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Original filing (PDF)20250411124301NAL0023227297001
BOARD OF TRUSTEES P&S LOCAL 21 WELFARE FUND
Form 5500
FILING_RECEIVED
PLUMBERS & STEAMFITTERS LOCAL 21 WELFARE FUND
Health & welfare plan
Signals · 3
~518 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
660
Accounts w/ balance
—
Plan assets (EOY)
$20.9M
Net assets (EOY)
$18.5M
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
- 518 bps in Schedule C fees — 1686% above peer band of 29 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 BOARD OF TRUSTEES P&S LOCAL 21 WELFARE FUND.
Plan sponsor
Name
BOARD OF TRUSTEES P&S LOCAL 21 WELFARE FUND
EIN
13-4017983
Address
1024 MCKINLEY STREET · PEEKSKILL, NY · 10566
Phone
(914) 737-7220
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-11
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
MSPC CERTIFIED PUBLIC ACCOUNTANTS &
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPIRE HEALTHCHOICE ASSURANCE, INC | 23-7391136 | — | NONE | $497K | — |
| LOCAL 21 ADMINISTRATIVE FUND | — | PEEKSKILL, NY | NONE | $419K | — |
| THE SEGAL COMPANY, INC. | 13-4835864 | — | NONE | $65K | — |
| MSPC | 22-2951202 | — | NONE | $33K | — |
| BARNES, IACCARINO, SHEPHERD LLP | 13-4212610 | — | NONE | $28K | — |
| LARRY MAGARIK, ESQ. | — | BROOKLYN, NY | NONE | $15K | — |
| DMI BOOKKEEPING & ACCOUNTING | 20-2400574 | — | NONE | $11K | — |
| REYNOLDS CONSULTING SERVICES LLC | 11-2558102 | JERICHO, NY | NONE | $8K | — |
| STACEY BRAUN | 13-2889432 | — | 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.