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Original filing (PDF)20250915162004NAL0001325361001
TRUSTEES - IRON WORKERS MID-SOUTH PENSION FUND
Form 5500
FILING_RECEIVED
IRON WORKERS MID-SOUTH PENSION FUND
Defined-benefit pension plan
Signals · 3
2 failed disclosuresNo recordkeeper disclosed6 service providers
Active participants
679
Accounts w/ balance
—
Plan assets (EOY)
$156.3M
Net assets (EOY)
$155.1M
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)
78
/ 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
80
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 2 Schedule C providers failed to disclose compensation.
- 33 bps in Schedule C fees — 232% above peer band of 10 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 - IRON WORKERS MID-SOUTH PENSION FUND.
Plan sponsor
Name
TRUSTEES - IRON WORKERS MID-SOUTH PENSION FUND
EIN
72-6032179
Address
1600 HIGHWAY 6 SOUTH · SUITE 340 · SUGAR LAND, TX · 77478
Phone
(504) 831-1544
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
NEEDLES & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. | 52-1590516 | — | NONE | $381K | — |
| NEEDLES & ASSOCIATES, LLC | 51-0435869 | — | NONE | $59K | — |
| ROBEIN, URANN, SPENCER, ET AL | 72-0999672 | — | NONE | $44K | — |
| AMALGAMATED BANK | 13-3566126 | — | NONE | $23K | — |
| HANCOCK WHITNEY BANK | 64-0169065 | — | NONE | $14K | — |
| WASATCH ADVISORS, INC. | 87-0319391 | — | NONE | $0 | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| THE SEGAL COMPANY (EASTERN STATES) | FAILED TO REPLY TO EMAIL AND FOLLOW-UP. |
| SEGAL MARCO ADVISORS | FAILED TO REPLY TO EMAIL AND FOLLOW-UP. |
Investments
4 pooled funds· $75.5M(48% 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
$65.8M
3 holdings
Pooled Separate Account
$9.7M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LONGVIEW LARGE CAP 500 INDEX FUND AMALGAMATED BANK OF NEW YORK · EIN 13-4920330 / PN 009 | Common Collective Trust | $46.5M | 29.7% |
| BLACKROCK GLOBAL ALPHA TILTS FUND BLACKROCK · EIN 94-3112180 / PN 001 | Common Collective Trust | $10.9M | 7.0% |
| PRIN U.S. PROPERTY SA- PGI2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | $9.7M | 6.2% |
| MANNING AND NAPIER EXETER · EIN 16-0095736 / PN 001 | Common Collective Trust | $8.4M | 5.3% |