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Original filing (PDF)20250514173019NAL0019007249001
BOARD OF TRUSTEES - IRON WORKERS WELFARE FUND
Form 5500
FILING_RECEIVED
IRON WORKERS WELFARE PLAN
Health & welfare plan
Signals · 3
~432 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
796
Accounts w/ balance
—
Plan assets (EOY)
$13.9M
Net assets (EOY)
$11.5M
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
- 432 bps in Schedule C fees — 1391% above peer band of 29 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 BOARD OF TRUSTEES - IRON WORKERS WELFARE FUND.
Plan sponsor
Name
BOARD OF TRUSTEES - IRON WORKERS WELFARE FUND
EIN
72-0506999
Address
1600 HIGHWAY 6 SOUTH · SUITE 340 · SUGAR LAND, TX · 77478
Phone
(713) 219-1203
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
4D · Dental
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
NEEDLES & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $256K | — |
| CIGNA | 59-1031071 | — | NONE | $159K | — |
| HANCOCK WHITNEY BANK | 64-0169065 | — | NONE | $43K | — |
| SEGAL COMPANY (WESTERN STATES), INC | 94-1503999 | — | NONE | $41K | — |
| ROBEIN, URANN, SPENCER, PICARD & CA | 72-0999672 | — | NONE | $40K | — |
| NEEDLES & ASSOCIATES, LLC | 51-0435869 | — | NONE | $37K | — |
| MONARCH PRINTING | 74-0791621 | — | NONE | $13K | — |
| SAV-RX PRESCRIPTION SERVICES | 86-1323040 | — | NONE | $13K | — |
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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