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Original filing (PDF)20251015084321NAL0004097313002
SHEET METAL WORKERS LOCAL NO 63 HEALTH AND WELFARE FUND
Form 5500
FILING_RECEIVED
SHEET METAL WORKERS LOCAL NO 63 HEALTH AND WELFARE FUND
Health & welfare plan
Signals · 1
12 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHEET METAL WORKERS LOCAL NO 63 HEALTH AND WELFARE FUND.
Plan sponsor
Name
SHEET METAL WORKERS LOCAL NO 63 HEALTH AND WELFARE FUND
EIN
04-6116422
Address
1157 ADAMS STREET, 1ST FLOOR · DORCHESTER, MA · 02124
Phone
(617) 898-1301
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
MANZI & ASSOCIATES LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | 04-1045815 | — | NONE | $231K | — |
| ELAINE LAFLEUR | 04-6116422 | — | EMPLOYEE | $89K | — |
| SAVEON | — | BUFFALO, NY | NONE | $75K | — |
| FOLEY CONNELLY | — | WEST SPRINGFIELD, MA | NONE | $38K | — |
| MANZI & ASSOCIATES LLC | 04-3508036 | — | NONE | $30K | — |
| KRAKOW, SOURIS AND LANDRY | 04-3363718 | — | NONE | $23K | — |
| AJE FINANCIAL | — | LUDLOW, MA | NONE | $14K | — |
| COMPUDAT SYSTEMS | — | SALEM, MA | NONE | $12K | — |
| LAPIER, DILLON AND ASSOCIATES PC | 32-0048525 | — | NONE | $11K | — |
| CBIZ SAVITZ | 31-1582098 | — | NONE | $9K | — |
| MODERN ASSISTANCE | 04-3014253 | — | NONE | $7K | — |
| SEGAL MARCO ADVISORS | 36-3555078 | — | NONE | $6K | — |
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.