Plan Snapshot
- Plan Sponsor: Board Of Trustees - Ironworkers Local Union No. 167 Pension Plan
- Sponsor EIN: 620787578
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: DB
- Total Participants: 828
- Total Assets: $73.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 828 | $73.5M | $8.5M | $0 |
| 2023 | 528 | $61.5M | $4.0M | $0 |
| 2022 | 224 | $54.4M | $1.9M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | Other Service Provider | $68,656 | — | $68,656 |
| BOYD WATTERSON | Other Service Provider | — | $49,801 | $49,801 |
| AMALGAMATED BANK | Other Service Provider | $40,500 | $383 | $40,883 |
| NEW TOWER TRUST COMPANY | Other Service Provider | — | $30,788 | $30,788 |
| REYNOLDS CONSULTING SERVICES, LLC | Other Service Provider | $30,495 | — | $30,495 |
| DANIELS IRWIN & AYLOR | Auditor | $21,150 | — | $21,150 |
| ULLICO | Other Service Provider | $21,142 | — | $21,142 |
| CCA BLACK, LP | Other Service Provider | $11,043 | $9,997 | $21,040 |
| GODWIN MORRIS LAURENZI & BLOOMFIELD | Other Service Provider | $16,208 | — | $16,208 |
| REGIONS BANK | Other Service Provider | $13,078 | — | $13,078 |
| FENIMORE ASSET MANAGEMENT | Other Service Provider | $11,630 | — | $11,630 |
| UNITED ACTUARIAL SERVICES | Other Service Provider | $6,400 | — | $6,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIELS IRWIN & AYLOR — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $331,271
- Estimated Expense Ratio: 0.451% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $293,820 | $114,811 | $43,200 | $21,150 | — |
| 2023 | $301,212 | $62,878 | $43,200 | $17,800 | — |
| 2022 | $225,914 | $79,184 | $43,200 | — | $39,349 |