2021-12-14T14:43:38-06:00 2021-01-31 310800053 CLARK SCHAEFER HACKETT & CO 10100 INNOVATION DRIVE DAYTON OH 45342 990 2020-02-01 310557391 IRONWORKERS DISTRICT COUNCIL OF SOUTHERN OHIO AND VICINITY BENEFIT TRUST IRON 9374541744 1470 WORLDWIDE PLACE VANDALIA OH 45377 PENNY BROWN ADMINISTRATIVE MANAGER 9374541744 2021-12-14 1 PENNY BROWN 999009999 ANNA M HELFEN CPA P01686651 9372260070 2021-12-14 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z PENNY BROWN 1470 WORLDWIDE PLACE VANDALIA OH 45377 60758263 0 X N/A X 1952 OH PROVIDE HEALTH, DENTAL, VISION, & DISABILITY BENEFITS TO PARTICIPANTS, DEPENDANTS, & RETIREES 19 19 11 0 1382330 0 0 0 59683760 54745141 1001649 1378903 0 0 60685409 56124044 0 0 51267383 50503070 839116 837112 0 0 0 3136656 2549006 55243155 53889188 5442254 2234856 43385135 46414864 170946 231712 43214189 46183152 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 1 137 0 11 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 19 19 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 RON STARKEY LABOR TRUSTEE (CO-CHAIR) 2.00 X X 0 0 0 CRAIG WANNER EMPLOYER TRUSTEE (CO-CHAIR) 2.00 X X 0 0 0 BENTON AMBURGEY LABOR TRUSTEE 2.00 X 0 0 0 DAVID BAKER LABOR TRUSTEE 2.00 X 0 0 0 MARK BISHOP EMPLOYER TRUSTEE 2.00 X 0 0 0 JEFF BUSH SR LABOR TRUSTEE 2.00 X 0 0 0 TOMMY CARRIER LABOR TRUSTEE 2.00 X 0 0 0 RALPH COPLEY LABOR TRUSTEE (LEFT) 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 ROBERT 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 ROBERT KARA LABOR 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 CLINTON SUGGS EMPLOYER TRUSTEE 2.00 X 0 0 0 JOHN R WHITAKER LABOR TRUSTEE (JOINED) 2.00 X 0 0 0 BRADLEY WINANS LABOR TRUSTEE 2.00 X 0 0 0 PENNY BROWN ADMINISTRATIVE MANAGER 40.00 X 127400 0 24957 127400 0 24957 1 0 1 0 ANTHEM BLUE CROSS BLUE SHIELD 3075 VANDERCAR WAY CINCINNATI OH 45209 CLAIMS CONTRACT ADMINSTRATOR 1335638 1 EMPLOYER CONTRIBUTIONS 525100 45517269 45517269 INDIVIDUAL CONTRIBUTION 525100 9227872 9227872 54745141 1013107 1013107 5000015 4630792 3427 369223 -3427 365796 -3427 369223 56124044 54741714 1382330 0 X 50503070 127400 416050 48393 204403 40866 22315 77422 26357 99951 94717 152989 16811 44240 14627 CLAIMS ADMINISTRATION F 1335638 STOP LOSS INSURANCE 1009840 CHANGE IN PENSION LIABI 322139 ACTUARY/CONSULTING 287041 -955081 53889188 9039241 15060768 5560698 5548399 156 156 1072202 698719 420451 373483 28364589 25432058 43385135 46414864 92219 75791 78727 155921 170946 231712 X 0 0 0 0 43214189 46183152 43214189 46183152 43385135 46414864 2234856 734107 0 X X 0 1 X 1 0 1072202 698719 373483 373483 PENSION OBLIGATION 155921 155921 56835221 734107 3427 737534 56097687 26357 26357 56124044 53866258 3427 3427 53862831 26357 26357 53889188 PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 3,427. