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Original filing (PDF)20251015110201NAL0002291779009
INTL. ASSOC. OF HEAT,FROST INSUL. ALLIED WORKERS LU
Form 5500
FILING_RECEIVED
ALLIED WORKERS LOCAL 91 ANNUITY FUND
Defined-contribution retirement plan
Signals · 2
~88 bps in Sched C fees6 service providers
Active participants
110
Accounts w/ balance
0
Plan assets (EOY)
$18.5M
Net assets (EOY)
$18.3M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
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
100
Participation health
100
Knocking points off
- 88 bps in Schedule C fees — 204% above peer band of 29 bps.
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 INTL. ASSOC. OF HEAT,FROST INSUL. ALLIED WORKERS LU.
Plan sponsor
Name
INTL. ASSOC. OF HEAT,FROST INSUL. ALLIED WORKERS LU
EIN
13-3539002
Address
ONE HUDSON CITY CENTRE SUITE 203 · HUDSON, NY · 12534
Phone
(914) 788-0500
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
INTL. ASSOC. OF HEAT,FROST INSUL. ALLIED WORKERS LU
EIN
13-3539002
City
HUDSON, NY
Phone
(914) 788-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
BERARD & ASSOCIATES CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $62K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARQUETTE ASSOCIATES | 36-3485298 | CHICAGO, IL | NONE | $52K | — |
| UHY ADVISORS, INC | 14-1555429 | HUDSON, NY | NONE | $23K | — |
| HOLM & OHARA LLP | 13-3591118 | NEW YORK, NY | NONE | $12K | — |
| BERARD & ASSOCIATES CPAS P.C. | 13-3774222 | SUFFERN, NY | NONE | $11K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | WALLINGFORD, CT | NONE | $3K | — |
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.