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Original filing (PDF)20250724152009NAL0006415520001
BOARD OF TRUSTEES HEAT AND FROST INSULATORS LOCAL 12
Form 5500
FILING_RECEIVED
WELFARE FUND OF HEAT AND FROST INSULATORS LOCAL 12
Health & welfare plan
Signals · 4
100% in single holding~420 bps in Sched C feesNo recordkeeper disclosed16 service providers
Active participants
405
Accounts w/ balance
—
Plan assets (EOY)
$32.3M
Net assets (EOY)
$25.6M
How this plan invests
This plan
2 pooled trusts
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: LONGVIEW BROAD MARKET 3000 INDEX FUND (extraction pending)]" is 100% of plan.
- 420 bps in Schedule C fees — 1349% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES HEAT AND FROST INSULATORS LOCAL 12.
Plan sponsor
Name
BOARD OF TRUSTEES HEAT AND FROST INSULATORS LOCAL 12
EIN
11-6302784
Address
35-53 24TH STREET · LONG ISLAND CITY, NY · 11106
Phone
(718) 784-8883
Industry
Plumbing, Heating, AC Contractors· 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
2025-07-24
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4Q · Other
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
SCHULTHEIS & PANETTIERI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | AUDITOR | $212K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLLERAN, O'HARA & MILLS, LLP | 11-2940050 | — | ATTORNEY | $75K | — |
Other
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, LLC | 47-0854646 | — | NONE | $592K | — |
| SEGAL COMPANY (EASTERN STATES) | 13-1835864 | — | NONE | $108K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $91K | — |
| MAGALI AVILA | 11-6302784 | — | NONE | $72K | — |
| PROSKAUER ROSE LLP | 13-1840454 | — | NONE | $55K | — |
| EAGLE ASSET MANAGEMENT | 59-2385219 | — | NONE | $53K | — |
| OPTUMRX, INC. | 33-0441200 | — | NONE | $24K | — |
| BENEFIT RESOURCE, LLC | — | ROCHESTER, NY | NONE | $23K | — |
| M&T BANK | 16-0538020 | — | NONE | $22K | — |
| HIGHLAND CAPITAL MANAGEMENT | 27-5440911 | — | NONE | $15K | — |
| REYNOLDS CONSULTING SERVICES, LLC | 20-1899564 | — | NONE | $6K | — |
| PAYCHEX, INC. | 16-1124166 | — | NONE | $6K | — |
| QUADIENT LEASING USA, INC. | 16-1753763 | — | NONE | $5K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $0 | — |
Investments
2 pooled funds· $7.3M(22% 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 |
|---|---|---|---|---|---|---|
| LONGVIEW BROAD MARKET 3000 IND FUND AMALGAMATED BANK · EIN 46-2044954 / PN 020 | Common Collective Trust | — | — | $7.3M | 22.4% | |
| LONGVIEW LARGECAP 500 IND VEBA FUND AMALGAMATED BANK · EIN 13-4015803 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% |