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 3,427. 0 0 0 PENNY BROWN ADMINISTRATIVE MANAGER 127400 0 0 0 0 0 6375 0 18582 0 152357 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 IX, LINE 24E COLLECTION FEES 43,691. FEDERAL EXCISE TAX 16,470. PENSION BENEFIT GUARANTEED 11,685. MEMBERSHIP FEES 8,014. MISCELLANEOUS 148. ALLOCATED TO ANNUITY TRUST -475,420. ALLOCATED TO PENSION TRUST -559,669. 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 157 W-2S WERE ISSUED TO PARTICIPANTS RECEIVING DISABILITY PAYMENTS IN 2020. 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 3 D CONSTRUCTION LLC A C DELLOVADE INC ABATE IRWIN INC ACE STEEL ERECTION INC ADR LLC ADVANCED STEEL ERECTORS LLC ADVANTAGE STEEL AECOM INDUSTRIAL MAINTENANCE I AIM CONSTRUCTION INC AKRON ERECTORS INC ALBERICI CONSTRUCTION ALLARD EXCAVATION LLC ALLSTATES REFRACTORY CONTRACTO ALLTECH ENGINEERING CORP ALTRA MACHINERY MOVERS & RIGGI ALW CONSTRUCTION LLC AMBAR INC AMERICAN INDUSTRIAL DOOR ANCHOR CONVEYOR SOUTH BEND I APTIM SERVICES LLC ARCHITECTURAL METAL ARCWELD INC ARISTEO CONSTRUCTION COMPANY ARMSTRONG STEEL EREC INC ASSEMBLERS INC ATLAS INDUSTRIAL AZCO INC BACOM INC BARES FENCE COMPANY LLC BARNHART CRANE & RIGGING CO BARTON MALOW CO BEATY CONSTR INC BEAVER CONSTRUCTORS BEDESCHI MID-WEST CONVEYOR CO BEE STEEL INC BEN HUR CONSTR CO INC BHC HOLDING COMPANY BHI ENERGY BLACK SWAMP STEEL INC BMWC BOWEN ENGINEERING CORP BOWER & ASSOCIATES INC BRANDSAFWAY INDUSTRIES LLC BRAYMAN CONSTRUCTION & TRUMBUL BROWN SERVICES LLC BUILDING ERECTION SERVICES CO C & B ENERGY SERVICES LLC C & G ERECTORS INC C & L CONSTR CO INC C L MCGUIRE INC C R MEYER AND SONS COMPANY CAPITAL CITY GROUP INC CARDINAL CONTRACTING LLC CENTRAL KENTUCKY INDUSTRIAL I CENTRAL WELDING INC CGT CONSTRUCTION LLC CHAPMAN CORPORATION CHC FABRICATING CORP CHICAGO DECKING INC CHICAGO STEEL CONSTRUCTION CITISTEEL CLAY'S PERFORMANCE CONSTR LLC CLEVENGER CONTRS INC CMF GROUP COBRA IRON WORKS INC COLLIER CONSTRUCTION SERVICES COLLIER SAFETY SERVICES LLC COLLINS & HERMANN INC COLUMBUS STEEL ERECTORS INC COMMERCIAL CONTRACTING CONSOLIDATED RIGGERS INC CONSTANT VOLTAGE WELDING LLC CONSTRUCTION & TURNAROUND CRANE INDUSTRIAL CREATIVE FABRICATION LTD CROWN CORR INC CUNDIFF STEEL FABRICATORS D & D MACHINERY MOVERS DALTON HARTMAN GROUP INC DARANA MECHANICAL LLC DAVIS AND HAYES DAVIS ERECTION DAVIS PICKERING & COMPANY INC DAY & ZIMMERMANN NPS INC DAYS CORPORATION DEARBORN CRANE AND ENGINEERING DELROSE CONSTRUCTION CO INC DK BAST FOUNDATION SERVICES LL DKM CONSTRUCTION INC DOCK & DOOR INSTALL INC DOCS CRANE & RIGGING INC DON R FRUCHEY INC DOUBLE BEE FENCE DOWNSTATE STEEL ERECTORS INC DPC FABRICATION LLC DUNBAR MECHANICAL INC DUNCAN MACHINERY EARLY CONSTRUCTION CO EASTERN STEEL ECI ERECTORS LLC ECKERT WELDING & ERECTORS IN EDWARDS MOVING & RIGGING INC ELECTRICAL MAINTENANCE AND ELITE IRON SERVICES LLC ENERFAB POWER & INDUSTRIAL INC ERICKSON'S INC EVERS STEEL CONSTRUCTION LLC F A WILHELM CONSTRUCTION IN FASTRAC SOLUTIONS INC FENTON RIGGING CO FLAT ROCK ERECTING INC FLATROCK BRIDGE GROUP FLUOR CONSTRUCTORS INTERNATION FLUOR MAINTENANCE SERVICES INC FOREST CITY ERECTORS INC FORT WAYNE REINFORCING INC FOUNDATION STEEL FREITAG-WEINHARDT INC FUTURE FENCE COMPANY G & G BUILDERS INC G & L CORPORATION G & R MINERAL SERVICES INC GEIGER BROTHERS MECHANICAL GEM INDUSTRIAL INC GENESYS GLOBAL ERECTORS INC GRAE-CON CONSTRUCTION INC GRAYCOR INDUSTRIAL GREGORI CONSTRUCTION & ENG HALL INDUSTRIAL SERVICES INC HALVERSON CONSTR CO INC HAMON CUSTODIS INC HAMPTON IRONWORKS INC HARMON INC HARMON STEEL INC HARRIOTT CONTRACTING LLC HARRIS DAVIS REBAR LLC HAYSLETT CONSTRUCTION HELMICK SPECIALTIES INC HENRY F TEICHMANN INC HENRY GURTZWEILER INC HOFFMAN & COMPANY LLC HOOSIER CRANE HUELSMAN SWEENEY ICC GROUP INC ICON EXTERIOR BUILDING SOLUTIO IG COMMERCIAL INC INDUSTRIAL CONTRACTORSSKANSKA INDUSTRIAL DOOR OF INDUSTRIAL INSTALLATIONS INC INDUSTRIAL MAINTENANCE INDY STEEL ERECTORS INC INDY STUD WELDING INC INTERNATIONAL INDUSTRIAL INTERSTATE ERECTING INC IVY DEVELOPMENT AGENCY J & B STEEL ERECTORS INC J & H REINF & STRUC EREC J & J GENERAL MAINTENANCE I J & R HOLDINGS LLC JAD CONSTRUCTION JAMES H DREW CORPORATION JARVIS DOWNING & EMCH INC JAVIER STEEL CORP JOURNEY STEEL INC KANAWHA VALLEY CONSTRUCTION KENT WELDING INC KIEWIT POWER CONSTRUCTORS CO KINGDOM STEEL LLC KLE CONSTRUCTION CO INC KOKOSING CONSTRUCTION KOKOSING INDUSTRIAL INC L G FOX INC LAGONI ERECTION INC LARSON-DANIELSON CONSTR CO LEGACY ERECTORS LLC LEGENDS CONSTRUCTION COMPANY LESCO DESIGN & MFG CO INC LILJA CORP LMS CONSTRUCTION INC LUNDY REBAR INC M & M STEEL INC M & S GLASS INC M A MORTENSON MADDOX INDUSTRIAL CONTRACTING MARIETTA SILOS LLC MARTIN REINFORCING MASCARO CONSTRUCTION COMPANY MATHENY & SONS MAXIM CRANE WORKS MAYER LANDSCAPING INC MCGRAWKOKOSING INC MCINTYRE BROTHERS INC METRO ELEVATOR CO INC MICRON MILLWRIGHT SERVICES INC MID-ATLANTIC CONSTRUCTION MIDEAST MACHINERY MI-DE-CON INC MID-OHIO MECHANICAL INC MIDWAY STORAGE & DIST LTD MIDWEST FENCE CORP MIDWEST REINFORCING MIDWEST STEEL INC MILLENNIUM STEEL INC MILLER-DAVIS COMPANY MILLWRIGHT INDUSTRIAL SERVICES MISCO ENTERPRISES INC MONEY BANK FORFEIT - 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