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Original filing (PDF)20251013100201NAL0002333826005
BOARD OF TRUSTEES LOCAL 282
Form 5500
FILING_RECEIVED
LOCAL 282 WELFARE TRUST FUND
Health & welfare plan
Signals · 3
~485 bps in Sched C feesNo recordkeeper disclosed61 service providers
Active participants
2,657
Accounts w/ balance
—
Plan assets (EOY)
$184.7M
Net assets (EOY)
$154.5M
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
- 485 bps in Schedule C fees — 4755% above peer band of 10 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 282.
Plan sponsor
Name
BOARD OF TRUSTEES LOCAL 282
DBA
WELFARE TRUST FUND
EIN
11-6244552
Address
2500 MARCUS AVENUE · LAKE SUCCESS, NY · 110421018
Phone
(516) 488-2822
Industry
Transportation & Warehousingsee 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
2025-10-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4G · Prepaid Legal
4L · Death Benefits (other than life insurance)
4Q · Other
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
GOULD, KOBRICK & SCHLAPP, P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
61 rowsOther
61| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPIRE BLUE CROSS & BLUE SHIELD | 23-7391136 | — | NONE | $1.4M | — |
| COHEN, WEISS & SIMON | 13-1592323 | — | UNION ATTY | $759K | — |
| TRIVELLA & FORTE, LLP | 13-4070172 | — | NONE | $651K | — |
| PAYER MATRIX LLC | 81-3946362 | — | NONE | $364K | — |
| MARIO BULDING | 11-6244552 | — | NONE | $296K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | 52-1796473 | — | NONE | $284K | — |
| FALZARANO & CO. | 20-8428954 | — | NONE | $240K | — |
| NORTHWELL DIRECT | 47-5182974 | — | NONE | $233K | — |
| LABOR FIRST | 06-1750191 | — | NONE | $222K | — |
| AMALGAMATED MEDICAL CARE MANAGEMENT | 13-3860528 | — | NONE | $208K | — |
| CITRIN COOPERMAN ADVISORS | 87-2525370 | — | NONE | $179K | — |
| THE SEGAL COMPANY EASTERN STATES | 13-1835864 | — | NONE | $169K | — |
| THOMAS J. ZULTKO | 11-6244552 | — | NONE | $159K | — |
| TOCQUEVILLE ASSET MANAGEMENT LP | 13-3547557 | — | NONE | $140K | — |
| GREEN LIGHT COST MANAGEMENT, LLC | 45-5248276 | — | NONE | $139K | — |
| LOCAL 282 PENSION TRUST FUND | 11-6245313 | — | RELATED FUND | $138K | — |
| STACEY BRAUN ASSOCIATES | 13-2889432 | — | NONE | $135K | — |
| MACKAY SHIELDS | 13-5582869 | — | NONE | $120K | — |
| HONG YING LI | 11-6244552 | — | NONE | $115K | — |
| GOULD, KOBRICK & SCHLAPP, P.C | 11-3082707 | — | NONE | $112K | — |
| OCTAVIA MALONE | 11-6244552 | — | NONE | $107K | — |
| PATRICK SHURE | 11-6244552 | — | NONE | $107K | — |
| HO Y HO | 11-6244552 | — | NONE | $104K | — |
| DIEGO REMACHE | 11-6244552 | — | NONE | $103K | — |
| ERIN A NOVAK | 11-6244552 | — | NONE | $100K | — |
| NICOLE MATTERN | 11-6244552 | — | NONE | $99K | — |
| MARY FRANCES MARTINI | 11-6244552 | — | NONE | $99K | — |
| STERN WONG | 11-6244552 | — | NONE | $98K | — |
| JIMMY CHENG | 11-6244552 | — | NONE | $97K | — |
| WING MAN CHEUNG | 11-6244552 | — | NONE | $92K | — |
| NICOLE SIVERT | 11-6244552 | — | NONE | $89K | — |
| SELEDENT, INC | 11-3310187 | — | NONE | $88K | — |
| AMANDA LAWRENCE | 11-6244552 | — | NONE | $86K | — |
| JASMIN KHEMRAJ | 11-6244552 | — | NONE | $85K | — |
| M&T BANK | 16-0538020 | — | NONE | $84K | — |
| JOSEPH PUCCIO | 11-6244552 | — | NONE | $82K | — |
| OMAR BHATTI | 11-6244552 | — | NONE | $79K | — |
| THOMAS POWERS JR. | 11-6244552 | — | NONE | $78K | — |
| THERESA HIGGINS | 11-6244552 | — | NONE | $77K | — |
| ANTHONY DAQUILA | 11-6244552 | — | NONE | $76K | — |
| MARTHA BOLANOS | 11-6244552 | — | NONE | $76K | — |
| KIMBERLY A ERHART | 11-6244552 | — | NONE | $73K | — |
| DIANNE PERDICARO | 11-6244552 | — | NONE | $71K | — |
| DEBORAH DEFOSSES | 11-6244552 | — | NONE | $71K | — |
| LAUREN M. TLOCZKOWSKI | 11-6244552 | — | NONE | $70K | — |
| INTERCONTINENTAL REAL ESTATE CORP | 04-2895544 | — | NONE | $69K | — |
| MAUREEN CLARKE-THOMPSON | 11-6244552 | — | NONE | $69K | — |
| DAWN CARLUCCI | 11-6244552 | — | NONE | $62K | — |
| JILL A. LOMBARDI | 11-6244552 | — | NONE | $59K | — |
| ALEXUS WARREN | 11-6244552 | — | NONE | $55K | — |
| SARAH SPOONER | 11-6244552 | — | NONE | $52K | — |
| SAROJNI DEONARINE | 11-6244552 | — | NONE | $51K | — |
| LYNN MACALUSO | 11-6244552 | — | NONE | $50K | — |
| DAVIWATTIE SINGH | 11-6244552 | — | NONE | $50K | — |
| TIMOTHY J. LYE | — | ISLIP, NY | NONE | $47K | — |
| DENISE DEANGELIS | 11-6244552 | — | NONE | $33K | — |
| ANDREW HOGARTY | 11-6244552 | — | NONE | $29K | — |
| EMILIA ANTUNES | 11-6244552 | — | NONE | $27K | — |
| ADP INC. | 22-2743714 | — | NONE | $16K | — |
| QUAN VEST CONSULTANTS | 11-2559669 | — | NONE | $16K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | — | — |
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.