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Original filing (PDF)20260115170730NAL0032746946001
TRUSTEES - IRON WORKERS PENSION TRUST FUND FOR COLORADO
Form 5500
FILING_RECEIVED
IRON WORKERS PENSION TRUST FUND FOR COLORADO
Defined-benefit pension plan
Signals · 4
42% in single holding~129 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
742
Accounts w/ balance
—
Plan assets (EOY)
$23.6M
Net assets (EOY)
$23.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 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
79
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "COLLECTIVE FUNDS MARCO EQUITY N/A N/A N/A" is 42% of plan.
- 129 bps in Schedule C fees — 344% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES - IRON WORKERS PENSION TRUST FUND FOR COLORADO.
Plan sponsor
Name
TRUSTEES - IRON WORKERS PENSION TRUST FUND FOR COLORADO
EIN
84-6099094
Address
5511 W 56TH AVE · SUITE 250 · ARVADA, CO · 80002
Phone
(303) 430-1118
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-15
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
NEEDLES, OYEWO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS, INC. | 13-2646110 | — | NONE | $100K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $75K | — |
| ZENITH AMERICAN SOLUTIONS, INC. | 52-1590516 | — | NONE | $62K | — |
| NEEDLES & ASSOCIATES, LLC | 51-0435869 | — | NONE | $36K | — |
| US BANK | 31-0841368 | — | NONE | $21K | — |
| SPENCER FANE, LLP | 44-0561981 | — | NONE | $8K | — |
Investments
6 direct securities · 2 pooled funds· $23.2M(98% 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.
103-12 Investment Entity
$18.6M
2 holdings
Mutual Funds
$2.6M
1 holding
Uncategorized
$2.0M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MARCO EQUITY SEGAL MARCO GROUP TRUST · EIN 27-6230536 / PN 001 | 103-12 Investment Entity | — | — | $9.7M | 41.2% | |
| MARCO FIXED SEGAL MARCO GROUP TRUST · EIN 27-6230536 / PN 002 | 103-12 Investment Entity | — | — | $8.9M | 37.6% | |
| BAIRD SHORT TERM BOND FUND N/A | Mutual Funds | — | — | $2.6M | 10.8% | |
| GERDING EDLEN GREEN CITIES III, LP N/A | — | — | — | $660K | 2.8% | |
| HAMILTON LANE STRAT OPP OFF IV N/A | — | — | — | $544K | 2.3% | |
| INTEREST BEARING CASH US BANK BENEFIT ACCOUNT N/A 0.01% N/A | — | — | — | $506K | 2.1% | |
| PARTNERSHIPS DOVER STREET VIII CAYMAN FUND, LP N/A | — | — | — | $145K | 0.6% | |
| MONEY MARKET FUND * FIRST AMER PRIME OBLIG FUND CL Y N/A 0.01% N/A | — | — | — | $115K | 0.5% |