2025-10-24T10:46:12-05:00 2025-01-31 310800053 CLARK SCHAEFER HACKETT & CO 10100 INNOVATION DRIVE DAYTON OH 45342 990 2024-02-01 310557391 IRONWORKERS DISTRICT COUNCIL OF SOUTHERN OHIO AND VICINITY BENEFIT TRUST IRON 9374541744 1470 WORLDWIDE PLACE VANDALIA OH 45377 PENNY BROWN ADMINISTRATIVE MANAGER 9374541744 2025-10-23 1 1 JANE E PFEIFER P00014949 9372260070 2025-10-23 2024 2025-03-06 01:10:19Z PENNY BROWN 1470 WORLDWIDE PLACE VANDALIA OH 45377 79846340 0 X N/A X 1952 OH PROVIDE HEALTH, DENTAL, VISION, & DISABILITY BENEFITS TO PARTICIPANTS, DEPENDANTS, & RETIREES 18 18 13 0 2139327 0 0 0 66276802 76538004 827830 2139327 23374 0 67128006 78677331 0 0 56600906 63320602 1158014 1237743 0 0 0 3493618 3359526 61252538 67917871 5875468 10759460 54872326 62381418 4521343 1351561 50350983 61029857 TO PROVIDE HEALTH, DENTAL, VISION, AND DISABILITY BENEFITS TO PARTICIPANTS, DEPENDANTS, AND RETIREES 0 0 TO PROVIDE FOR THE HEALTH, DENTAL, VISION, AND DISABILITY AND DEATH BENEFIT NEEDS OF THE PARTICIPANTS, DEPENDANTS, AND RETIREES OF THE IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO AND VICINITY 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 1 13 1 1 1 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 X PENNY BROWN 9374541744 1470 WORLDWIDE PLACE VANDALIA OH 453771156 PENNY BROWN ADMINISTRATIVE MANAGER 40.00 X 191011 0 30450 DAVID BAKER LABOR TRUSTEE 2.00 X 0 0 0 MARK BISHOP EMPLOYER TRUSTEE 2.00 X 0 0 0 BRIAN CARTER LABOR TRUSTEE 2.00 X 0 0 0 MARK E DOUGLAS EMPLOYER TRUSTEE 2.00 X 0 0 0 RONALD FISHER EMPLOYER TRUSTEE 2.00 X 0 0 0 ADAM FRUCHEY EMPLOYER TRUSTEE 2.00 X 0 0 0 SCOTT HERMESCH EMPLOYER TRUSTEE 2.00 X 0 0 0 JOHN HESFORD EMPLOYER TRUSTEE 2.00 X 0 0 0 SCOTT MASSIE EMPLOYER TRUSTEE 2.00 X 0 0 0 RUSSELL MONTGOMERY LABOR TRUSTEE 2.00 X 0 0 0 ROBERT MULLETT LABOR TRUSTEE 2.00 X 0 0 0 RODD SHIELDS LABOR TRUSTEE 2.00 X 0 0 0 JAMES STILES LABOR TRUSTEE 2.00 X 0 0 0 CLINTON SUGGS EMPLOYER TRUSTEE 2.00 X 0 0 0 JOHN R WHITAKER LABOR TRUSTEE 2.00 X 0 0 0 BRADLEY WINANS LABOR TRUSTEE 2.00 X 0 0 0 ROBERT KARA LABOR TRUSTEE (CO-CHAIR) 2.00 X X 0 0 0 CRAIG WANNER EMPLOYER TRUSTEE (CO-CHAIR) 2.00 X X 0 0 0 191011 0 30450 1 0 1 0 0 EMPLOYER CONTRIBUTIONS 525100 68501297 68501297 INDIVIDUAL CONTRIBUTION 525100 8036707 8036707 76538004 1508336 1508336 1800000 1169009 630991 630991 630991 78677331 76538004 2139327 0 63320602 221461 648608 64603 238208 64863 273681 80520 