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Original filing (PDF)20251007085932NAL0004351457001
ROOFERS AND SLATERS LOCAL EMPLOYEE BENEFIT PLAN
Form 5500
FILING_RECEIVED
ROOFERS AND SLATERS LOCAL 248 HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 1
~480 bps in Sched C fees
Active participants
31
Accounts w/ balance
—
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 480 bps in Schedule C fees — 823% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROOFERS AND SLATERS LOCAL EMPLOYEE BENEFIT PLAN.
Plan sponsor
Name
ROOFERS AND SLATERS LOCAL EMPLOYEE BENEFIT PLAN
EIN
04-2172112
Address
595 SOUTHAMPTON RD · WESTFIELD, MA · 010851329
Phone
(413) 594-5291
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4J · Apprenticeship and Training
Audit & trust (Schedule H)
Auditor
LAPIER DILLON AND ASSOCIATES PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KARA ADAMITES BROWN | — | WESTFIELD, MA | PLAN ADMINISTRATOR | $58K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAPIER DILLON AND ASSOCIATES PC | 32-0048525 | — | AUDITORS | $21K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL ROTIMAN | — | BOSTON, MA | COUNSEL | $6K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NANCY GOP | — | WESTFIELD, MA | ADMINISTRATIVE ASSISTANT | $17K | — |
| VINCENT ROSSI | — | WESTFIELD, MA | ADM. EDUCATION | $12K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.