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Original filing (PDF)20250930091203NAL0016258803001
OPERATING ENGINEERS LOCAL 57
Form 5500
FILING_RECEIVED
OPERATING ENGINEERS LOCAL 57 LEGAL SERVICES FUND
Health & welfare plan
Signals · 2
~2736 bps in Sched C feesNo recordkeeper disclosed
Active participants
936
Accounts w/ balance
—
Plan assets (EOY)
$782K
Net assets (EOY)
$782K
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
- 2736 bps in Schedule C fees — 1632% above peer band of 158 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 OPERATING ENGINEERS LOCAL 57.
Plan sponsor
Name
OPERATING ENGINEERS LOCAL 57
DBA
LEGAL SERVICES PLAN
EIN
05-0390663
Address
857 CENTRAL AVENUE · JOHNSTON, RI · 02919
Phone
(401) 331-9191
Industry
Constructionsee all
Plan administrator
Name
OPERATING ENGINEERS LOCAL 57
EIN
05-0390663
City
JOHNSTON, RI
Phone
(401) 331-9191
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Welfare benefit codes
4G · Prepaid Legal
Audit & trust (Schedule H)
Auditor
WARD FISHER & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CATHERINE E GRAZIANO | 03-9309543 | CRANSTON, RI | NONE | $100K | — |
| HOLT LAW, LLC | 82-4596697 | CRANSTON, RI | NONE | $100K | — |
| WARD, FISHER & CO LLP | 05-0234540 | WARWICK, RI | NONE | $15K | — |
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.
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