19884 45007 76172 169811 196997 103876 59711 25797 STOP LOSS INSURANCE 2127243 CLAIMS ADMINISTRATION F 963845 BANK FEES 88633 COLLECTION FEES 74591 -946242 67917871 21204912 16379777 7811617 9433946 156 156 1214892 893688 380915 321204 25474726 36246335 54872326 62381418 770511 1137489 3750832 214072 4521343 1351561 X 0 0 0 0 50350983 61029857 50350983 61029857 54872326 62381418 10759460 -80586 0 X X 0 1 X 1 0 655996 350102 305894 558896 543586 15310 321204 PENSION LIABILITY 214072 214072 78576861 -80586 -80586 78657447 19884 19884 78677331 67897987 0 67897987 19884 19884 67917871 0 0 0 PENNY BROWN ADMINISTRATIVE MANAGER 191011 0 0 0 0 0 10600 0 19850 0 221461 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ADMINISTRATIVE MANAGER REVIEWS THE FORM 990 AND THEN PROVIDES IT TO THE TRUSTEES TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES ARE REQUIRED TO COMPLY WITH THE REQUIREMENTS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA), AS WELL AS THE INTERNAL REVENUE CODE (IRC), AND THE ATTENDANT REGULATIONS ADOPTED PURSUANT TO BOTH ERISA AND IRC, WITH RESPECT TO NON-EXEMPT PROHIBITED TRANSACTIONS. A MEMBER OF THE PLAN'S LEGAL COUNSEL ATTENDS EACH MEETING OF THE TRUSTEES AND MONITORS ON AN "AS NEEDED" BASIS FOR ANY ACTIVITY THAT COULD GIVE RISE TO POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE TRUSTEES EVALUATE AND ADJUST THE COMPENSATION OF THE ADMINISTRATIVE MANAGER AND OTHER MANAGERIAL PERSONNEL UTILIZING LOCAL MARKET KNOWLEDGE AND EVALUATION OF JOB PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN PROVIDES THE FORM 990 UPON WRITTEN REQUEST FROM THE PUBLIC. THE GOVERNING DOCUMENTS ARE NOT PROVIDED TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES IS CHARGED WITH OVERSIGHT OF THE INDEPENDENT AUDIT. THIS PROCESS IS CONSISTENT WITH THE PRIOR YEAR. FORM 990, PART I, LINE 5 AND PART V, LINE 2A: THE NUMBER OF EMPLOYEES EXCLUDES PARTICIPANT DISABILITY PAYMENTS, WHICH ARE CLASSIFIED AS BENEFITS EXPENSE. A TOTAL OF 131 W-2S WERE ISSUED TO PARTICIPANTS RECEIVING DISABILITY PAYMENTS IN 2024. FORM 990, PART V, LINE 1A: THE PLAN DIRECTLY ISSUES 1099S TO MEDICAL PROVIDERS FOR DENTAL AND VISION SERVICES. IRON WORKERS DCSOV PENSION TRUST 1470 WORLDWIDE PLACE VANDALIA OH 453771156 316127229 RETIREMENT PLAN OH 501(C)(9) N/A N/A 0 IRON WORKERS DCSOV ANNUITY TRUST 1470 WORLDWIDE PLACE VANDALIA OH 453771156 316108920 RETIREMENT PLAN OH 501(C)(9) N/A N/A 