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Original filing (PDF)20240116164118NAL0000491603001
BOARD OF TRUSTEES LOCAL 318 HEALTH & WELFARE TRUST FUND
Form 5500
FILING_RECEIVED
USW LOCAL 318 HEALTH AND WELFARE TRUST FUND
Health & welfare plan
Signals · 2
~538 bps in Sched C feesNo recordkeeper disclosed
Active participants
228
Accounts w/ balance
—
Plan assets (EOY)
$726K
Net assets (EOY)
$622K
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
- 538 bps in Schedule C fees — 241% above peer band of 158 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 LOCAL 318 HEALTH & WELFARE TRUST FUND.
Plan sponsor
Name
BOARD OF TRUSTEES LOCAL 318 HEALTH & WELFARE TRUST FUND
EIN
13-5561101
Address
175 FAIRFIELD AVENUE, SUITE 1A · WEST CALDWELL, NJ · 07006
Phone
(718) 961-3400
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2022
Plan year begin
2022-04-01
Tax period
2023-03-31
Filed
2024-01-16
Welfare benefit codes
4D · Dental
Audit & trust (Schedule H)
Auditor
GETTRY MARCUS CPA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GETTRY MARCUS CPA P.C. | 13-3418879 | WOODBURY, NY | ACCOUNTANT | $14K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORANSKY, SCARAGGI & BORG, P.C. | 22-3522685 | WEST CALDWELL, NJ | LEGAL | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUNKER HILL INSURANCE & CONSULTING | 90-0781224 | BARNEGAT, NJ | ADMINISTRATOR | $13K | — |
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.