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Original filing (PDF)20250319113248NAL0003505043001
BOARD OF TRUSTEES OF THE I.U.O.E. LOCAL 14-14B WELFARE FUND
Form 5500
FILING_RECEIVED
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 14-14B WELFARE FD
Health & welfare plan
Signals · 3
~409 bps in Sched C feesNo recordkeeper disclosed15 service providers
Active participants
896
Accounts w/ balance
—
Plan assets (EOY)
$34.1M
Net assets (EOY)
$30.5M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 409 bps in Schedule C fees — 1309% above peer band of 29 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 OF THE I.U.O.E. LOCAL 14-14B WELFARE FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE I.U.O.E. LOCAL 14-14B WELFARE FUND
EIN
11-2392159
Address
159-18 NORTHERN BOULEVARD · FLUSHING, NY · 11358
Phone
(718) 939-1489
Industry
Constructionsee all
Plan administrator
Name
BOARD OF TRUSTEES OF THE I.U.O.E. LOCAL 14-14B WELFARE FUND
EIN
11-2392159
City
FLUSHING, NY
Phone
(718) 939-1489
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-19
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
SCHULTHEIS & PANETTIERI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGE ADVISORY SERVICES, LTD. CO. | 74-2798841 | — | INVESTMENT MANAGER | $51K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | AUDITOR | $160K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRADY, MCGUIRE & STEINBERG, P.C. | 13-4089943 | — | ATTORNEY | $49K | — |
Other
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS | 23-7391136 | — | NONE | $629K | — |
| LABOR FIRST, LLC | 06-1750191 | — | NONE | $151K | — |
| THE SEGAL COMPANY (EASTERN STATES) | 13-1835864 | — | NONE | $118K | — |
| HEALTH BENEFITS RESEARCH INC. | 27-3458128 | — | NONE | $52K | — |
| DELTA DENTAL OF NEW YORK | 11-1980218 | — | NONE | $49K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $43K | — |
| TELEMEDICINE MANAGEMENT, INC. | 26-1306606 | — | NONE | $32K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $21K | — |
| CUNNINGHAM & CUNNINGHAM, LLP | 06-1506457 | — | NONE | $13K | — |
| KAUFF, MCGUIRE & MARGOLIS, LLP | 13-3573855 | — | NONE | $13K | — |
| INVESCO ADVISERS, INC. | 58-1707262 | — | NONE | $11K | — |
| OPTUMRX, INC | 33-0441200 | — | NONE | $54 | — |
Investments
2 pooled funds· $6.0M(18% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| INVESCO INSTITUTIONAL TRUST BALANCE INVESCO ASSET MANAGEMENT · EIN 27-3783895 / PN 001 | 103-12 Investment Entity | $3.2M | 9.3% |
| RHUMBLINE S&P INDEX POOLED TRUST RHUMBLINE ADVISERS CORP. · EIN 04-6752198 / PN 001 | 103-12 Investment Entity | $2.8M | 8.3% |