How big is Board of Trustees of the Worcester Plumbers &'s plan?

Board of Trustees of the Worcester Plumbers &'s plan reported $10.4M in assets and 282 participants for 2024.

Original filing (PDF)20251014190048NAL0003536001001

Board of Trustees of the Worcester Plumbers &

Name: Board of Trustees of the Worcester Plumbers & — Form 5500 Plan 501 (2024)
Creator: Board of Trustees of the Worcester Plumbers &
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Worcester Plumbers & Pipefitters Health & Welfare Fund

Health & welfare plan · Board of Trustees of the Worcester Plumbers &'s Worcester Plumbers & Pipefitters Health & Welfare Fund held $10.4M in plan assets for 282 participants in 2024.

Signals · 3

90% in single holding~138 bps in Sched C fees6 service providers

Active participants

282

Accounts w/ balance

—

Plan assets (EOY)

$10.4M

Net assets (EOY)

$10.3M

Plan identifiers

Board of Trustees of the Worcester Plumbers &'s EIN is 04-6124621.

EIN 04-6124621

Plan number 501

Plan year 2024

ACK ID 20251014190048NAL0003536001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Board of Trustees of the Worcester Plumbers & from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Board of Trustees of the Worcester Plumbers &'s plan includes health coverage, life insurance, dental coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOARD OF TRUSTEES OF THE WORCESTER PLUMBERS &.

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How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (3rd percentile).

Plan sponsor

Name

BOARD OF TRUSTEES OF THE WORCESTER PLUMBERS &

DBA

PIPEFITTERS LOCAL 4 HEALTH AND WELFARE FUND

EIN

all filings

Address

8 FAIRFIELD BLVD SUITE 105 / · P.O BOX 5817 · WALLINGFORD, CT · 06492

Phone

(203) 949-3244

Industry

Other Services (ex. Public Admin)

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

2025-10-14

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life insurance

4D · Dental

4F · Temporary disability (accident and sickness)

4U · Collectively bargained welfare benefit arrangement (Code section 419A(f)(5))

Audit & trust (Schedule H)

Auditor

NOVAK FRANCELLA, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
ZENITH AMERICAN SOLUTIONS, INC.	52-1590516	WALLINGFORD, CT	NONE	$51K	—
SEGAL COMPANY	13-2646110	BOSTON, MA	NONE	$38K	—
ROBERT M. CHEVERIE & ASSOCIATES	06-1335139	HARTFORD, CT	NONE	$24K	—
NOVAK FRANCELLA, LLC	61-1436956