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Original filing (PDF)20251015085831NAL0002133235001
U.S.W.U. LOCAL 74 WELFARE FUND BOARD OF TRUSTEES OF U.S.W.U. LOCAL 74
Form 5500
FILING_RECEIVED
U.S.W.U. LOCAL 74 WELFARE FUND
Health & welfare plan
Signals · 4
81% in single holding~305 bps in Sched C feesNo recordkeeper disclosed26 service providers
Active participants
1,964
Accounts w/ balance
—
Plan assets (EOY)
$118.4M
Net assets (EOY)
$109.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 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 CORE BOND VEBA FUND (extraction pending)]" is 81% of plan.
- 305 bps in Schedule C fees — 2951% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for U.S.W.U. LOCAL 74 WELFARE FUND BOARD OF TRUSTEES OF U.S.W.U. LOCAL 74.
Plan sponsor
Name
U.S.W.U. LOCAL 74 WELFARE FUND BOARD OF TRUSTEES OF U.S.W.U. LOCAL 74
EIN
13-1912506
Address
36-36 33RD STREET, SUITE 202 · LONG ISLAND CITY, NY · 11106
Phone
(718) 729-7400
Industry
Finance & Insurancesee all
Plan administrator
Name
BOARD OF TRUSTEES OF U.S.W.U LOCAL 74 WELFARE FUND
EIN
13-1912506
City
LONG ISLAND CITY, NY
Phone
(718) 729-7400
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
FITZSIMMONS ABRAMS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
26 rowsOther
26| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPIRE HEALTHCHOICE INSURANCE INC | 23-7391136 | NEW YORK, NY | NONE | $1.4M | — |
| FUIMAN MOGILA, LLP | 93-1652658 | NEW YORK, NY | NONE | $304K | — |
| ZACHARY HARKIN, ESQ | 13-1912506 | LONG ISLAND CITY, NY | EMPLOYEE | $291K | — |
| LITTLER MENDELSON PC | 94-2602731 | MELVILLE, NY | NONE | $191K | — |
| GARY HAHN | 13-1912506 | LONG ISLAND CITY, NY | EMPLOYEE | $134K | — |
| BRIDGEWAY BENEFITS TECHNOLOGIES | 52-1796473 | MAPLE SHADE, NJ | NONE | $115K | — |
| MARYANN FALCE | 13-1912506 | LONG ISLAND CITY, NY | EMPLOYEE | $104K | — |
| FITZSIMMONS ABRAMS, LLP | 13-2858927 | WOODBURY, NY | NONE | $93K | — |
| TECHFORMATIVE INC. | 61-1582594 | DURHAM, NC | NONE | $87K | — |
| JOAN SULAY | 13-1912506 | LONG ISLAND CITY, NY | EMPLOYEE | $85K | — |
| PRINCIPAL ENHANCED PROPERTY FUND LP | 20-0928198 | DES MONIES, IA | NONE | $74K | — |
| MORVILLO ABRAMOWITZ GRAND IASON | 13-2996017 | NEW YORK, NY | NONE | $71K | — |
| JESSICA PANIAGUA | 13-1912506 | LONG ISLAND CITY, NY | EMPLOYEE | $71K | — |
| XIMENA CASTRO | 13-1912506 | LONG ISLAND CITY, NY | EMPLOYEE | $69K | — |
| CBIZ, INC | 31-1582098 | WOODBURY, NY | NONE | $69K | — |
| MARIA DIAZ | 13-1912506 | LONG ISLAND CITY, NY | EMPLOYEE | $67K | — |
| REYNOLDS INVESTMENT CONSULTING SRVC | 20-1899564 | HICKSVILLE, NY | NONE | $60K | — |
| CYBER CLARITY INC. | 45-2528225 | HAYMARKER, VA | NONE | $60K | — |
| BOYD WATTERSON ASSET MANAGEMENT LLC | 34-1922005 | CLEVLAND, OH | NONE | $60K | — |
| VANESSA BARBOSA | 13-1912506 | LONG ISLAND CITY, NY | EMPLOYEE | $54K | — |
| SARAH BREAULT | 13-1912506 | LONG ISLAND CITY, NY | EMPLOYEE | $44K | — |
| CPS DENTAL | 13-3541700 | NEW YORK, NY | NONE | $34K | — |
| AMALGAMATED BANK | 13-4920330 | NEW YORK, NY | NONE | $26K | — |
| EXPRESS SCRIPTS (MEDCO) | 22-3461740 | FRANKLIN LAKES, NJ | NONE | $19K | — |
| WAGE WORKS INC | 94-3351864 | SAN MATEO, CA | NONE | $8K | — |
| CPS OPTICAL | 13-3025997 | NEW YORK, NY | NONE | $8K | — |
Investments
1 direct security · 2 pooled funds· $68.7M(58% 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.
Common Collective Trust
$58.0M
2 holdings
Uncategorized
$10.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONGVIEW LARGE CAP 500 INDEX VEBA F AMALGAMATED · EIN 20-1200740 / PN 012 | Common Collective Trust | — | — | $47.2M | 39.9% | |
| [DFE: LONGVIEW LARGECAP 500 INDEX VEBA FUND (extraction pending)] | — | — | — | $10.7M | 9.1% | |
| COMMON FUND- LONGVIEW CORE BOND VEB AMALGAMATED · EIN 13-4015803 / PN 008 | Common Collective Trust | — | — | $10.7M | 9.1% |