# Iron Workers District Council Of Southern Ohio & Vicinity Health & Welfare Plan
Source: https://planprovider.pro/companies/iron-workers-district-council-of-southern-ohio-vicinity-310557391-501

> Iron Workers District Council Of Southern Ohio & Vicinity's Health & Welfare plan: 3,615 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/john-hancock) — 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|

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