS LOCAL #272 PENSION TRUST FUND
EIN
59-6486074
Address
2010 NW 150TH AVENUE · SUITE 200 · PEMBROKE PINES, FL · 330282888
Phone
(800) 842-5899
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
015
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-24
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
STEVEN D EISENBERG CPA,P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsAdvisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | WEST PALM BEACH, FL | INVESTMENT ADVISORY | $357K | — |
| HORIZON ACTUARIAL SERVICE | 26-1370698 | ATLANTA, GA | ACTUARIAL | $54K | — |
| CAP TRUST ADVISORS | 26-0058143 | RALEIGH, NC | INVESTMENT ADVISORY | $25K | — |
| UNION LABOR LIFE INSURANCE CO | 13-1423090 | WASHINGTON, DC | INVESTMENT MANAGEMENT | $19K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL EMPLOYEE BENEFIT ADMIN | 65-0498809 | PEMBROKE PINES, FL | CONTRACT ADMINISTRATION | $134K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEVEN D. EISENBERG CPA, PA | 65-0140643 | BOCA RATON, FL | AUDITOR | $26K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| W. ERIC VENABLE P.A. | 59-1824869 | TAMPA, FL | ATTORNEY | $24K | — |
Investments
4 pooled funds· $22.5M(26% 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
$19.5M
3 holdings
Pooled Separate Account
$3.0M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LEGAL & GENERAL S&P 500 CIT FUND RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 005 | Common Collective Trust | $12.8M | 14.9% |
| AEW CORE PROPERTY TRUST AEW PROPERTY TRUST · EIN 26-0557406 / PN 000 | Common Collective Trust | $4.8M | 5.6% |
| SEPARATE ACCOUNT J UNION LABOR LIFE INSURANCE COMPANY · EIN 12-1423090 / PN 203 | Pooled Separate Account | $3.0M | 3.6% |
| LEGAL & GENERAL MSCI ACWI EX US FD RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 001 | Common Collective Trust | $2.0M | 2.3% |