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Original filing (PDF)20251012124508NAL0000441201002
EXCAVATORS UNION 731 WELFARE
Form 5500
FILING_RECEIVED
EXCAVATORS UNION LOCAL 731 WELFARE FUND
Health & welfare plan
Signals · 2
No recordkeeper disclosed27 service providers
Active participants
4,820
Accounts w/ balance
—
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
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
- 66 bps in Schedule C fees — 1230% above peer band of 5 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 EXCAVATORS UNION 731 WELFARE.
Plan sponsor
Name
EXCAVATORS UNION 731 WELFARE
EIN
13-1615440
Address
34-11 35TH AVENUE · ASTORIA, NY · 11106
Phone
(718) 391-0430
Industry
Finance & Insurancesee 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
2025-10-12
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4C · Supplemental Unemployment
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
CASTIGLIA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
27 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CASTIGLIA LLP | 46-2725636 | — | AUDIT AND ATTESTATION | $237K | — |
Legal counsel
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MELVIN FEDER | 13-3593661 | — | ATTORNEY | $333K | — |
| LERNER LAW | 27-3629002 | — | ATTORNEY | $8K | — |
Other
24| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPIRE BLUECROSS BLUESHIELD | 23-7391136 | — | NONE | $3.9M | — |
| ATALANTA SOSNOFF CAPITAL, LLC | 20-0461050 | — | NONE | $467K | — |
| BARROW HANLEY | 75-2403190 | — | NONE | $422K | — |
| ALLIANCE BERNSTEIN | 13-4064930 | — | NONE | $321K | — |
| DELTA DENTAL | — | NEW YORK, NY | NONE | $298K | — |
| CAREMARK | 75-2888212 | — | NONE | $242K | — |
| PIMCO | 33-0629048 | LOS ANGELES, CA | NONE | $225K | — |
| SEGAL CO. | 13-1835864 | — | NONE | $166K | — |
| JESSICA PIZA | 13-1615440 | — | NONE | $112K | — |
| JP MORGAN | 13-4994650 | — | NONE | $112K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | — | MAPLE SHADE, NJ | NONE | $95K | — |
| LYDIA DESHONG | 13-1615440 | — | NONE | $91K | — |
| YVETTE RIVERA | 13-1615440 | — | NONE | $71K | — |
| D SAN ANDRES | 13-1615440 | — | NONE | $68K | — |
| NICOLE LANZAROTTA | 13-1615440 | — | NONE | $67K | — |
| M CHEN | 13-1615440 | — | NONE | $48K | — |
| PREMIER TECHNOLOGY SOLUTIONS | — | NEW YORK, NY | NONE | $42K | — |
| MERRILL LYNCH | 13-5674085 | — | NONE | $37K | — |
| PART D ADVISORS | — | LIVONIA, MI | NONE | $25K | — |
| SYNTONICS | — | NEW YORK, NY | NONE | $14K | — |
| QUADIANT | — | NEW YORK, NY | NONE | $10K | — |
| STEPHEN O'BEIRNE | — | CLIFTON, NJ | NONE | $10K | — |
| 3P ADMIN SOLUTIONS | 45-3938608 | — | NONE | $6K | — |
| WAGEWORKS | — | DALLAS, TX | NONE | $5K | — |
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.