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Original filing (PDF)20250730092207NAL0002206019001
BOARD OF TRUSTEES LOCAL 450A WELFARE FUND
Form 5500
FILING_RECEIVED
AMALGAMATED UNION LOCAL 450A WELFARE FUND
Health & welfare plan
Signals · 2
~2378 bps in Sched C feesNo recordkeeper disclosed
Active participants
356
Accounts w/ balance
—
Plan assets (EOY)
$606K
Net assets (EOY)
$606K
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
- 2378 bps in Schedule C fees — 1405% 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 BOARD OF TRUSTEES LOCAL 450A WELFARE FUND.
Plan sponsor
Name
BOARD OF TRUSTEES LOCAL 450A WELFARE FUND
EIN
06-1697982
Address
212-07 16TH AVENUE 2ND FL · BAYSIDE, NY · 11360
Phone
(718) 428-4167
Industry
Other Services (ex. Public Admin)see 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
2025-07-30
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN ADVISORS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DIOSCURI ADMINISTRATOR INC. | 11-3408631 | BAYSIDE, NY | CONTRACT ADMINISTRATOR | $110K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY LLP | 22-2428965 | JERICHO, NY | ACCOUNTANT | $16K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARNES, IACCARINO & SHEPHERD LLP | 26-3858697 | HEMPSTEAD, NY | ATTORNEY | $18K | — |
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.