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Original filing (PDF)20251004174308NAL0002227425001

BD OF TRUSTEE-ASBESTOS WORKERS LOCAL 6 APPRENT FD

Form 5500
FILING_RECEIVED
ASBESTOS WORKERS LOCAL 6 APPRENTICESHIP FUND
Health & welfare plan
Signals · 3
~1990 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
603
Accounts w/ balance
Plan assets (EOY)
$2.1M
Net assets (EOY)
$1.8M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
80
Participation health
100
Knocking points off
  • 1990 bps in Schedule C fees — 3727% above peer band of 52 bps.
  • No recordkeeper disclosed on Schedule C.
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 BD OF TRUSTEE-ASBESTOS WORKERS LOCAL 6 APPRENT FD.
Plan sponsor
Name
BD OF TRUSTEE-ASBESTOS WORKERS LOCAL 6 APPRENT FD
EIN
04-6374405
Address
1 BATTERYMARCH PARK, SUITE 317 · QUINCY, MA · 02169
Phone
(617) 795-4120
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-04
Welfare benefit codes
4J · Apprenticeship and Training
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

7 rows
Other
7
NameEINLocationRelationDirect compIndirect comp
DANIEL KIRWIN JR.04-6374405EMPLOYEE$199K
RICHARD ROTHWELL04-6374405EMPLOYEE$124K
MICHAEL YOUNG04-6374405EMPLOYEE$67K
H&H BUILDERS, INC.ROCKLAND, MANONE$11K
ASBESTOS WORKERS UNION LOCAL 604-1472045EMPLOYEE ORGANIZATION$8K
SEGAL ROITMAN, LLP04-2489114NONE$8K
NOVAK FRANCELLA, LLC61-1436956NONE$7K

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.