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Original filing (PDF)20250925150206NAL0003605971001
BOARD OF TRUSTEES IUOE LOCAL 478 HEALTH BENEFITS FUND
Form 5500
FILING_RECEIVED
IUOE LOCAL NO. 478 HEALTH BENEFITS FUND
Health & welfare plan
Signals · 4
100% in single holding~430 bps in Sched C feesNo recordkeeper disclosed52 service providers
Active participants
2,550
Accounts w/ balance
—
Plan assets (EOY)
$137.4M
Net assets (EOY)
$123.9M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "[DFE: EQUITY INDEX NON-LENDABLE FUND B (extraction pending)]" is 100% of plan.
- 430 bps in Schedule C fees — 4203% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES IUOE LOCAL 478 HEALTH BENEFITS FUND.
Plan sponsor
Name
BOARD OF TRUSTEES IUOE LOCAL 478 HEALTH BENEFITS FUND
EIN
06-0662089
Address
1965 DIXWELL AVENUE · HAMDEN, CT · 065142400
Phone
(203) 288-9261
Industry
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
2025-09-25
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4U · Dependent Care
4C · Supplemental Unemployment
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
SCHULTHEIS & PANETTIERI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
52 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | AUDITOR | $61K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT M. CHEVERIE & ASSOC. P.C. | 06-1335139 | — | ATTORNEY | $146K | — |
Other
50| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM HEALTH PLANS, INC | 06-1475928 | — | NONE | $1.2M | — |
| CT COMPUTER SERVICE | 06-1106155 | — | IT SERVICES | $326K | — |
| C. EDWARDS | 06-0662089 | — | NONE | $209K | — |
| TELLIGEN, INC. | 42-0992483 | — | NONE | $205K | — |
| L. LINTON | 06-0662089 | — | NONE | $201K | — |
| D. SINISCALCHI | 06-0662089 | — | NONE | $198K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $177K | — |
| S. ZLAMANY | 06-0662089 | — | NONE | $175K | — |
| CT COALITION OF TAFT HARTLEY FUNDS | 22-3176650 | — | NONE | $158K | — |
| K. DWYER | 06-0662089 | — | NONE | $158K | — |
| C. DESKIN-MERWEDE | 06-0662089 | — | NONE | $154K | — |
| DELTA DENTAL OF NEW JERSEY, INC. | 22-1896118 | — | NONE | $146K | — |
| OPTUM RX INC. | 33-0441200 | — | NONE | $145K | — |
| D. PALMIERI | 06-0662089 | — | NONE | $141K | — |
| REID & RIEGE, P.C. | 06-0867204 | — | NONE | $140K | — |
| T. DESKIN | 06-0662089 | — | NONE | $137K | — |
| D. MARCANTONIO | 06-0662089 | — | NONE | $123K | — |
| L. HINES | 06-0662089 | — | NONE | $118K | — |
| C. KLEIN | 06-0662089 | — | NONE | $109K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $105K | — |
| MACKAY SHIELDS LLC | 13-5582869 | — | NONE | $93K | — |
| K. DELANEY | 06-0662089 | — | NONE | $87K | — |
| K. BOOBER | 06-0662089 | — | NONE | $87K | — |
| P. MCEWEN | 06-0662089 | — | NONE | $83K | — |
| M. CAREY | 06-0662089 | — | NONE | $83K | — |
| COUNSELING CENTER OF WATERBURY, LLC | 81-4652807 | — | NONE | $83K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $74K | — |
| M. PACELLI | 06-0662089 | — | NONE | $73K | — |
| N. BONTATIBUS | 06-0662089 | — | NONE | $72K | — |
| A. CORDIER | 06-0662089 | — | NONE | $70K | — |
| C. JABAUT | 06-0662089 | — | NONE | $69K | — |
| C. LAGOS | 06-0662089 | — | NONE | $65K | — |
| UNION PRINTING INC | 06-1414431 | — | PRINTING CO. | $60K | — |
| C. METZ | 06-0662089 | — | NONE | $58K | — |
| RED-CARD SYSTEMS, LLC | 20-5388701 | — | NONE | $54K | — |
| I. FEBRES | 06-0662089 | — | NONE | $49K | — |
| S. DUNN | 06-0662089 | — | NONE | $33K | — |
| L. PINGTREE | 06-0662089 | — | NONE | $31K | — |
| FIDELITY SECURITY LIFE INSURANCE CO | 43-0949844 | — | NONE | $30K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $27K | — |
| KAINEN, ESCALERA, & MICHALE, PC | 06-1570016 | — | NONE | $22K | — |
| STATE STREET BANK AND TRUST COMPANY | 04-1867445 | — | NONE | $22K | — |
| CHARLES KANTOR, MD | — | HARTFORD, CT | NONE | $18K | — |
| IDEAL PRINTING COMPANY, INC | 06-0399620 | — | NONE | $14K | — |
| SR BUSINESS SYSTEMS | 06-0899035 | — | NONE | $13K | — |
| BLACKROCK INST TRUST | 94-3112180 | — | NONE | $9K | — |
| HINGE HEALTH, INC. | — | SAN FRANCISCO, CA | NONE | $8K | — |
| SUREFIRE CYBER, INC. | — | CAROL STREAM, IL | NONE | $6K | — |
| MPL, LLC | 06-1537302 | — | NONE | $0 | — |
| SEGAL SELECT INSURANCE SERVICES INC | 46-0619194 | — | NONE | $0 | — |
Investments
1 pooled fund· $27.4M(20% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EQUITY INDEX NON-LENDABLE FUND B BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6581656 / PN 001 | Common Collective Trust | — | — | $27.4M | 19.9% |