0 ACE STEEL ERECTION INC SMITH ERECTORS INC ADVANTAGE STEEL AECOM INDUSTRIAL MAINTENANCE I ACME ERECTORS INC ACE CANOPY ERECTORS INC AGSTEN CONSTRUCTION CO INC ALLTECH ENGINEERING CORP ALPHA MECHANICAL SERVICES INC ALLARD EXCAVATION LLC AKRON ERECTORS INC MAXIM CRANE WORKS ALTRA MACHINERY MOVERS & RIGGI ALBERICI CONSTRUCTION ANCHOR CONVEYOR SOUTH BEND I AMERICAN INDUSTRIAL DOOR AMERICAN HYDRAULIC SERVICES AMW INSTALL LLC ANAGNOS DOOR COMPANY LLC ARCWELD INC BROCK INDUSTRIAL SERVICES LLC ARCHITECTURAL METAL ARMSTRONG STEEL EREC INC ASSEMBLERS INC ATLAS INDUSTRIAL ARISTEO CONSTRUCTION COMPANY AUTOMATIC SYSTEMS INC BLACKHAWK MILLWRIGHT & RIGGING BUCKING IRONWORKS LLC BUILDING ERECTION SERVICES CO BRAYMAN CONSTRUCTION & TRUMBUL BARES FENCE COMPANY LLC CHICAGO STEEL CONSTRUCTION BHI ENERGY BEAVER CONSTRUCTORS BELLE RIVER INDUST SERVICES BRANDSAFWAY INDUSTRIES LLC AZCO INC BABCOCK & WILCOX CONSTR CO I BARNHART CRANE & RIGGING CO WALBRIDGE EQUIPMENT THE BOLDT COMPANY BACOM INC BOWER & ASSOCIATES INC BOWEN ENGINEERING CORP BARTON MALOW CO BEE STEEL INC CHC FABRICATING CORP C & L CONSTR CO INC CHAPMAN CORPORATION COMMERCIAL CONTRACTING CRANE INDUSTRIAL D & D MACHINERY MOVERS A C DELLOVADE INC CLEVENGER CONTRS INC JAMES H DREW CORPORATION DAVIS AND HAYES CONSOLIDATED RIGGERS INC DUNCAN MACHINERY DOUBLE BEE FENCE EARLY CONSTRUCTION CO EASTERN STEEL DKM CONSTRUCTION INC CUNDIFF STEEL FABRICATORS DOCS CRANE & RIGGING INC BLACK SWAMP STEEL INC CENTRAL WELDING INC ECKERT WELDING & ERECTORS IN DUKE & DUKE SERVICES INC COLLINS & HERMANN INC COLUMBUS STEEL ERECTORS INC COBRA IRON WORKS INC CENTRAL KENTUCKY INDUSTRIAL I CARDINAL CONTRACTING LLC CITISTEEL COMMERCIAL CONSTRUCTION INC DISTEL CONSTRUCTION INC DOWNSTATE STEEL ERECTORS INC CAPITAL CITY GROUP INC DEEP SOUTH CRANE & RIGGING CONCRETE ERECTORS INC ECI ERECTORS LLC CL RIECKHOFF COMPANY INC DALTON HARTMAN GROUP INC DAVIS PICKERING & COMPANY INC CLAY'S PERFORMANCE CONSTR LLC DEARBORN MID-WEST COMPANY CROWN CORR INC CONSTANT VOLTAGE WELDING LLC CMF GROUP DEEP SOUTH CRANE & RIGGING LLC CREATIVE FABRICATION LTD COLLIER SAFETY SERVICES LLC ELECTRICAL MAINTENANCE AND ELITE IRON SERVICES LLC DEARBORN CRANE AND ENGINEERING COLLIER CONSTRUCTION SERVICES DK BAST FOUNDATION SERVICES LL DARANA MECHANICAL LLC CPR CONSTRUCTION DAVIS CONSTRUCTION SERVICES L C & C REINFORCING LLC CONCRETE PLUS LLC C & H REBAR LLC ELEMENT 26 SERVICES LLC DERR ISBELL