Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees of Iron Workers St. Louis District Council AnnuityProfit-sharing plan

IRON WORKERS ST. LOUIS DISTRICT COUNCIL ANNUITY TRUST FUND · MARYLAND HEIGHTS, MO · plan year 2023

Reported admin expense ratio · 2023
0.41%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Board of Trustees of Iron Workers St. Louis District Council Annuity reported $1,369,123 in plan administrative expenses for 2023: 0.41% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5,804 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.47% to 0.41%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,601 comparable plans and shown alongside other construction employers. By assets it is the 77th-largest of 1,393 plans among Missouri employers on file, and the 195th of 5,337 in construction.

Plan summary
Net assets, end of year$362,353,880
Participants with balances5,128
Active participants4,950
Employer contributions$28,729,702
Employee contributions—
Employer contribution per active participant$5,804
Average account balance$70,662
Benefits paid to participants$25,630,215
Plan auditUnmodified (clean) audit opinion
AuditorANDERS MINKLER HUBER HELM LLP
Plan history2
Yearassets · accounts · employer contribution
2023$362.4M · 5,128 accts · $28.7M emplr
2022$301.1M · 5,069 accts · $27.5M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$244,031
Investment management$402,812
Audit (IQPA)$80,518
Trustee / custodial$321,090
Total administrative$1,369,123
Employer contributions to the Board of Trustees of Iron Workers St. Louis District Council Annuity plan · 2023
Employer contribution per active participant$5,804
Median for plans this size$4,362
2023$5,804 per active participant
2022$5,579 per active participant

Board of Trustees of Iron Workers St. Louis District Council Annuity's 2023 employer contribution ran above the $4,362 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202310
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping$321,090
BENESYS, INC · Contract administrator$274,720
JOHNSON & KROL, LLC · Legal$180,173
COMMERCE BANK · Investment management$122,753
ANDERS CPAS + ADVISORS · Accounting / audit$114,372
SEGALL BRYANT & HAMILL, LLC · Investment management$58,383
MARQUETTE ASSOCIATES, INC. · Investment management$46,383
NATIONAL INVESTMENT SERVICES · Investment management$42,822
ATLANTA SOSNOFF CAPITAL, LLC · Investment management$42,594
ALOHA PRINT & COPY$8,387

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$1,369,123 · 0.41%
2022$1,379,879 · 0.47%
Similar plansConstruction · Missouri
Ibew Local Union No. 124 MO$445.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431267550 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.