Original filing (PDF)20251009110017NAL0006484129003

LOCAL 670 WELFARE FUND JOINT BOARD OF TRUSTEES

Name: LOCAL 670 WELFARE FUND JOINT BOARD OF TRUSTEES — LOCAL 670 WELFARE FUND, Form 5500 (2024)
Creator: LOCAL 670 WELFARE FUND JOINT BOARD OF TRUSTEES

Form 5500

FILING_RECEIVED

LOCAL 670 WELFARE FUND

Health & welfare plan

Signals · 3

~279 bps in Sched C feesNo recordkeeper disclosed10 service providers

Active participants

1,495

Accounts w/ balance

—

Plan assets (EOY)

$36.1M

Net assets (EOY)

$36.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCAL 670 WELFARE FUND JOINT BOARD OF TRUSTEES.

Plan sponsor

Name

LOCAL 670 WELFARE FUND JOINT BOARD OF TRUSTEES

EIN

13-2828665

Address

299 BROADWAY · NEW YORK, NY · 10007

Phone

(212) 267-8650

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

2025-10-09

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

Audit & trust (Schedule H)

Auditor

CASTIGLIA, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

10 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
BASIL CASTROVINVI ASSOC	13-2831500	—	NONE	$585K	—
CASTIGLIA, LLP	46-2725636	—	NONE	$133K	—
ROTHMAN ROCCO LARUFFA LLP	—	ELMSFORD, NY	NONE	$78K	—
MULTIPLAN INC	13-3068979	—	NONE	$61K	—
BASIL CASTROVINCI ASSOC.	13-2831500	—	NONE	$52K	—
AETNA	—	EL PASO, TX

Investments

1 pooled fund· $13.3M(37% 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.

Investment	Type	Current value	% of plan
LONGVIEW CORE BOND VEBA FUND AMALGAMATED BANK · EIN 20-1200740 / PN 012	Common Collective Trust	$13.3M	36.9%

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