Plan Snapshot
- Plan Sponsor: Iron Workers District Council Of Southern Ohio & Vicinity
- Sponsor EIN: 310557391
- Sponsor Address: 1470 WORLDWIDE PL, VANDALIA, OH, 453771156
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 3,615
- Total Assets: $62.6M
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 | 3,615 | $62.6M | $68.5M | $8.0M |
| 2023 | 3,321 | $54.9M | $57.7M | $8.5M |
| 2022 | 3,115 | $44.5M | $52.3M | $9.2M |
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 |
|---|---|---|---|---|
| DC PENSION PLAN OF IW BENEFIT TRUST | Other Service Provider | $712,621 | — | $712,621 |
| AETNA BEHAVIORAL HEALTH, LLC | Other Service Provider | $564,246 | — | $564,246 |
| COMMUNITY INSURANCE | Other Service Provider | $264,930 | — | $264,930 |
| PRUDENT RX | Other Service Provider | $230,997 | — | $230,997 |
| FAULKNER, HOFFMAN & PHILLIPS | Other Service Provider | $219,206 | — | $219,206 |
| CVS/CAREMARK | Other Service Provider | $130,605 | — | $130,605 |
| DELTA DENTAL | Other Service Provider | $120,658 | — | $120,658 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $83,530 | — | $83,530 |
| BROUSE MCDOWELL, LPA | Other Service Provider | $79,976 | — | $79,976 |
| CLARK, SCHAEFER, HACKETT & CO. | Other Service Provider | $73,052 | — | $73,052 |
| IDWC OF SO PENSION TRUST | Other Service Provider | $72,039 | — | $72,039 |
| THE HORTON GROUP | Other Service Provider | $60,000 | — | $60,000 |
| ROETZEL & ANDRESS LPA | Other Service Provider | $49,661 | — | $49,661 |
| VOLO TECHNOLOGIES | Other Service Provider | $43,079 | — | $43,079 |
| PITNEY BOWES GLOBAL FINANCIAL | Other Service Provider | $31,188 | — | $31,188 |
| US BANK | Other Service Provider | $28,633 | — | $28,633 |
| SEGAL | Other Service Provider | $28,007 | — | $28,007 |
| TOBE LAWN CARE, LLC | Other Service Provider | $22,908 | — | $22,908 |
| MODERN SERVICES, INC | Other Service Provider | $20,318 | — | $20,318 |
| DATAMATION IMAGING SERVICES | Other Service Provider | $16,433 | — | $16,433 |
| QUALITY PUBLISHING COMPANY | Other Service Provider | $16,196 | — | $16,196 |
| OVERMYER HALL ASSOCIATES | Other Service Provider | $15,017 | — | $15,017 |
| SEGAL MARCO ADVISORS | Other Service Provider | $14,000 | — | $14,000 |
| AES OHIO/DP&L INC. | Other Service Provider | $13,787 | — | $13,787 |
| CARRIER CORPORATION | Other Service Provider | $11,518 | — | $11,518 |
| NEPHOX, LLC | Other Service Provider | $10,163 | — | $10,163 |
| JOHNSON CONTROLS SECURITY SOLUTIONS | Other Service Provider | $8,752 | — | $8,752 |
| ACRISURE MID-ATLANTIC | Other Service Provider | $8,500 | — | $8,500 |
| COWDEN ASSOCIATES, INC. | Recordkeeper | $8,500 | — | $8,500 |
| BUCK RUN COMMERICAL DOOR | Other Service Provider | $7,507 | — | $7,507 |
| ADP | Other Service Provider | $7,468 | — | $7,468 |
| BARRYSTAFF INC. | Other Service Provider | $7,188 | — | $7,188 |
| CITY OF VANDALIA | Other Service Provider | $6,685 | — | $6,685 |
| NEXTIVA | Other Service Provider | $6,595 | — | $6,595 |
| SEGAL BENZ | Other Service Provider | $6,270 | — | $6,270 |
| US BANK EQUIPMENT FINANCE | Other Service Provider | $6,015 | — | $6,015 |
| NORTHERN TRUST | Other Service Provider | $5,884 | — | $5,884 |
| FRIENDS OFFICE | Other Service Provider | $5,487 | — | $5,487 |
| ANCHOR COMPUTER SOFTWARE | Other Service Provider | $5,111 | — | $5,111 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COWDEN ASSOCIATES, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,022,730
- Estimated Expense Ratio: 4.825% 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 | $2,564,881 | $19,884 | — | $73,052 | — |
| 2023 | $3,694,014 | $14,963 | $1,452,018 | $67,137 | — |
| 2022 | $3,321,389 | $23,119 | $2,011,569 | — | $221,054 |