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Original filing (PDF)20251009110017NAL0006484129008
PAVERS & ROAD BUILDERS DC WELFARE FUND
Form 5500
FILING_RECEIVED
PAVERS & ROAD BUILDERS DC WELFARE FUND
Health & welfare plan
Signals · 3
~181 bps in Sched C feesNo recordkeeper disclosed23 service providers
Active participants
2,663
Accounts w/ balance
—
Plan assets (EOY)
$190.3M
Net assets (EOY)
$170.8M
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
- 181 bps in Schedule C fees — 1706% above peer band of 10 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 PAVERS & ROAD BUILDERS DC WELFARE FUND.
Plan sponsor
Name
PAVERS & ROAD BUILDERS DC WELFARE FUND
EIN
13-5562753
Address
17-20 WHITESTONE EXPRESSWAY STE 200 · WHITESTONE, NY · 11357
Phone
(718) 961-6963
Industry
Finance & Insurancesee all
Plan administrator
Name
PAVERS & ROAD BUILDERS DC WELFARE FUND
EIN
13-5562753
City
WHITESTONE, NY
Phone
(718) 961-6963
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
4C · Supplemental Unemployment
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4K · Scholarship (Funded)
4Q · Other
Audit & trust (Schedule H)
Auditor
CASTIGLIA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
23 rowsOther
23| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPIRE BCBS | 23-7391136 | — | NONE | $1.1M | — |
| ZENITH AMERICAN SOLUTIONS | — | COLUMBIA, MD | NONE | $366K | — |
| VIRGINIA & AMBINDER | 13-4166736 | NEW YORK, NY | NONE | $229K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $176K | — |
| FERNANDO NETO | 13-5562753 | — | NONE | $151K | — |
| JOHN KOBEL | 13-5562753 | — | NONE | $140K | — |
| INTERCONTINENTAL | — | BOSTON, MA | NONE | $139K | — |
| CYNTHIA WONG | 13-5562753 | — | NONE | $133K | — |
| DENISE ALIOTO | 13-5562753 | — | NONE | $119K | — |
| CASTIGLIA LLP | 46-2725636 | — | NONE | $105K | — |
| DIANNE BACCARI | 13-5562753 | — | NONE | $101K | — |
| ANDREA MARTINEZ | 13-5562753 | — | NONE | $90K | — |
| MERRILL LYNCH | 13-5674085 | — | NONE | $88K | — |
| AZAHARA MAYO | 13-5562753 | — | NONE | $82K | — |
| GORLICK, KRAVITZ & LISTHAUS | 13-3790829 | — | NONE | $81K | — |
| ATALANTA SOSNOFF | 20-0461050 | — | NONE | $78K | — |
| LSV | 23-2772200 | — | NONE | $65K | — |
| LORD ABBETT | — | JERSEY CITY, NJ | NONE | $63K | — |
| KAREN PEREZ | 13-5562753 | — | NONE | $40K | — |
| PNC BANK | 22-1146430 | — | NONE | $19K | — |
| PART D ADVISORS | — | LIVONIA, MI | — | $19K | — |
| QUADIANT | — | NEW YORK, NY | — | $6K | — |
| UNION NETWORKING | 22-2940797 | — | NONE | $6K | — |
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.