DORAL CORPORATION EAST COAST METAL SYSTEMS ENERFAB POWER & INDUSTRIAL INC EVERS STEEL CONSTRUCTION LLC FASTRAC SOLUTIONS INC FENTON RIGGING CO FLUOR-BWXT PORTSMOUTH LLC FLUOR MAINTENANCE SERVICES INC FLATROCK BRIDGE GROUP FOUNDATION STEEL FLUOR CONSTRUCTORS INTERNATION FLAT ROCK ERECTING INC FORT WAYNE REINFORCING INC FOREST CITY ERECTORS INC DON R FRUCHEY INC FRANK LILL & SON INC FOSBEL INC FRYE MECHANICAL INC FREITAG-WEINHARDT INC G & R MINERAL SERVICES INC G & L CORPORATION GEM INDUSTRIAL INC GENESYS GEIGER BROTHERS MECHANICAL GMAB LLC GRAE-CON CONSTRUCTION INC GRAYCOR INDUSTRIAL GRAHAM INDUSTRIAL MAINTENANCE GARCO CONSTRUCTION INC GREATER CINN BLDG TRADES GREGORI CONSTRUCTION & ENG HENRY GURTZWEILER INC HAMON CUSTODIS INC HAMPTON IRONWORKS INC HARRIOTT CONTRACTING LLC HARMON STEEL INC HARMON INC HARRIS STEEL INC HARRIS DAVIS REBAR LLC HARRIS REBAR PLACING LLC HAYES SERVICES LLC HAYSLETT CONSTRUCTION HEAVY HIGHWAY CONSTRUCTION COM HELMICK SPECIALTIES INC HOFFMAN & COMPANY LLC HOOSIER CRANE HOT TECH INC HUELSMAN SWEENEY BEN HUR CONSTR CO INC ICC GROUP INC INDUSTRIAL TURNKEY SOLUTINS LL INDY STUD WELDING INC INDY STEEL ERECTORS INC INDUSTRIAL CONTRACTORSSKANSKA INTERNATIONAL INDUSTRIAL INDUSTRIAL INSTALLATIONS INC INDUSTRIAL MAINTENANCE IWDC OF SOV BENEFIT TRUST IW LOCAL #787 JAC IWDC OF SOV & VICINITY IW LOCAL #22 IW LOCAL #172 JAC IW LOCAL #44 IW LOCAL #44 JAC IW LOCAL #70 IW LOCAL #769 JAC IW LOCAL #147 IW LOCAL #172 IW LOCAL #290 IW LOCAL #292 IW LOCAL #147 JATC IW LOCAL #292 GENERAL BLDG CON IW LOCAL 292 (OFFICE STAFF) INDUSTRIAL CONSTRUCTION SPECIA INTERNATIONAL ENTRANCES INC IW LOCAL #769 IW LOCAL #787 IW LOCAL #70 JAC IW LOCAL #290 JAC IW LOCAL #22 JAC IVY DEVELOPMENT AGENCY INDUSTRIAL DOOR OF NORTHERN IN J & J GENERAL MAINTENANCE I J & B STEEL ERECTORS INC J & H REINF & STRUC EREC JAVIER STEEL CORP WORLEY INDUSTRIAL SERVICES INC JOURNEY STEEL INC KADILEX CONSTRUCTION KANAWHA VALLEY CONSTRUCTION KIEWIT POWER CONSTRUCTORS CO KENT WELDING INC KENTUCKIANA STEEL ERECTORS LLC KELLEY ORNAMENTAL IRON KLE CONSTRUCTION CO INC KOKOSING INDUSTRIAL INC KOKOSING CONSTRUCTION LA LATTIS ERECTING LLC LAGONI ERECTION INC LARSON-DANIELSON CONSTR CO E P LEACH & SONS INC LESCO DESIGN & MFG CO INC LEE MACHINERY MOVERS INC LEGACY ERECTORS LLC LILJA CORP MILCO NATIONAL CONSTRUCTORS I MASCARO CONSTRUCTION COMPANY MILLWRIGHT INDUSTRIAL SERVICES MCABEE CONSTRUCTION INC MICRON MILLWRIGHT