Original filing (PDF)20251012151507NAL0000662978001

IRON WORKERS DISTRICT COUNCIL OF TN & VICINITY ANNUITY PLAN

Name: IRON WORKERS DISTRICT COUNCIL OF TN & VICINITY ANNUITY PLAN — IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN, Form 5500 (2024)
Creator: IRON WORKERS DISTRICT COUNCIL OF TN & VICINITY ANNUITY PLAN

Form 5500

FILING_RECEIVED

IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN

Defined-contribution retirement plan

Signals · 2

No recordkeeper disclosed6 service providers

Active participants

2,432

Accounts w/ balance

5,317

Plan assets (EOY)

$48.6M

Net assets (EOY)

$48.5M

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 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

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

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

Plan sponsor

Name

IRON WORKERS DISTRICT COUNCIL OF TN & VICINITY ANNUITY PLAN

EIN

62-1747853

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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-12

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

DANIELS, IRWIN & AYLOR CPAS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SOUTHERN BENEFIT ADMINISTRATORS	62-1116095	GOODLETTSVILLE, TN	NONE	$67K	—
MORGAN STANLEY	26-4310632	INDIANAPOLIS, IN	NONE	$40K	—
STRANCH, JENNINGS & GARVEY PLLC	62-0513048	NASHVILLE, TN	NONE	$17K	—
DANIELS, IRWIN & AYLOR CPAS	62-1802605	MADISON, TN	NONE	$15K	—
THE UNION LABOR LIFE INSURANCE CO	13-1423090	WASHINGTON, DC	NONE	$10K	—

Investments

1 pooled fund· $4.2M(9% 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 R THE UNION LABOR LIFE INSURANCE CO. · EIN 13-1423090 / PN 206	Pooled Separate Account	$4.2M	8.6%

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