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Original filing (PDF)20251014090203NAL0003481440005
BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
UAW LOCAL 2179 HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 2
~333 bps in Sched C feesNo recordkeeper disclosed
Active participants
205
Accounts w/ balance
—
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.1M
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
- 333 bps in Schedule C fees — 541% 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 BOARD OF TRUSTEES.
Plan sponsor
Name
BOARD OF TRUSTEES
DBA
UAW LOCAL 2179 HEALTH AND WELFARE PLAN
EIN
11-3480435
Address
629 FIFTH AVENUE · SUITE 228 · PELHAM, NY · 10803
Phone
(212) 674-5231
Industry
Professional & Technical Servicessee 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
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
GOULD, KOBRICK, & SCHLAPP P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AHALYA PERSAUD | 11-3480435 | PELHAM, NY | NONE | $107K | — |
| GOULD, KOBRICK, & SCHLAPP P.C. | 13-3082707 | NEW YORK, NY | NONE | $14K | — |
| UAW LOCAL 2179 | 13-3693452 | PELHAM, NY | RELATED UNION | $7K | — |
| EISNER & DICTOR, P.C. | 13-3726300 | NEW YORK, NY | NONE | $6K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | NONE | $6K | — |
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.