SERVICES INC LUNDY REBAR INC M A MORTENSON MASSARO CORPORATION MCGRAWKOKOSING INC MCINTYRE BROTHERS INC C R MEYER AND SONS COMPANY METRO ELEVATOR CO INC MIDWEST FENCE CORP MID-OHIO MECHANICAL INC MIDWEST REINFORCING MURRAY SHEET METAL CO INC MISCO ENTERPRISES INC MYERS MACHINERY MILLENNIUM STEEL INC MI-DE-CON INC NKC CONVEYOR INSTLN CO NEIGHBORGALL CONSTRUCTION CO MIDWAY STORAGE & DIST LTD MIDWEST STEEL INC NATIONAL MACHINERY & CONVEYOR MORGAN MECHANICAL INC MARIETTA SILOS LLC NATIONAL ENCLOSURE CO C L MCGUIRE INC NITRO CONSTRUCTION SERVICES IN MARTIN REINFORCING MORRISON CONSTRUCTION CO INC NEXT GENERATION CONSTRUCTION NAES POWER CONTRACTORS MIDEAST MACHINERY MOVERS INC MKE IRON ERECTORS INC MANHEIM DELLOVADE LLC M & M STEEL ERECTION INC ON SITE STUD WELDING INC ORBIT MOVERS & ERECTORS INC OVERHEAD CONVEYOR COMPANY PJR & ASSOCIATES INC PADGETT WELDING CO INC PACIFIC ROD IRON LLC THE PANGERE CORPORATION PARKERSBURG-MARIETTA BUILDIN P & G CONSTRUCTION CO PAULY JAIL BUILDING PEARSON EQUIPMENT & SRVC CORP PIONEER PIPE INC PIQUA STEEL COMPANY THE SCHAEFER GROUP INC PIONEER CLADDING & PRIORITY STEEL INDUSTRIAL CONT PREMIUM DOOR & MORE PRECISION STONE SETTING PRECAST SERVICES INC PULLMAN POWER LLC PRO SERVICES INC PRO STEEL ERECTORS LLC RED CEDAR STEEL ERECTORS INC RB MAINTENANCE INC RLC INC RJR ERECTORS CORPORATION REGER COMPANIES INC ROD-TECHS INC REBAR SERVICES LLC JMS FENCE CO DBA-PROFESSIONAL THE RUHLIN COMPANY SECURITY DOOR INC FM SYLVAN INC BRANDSAFWAY SERVICES LLC SCHOMBURG & SCHOMBURG SENCO CONSTRUCTION INC SIEMENS GENERATION SERVICES SANGAMO CONSTRUCTION SPECIALTY CONSTRUCTION LLC SOMERSET STEEL ERECTION CO I SKEENS EXCAVATING INC SPOHN ASSOCIATES INC SR INDUSTRIAL LLC STEEL INSTALLATION CORP THE SELINSKY FORCE LLC SKY STEEL INC MAYNARD C SMITH STEVENS ENGINEERS & CONSTRUCTO STERLING INDUSTRIAL LLC STRUCTURAL SERVICES STRESCORE INC SUPERIOR CONSTRUCTION SOFCO ERECTORS T & A RIGGING INC STEVES DOOR SERVICE LLC STRONG TOWER BUILDING ENVELOPE HENRY F TEICHMANN INC STEVENS IRON WORKS LLC SPECIALIZED EQUIPMENT CONTRACT TATMAN SIMS & PEDIGO CORPORATI SOUTHERN FOLGER CONTRACTING I STAIR ONE INC 3 D CONSTRUCTION LLC TITAN REINFORCING LLC TRI-VALLEY STEEL & FAB LLC TRADE-MARK INDUSTRIAL TRI-STATE ELEVATOR TURNER INDUSTRIAL TONN AND BLANK CONST LLC TRI STATE IRON WORKS INC TUTTLE CONSTRUCTION INC TRIANGLE INC TRON MECHANICAL INC TRI-AMERICA CONTRACTORS INC USA HOIST COMPANY