Original filing (PDF)20251012134506NAL0000361281001

IRON WORKERS DISTRICT COUNCIL OF TN VALLEY & VICINITY WELFARE PLAN

Name: IRON WORKERS DISTRICT COUNCIL OF TN VALLEY & VICINITY WELFARE PLAN — Form 5500 (2024)
Creator: IRON WORKERS DISTRICT COUNCIL OF TN VALLEY & VICINITY WELFARE PLAN

Form 5500

FILING_RECEIVED

Health & welfare plan

Signals · 3

~148 bps in Sched C feesNo recordkeeper disclosed8 service providers

Active participants

1,037

Accounts w/ balance

—

Plan assets (EOY)

$61.6M

Net assets (EOY)

$60.1M

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)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IRON WORKERS DISTRICT COUNCIL OF TN VALLEY & VICINITY WELFARE PLAN.

Plan sponsor

Name

IRON WORKERS DISTRICT COUNCIL OF TN VALLEY & VICINITY WELFARE PLAN

EIN

62-0588259

Address

P.O. BOX 1449 · GOODLETTSVILLE, TN · 370701449

Phone

(615) 859-0131

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-12

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4F · Temporary Disability (accident and sickness)

4L · Death Benefits (other than life insurance)

Audit & trust (Schedule H)

Auditor

DANIELS, IRWIN & AYLOR CPAS

Trustee / custodian

Service providers (Schedule C)

8 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SOUTHERN BENEFIT ADMINISTRATORS	62-1116095	GOODLETTSVILLE, TN	NONE	$362K	—
UNITED HEALTHCARE	36-2739571	MINNEAPOLIS, MN	NONE	$336K	—
BLUECROSS BLUESHIELD OF TENNESSEE	62-0427913	CHATTANOOGA, TN	NONE	$107K	—
MORGAN STANLEY GLOBAL BANKING	94-1671384	NEW YORK, NY	NONE	$35K	—
STRANCH, JENNINGS & GARVEY PLLC	62-0513048	NASHVILE, TN	NONE	$25K	—

Investments

1 pooled fund· $4.6M(7% 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
ULLICO SEPARATE ACCOUNT W1 THE UNION LABOR LIFE INSURANCE CO. · EIN 13-1423090 / PN 209	Pooled Separate Account	$4.6M	7.4%

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