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Original filing (PDF)20250514170009NAL0019245441001
IRONWORKERS LOCAL UNION NO. 167 WELFARE FUND
Form 5500
FILING_RECEIVED
IRONWORKERS LOCAL UNION NO. 167 WELFARE FUND
Health & welfare plan
Signals · 2
~871 bps in Sched C feesNo recordkeeper disclosed
Active participants
338
Accounts w/ balance
—
Plan assets (EOY)
$4.2M
Net assets (EOY)
$3.4M
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
- 871 bps in Schedule C fees — 1574% above peer band of 52 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 IRONWORKERS LOCAL UNION NO. 167 WELFARE FUND.
Plan sponsor
Name
IRONWORKERS LOCAL UNION NO. 167 WELFARE FUND
EIN
62-0696127
Address
P.O. BOX 1449 · GOODLETTSVILLE, TN · 370701449
Phone
(901) 345-5825
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
DANIELS, IRWIN & AYLOR, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIGNA HEALTHCARE | 06-0303370 | CHATTANOOGA, TN | NONE | $178K | — |
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $119K | — |
| GODWIN MORRIS LAURENZI & BLOOMFIELD | 62-1371542 | MEMPHIS, TN | NONE | $52K | — |
| DANIELS, IRWIN & AYLOR | 62-1802605 | MADISON, TN | NONE | $14K | — |
| NEW SOUTH CAPITAL MANAGEMENT, LLC | — | MEMPHIS, TN | NONE | $3K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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