INC TRIVETT CONTRACTING INC TRITON CONSTRUCTION INC TOP TIER IRONWORKS LLC UNITED REBAR INC UNITED IRONWORKERS INC UNITED CONSTRUCTION CO INC VAL-LEE STUD WELDING INC VIKING ERECTORS CORP WALSH CONSTR CO WANNER METAL WORX INC WEAVER STEEL CONSTRUCTION LLC WEST WIND REINFORCING LLC WESTINGHOUSE ELECPCI ENERGY WHITE CONSTRUCTION INC WHALEY STEEL CORPORATION WHITACRE ENGINEERING CO WAI CONSTRUCTION GROUP F A WILHELM CONSTRUCTION IN WISEMAN CONSTRUCTION COINC WYRD LLC XTREME REINFORCING INC YOUNGSTOWN BRIDGE LLC STRCTURAL IRONWORKERS LOCAL 1 IW OF WESTERN PENNSYLVANIA #3 IW LOCAL 5 WELFAREPENSION FUN IRON WORKERS LOCAL 6 IRONWORKERS DC NEW ENGLAND LOCAL #8 MO-KAN IRONWORKERS #10 IRONWORKERS LOCALS #15 & #424 IW LOCAL 16 - GEM GROUP IRON WORKERS LOCAL 17 INTERMOUNTAIN IRONWORKERS TRUS IRONWORKERS LOCAL 25 FRINGE FU IRONWORKERS LOCAL 28 NORTHWEST IRON WORKERS TRUSTS IRON WORKERS DIST COUN WESTERN IRONWORKERS ST LOUIS-BENESYS LOCAL 55 - TOLEDO IRON WORKERS LOCAL #60 IW MID-AMERICA PENSION FUND TEXAS IRON WORKERS #66 DES MOINES IRONWORKERS CALIFORNIA FIELD IRONWORKERS F TEXAS IRONWORKERS-ZENITH ADMIN NORTHWEST IRONWORKERS #86 IOWA IRONWORKERS HEAVY HIGHWAY IW ST LOUIS - BENESYS BOILERMAKERS LOCAL #105 IRONWORKERS LOCAL 111 IRONWORKERS LOCAL #112 IW MID-AMERICA PENSION PLAN CALIFORNIA FIELD IRONWORKERS IW TENNESSEE VALLEY ANNUITY PL MAHONING & TRUMBULL BLDG TRADE IRONWORKERS ST LOUIS-BENESYS IRONWORKERS LOCAL #340 IRONWORKERS TRI-STATE WELFARE IRONWORKERS LOCAL #383 ATLANTA IW LOCAL 387 PENSION IRONWORKERS ST LOUIS DISTRIC C IRONWORKERS L #395 TRUST FUND IRONWORKERS ST LOUIS #396 IRONWORKERS LOCAL 397 IRON WORKERS DC OF PHILADELPHI IRONWORKERS LOCAL 402-GEM GROU IRONWORKERS DC OF WESTERN NY IRONWORKERS TRI-STATE IWDC OF TENN VALLEY & VICINITY ZENITH ADMINISTRATORS-LOCAL498 TWIN CITY IRONWORKERS #512 IRONWORKERS LOCAL 549 IRONWORKERS LOCAL 568 IRONWORKERS LOCAL 597-WELFARE BOILERMAKERS LOCAL #667 SOUTHEASTERN IRONWORKERS ANNUI INTERMOUNTAIN IRONWORKERS AFL-AGC BUILDING TRADES IRONWORKERS LOCAL 808 WILLIAM C EARHART CO SOUTHERN IW - GEM GROUP MONEY BANK TRANSFER TO HRA MONEY BANK FORFEIT - AUTOMATIC 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 IRON WORKERS DCSOV PENSION TRUST K 72039 FMV IRON WORKERS DCSOV PENSION TRUST N 367703 FMV IRON WORKERS DCSOV PENSION TRUST O 218026 FMV IRON WORKERS DCSOV ANNUITY TRUST N 271567 FMV IRON WORKERS DCSOV ANNUITY TRUST O 201404 FMV