Iron Workers District Council Of So Oh & Vicinity Annuity Trust
Sponsored by Iron Workers District Council Of Southern Ohio & Vicinity · EIN 316108920 · Plan #001
- Total assets
- $533M
- Net assets
- $533M
- Active participants
- 8,041
- With balances
- 8,817
Plan year beginning 02/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Iwdc Of So Oh Benefit Trust | Plan administrator, Direct payment from the plan | $472,972 |
| Empower Annuity Insurance Company | Recordkeeping fees | $396,826 |
| Overmyer Hall Associates | Insurance agents and brokers, Insurance services, Direct payment from the plan | $89,654 |
| Faulkner, Hoffman & Phillips, Llp | Legal, Direct payment from the plan | $71,691 |
| Bridgeway Benefit Technologies | Claims processing, Direct payment from the plan | $64,248 |
| Clark, Schaefer, Hackett & Co. | Accounting, Direct payment from the plan | $61,262 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $56,333 |
| Iwdc Of So Oh Pension Trust | Plan administrator, Direct payment from the plan | $34,613 |
| Volo Technologies | Other services, Direct payment from the plan | $25,246 |
| Datamation Imaging Services | Other services, Direct payment from the plan | $16,433 |
| Quality Publishing Company | Other services, Direct payment from the plan | $10,391 |
| Nephox, Llc | Other services, Direct payment from the plan | $7,788 |
| U.S. Bank | Other services, Direct payment from the plan | $6,966 |