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Original filing (PDF)20250412144441NAL0013521267001
IRON WORKERS LOCAL 12 HEALTH INSURANCE FUND
Form 5500
FILING_RECEIVED
IRON WORKERS LOCAL 12 HEALTH INSURANCE FUND
Health & welfare plan
Signals · 3
~401 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
165
Accounts w/ balance
—
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.0M
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
- 401 bps in Schedule C fees — 1284% 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 IRON WORKERS LOCAL 12 HEALTH INSURANCE FUND.
Plan sponsor
Name
IRON WORKERS LOCAL 12 HEALTH INSURANCE FUND
EIN
14-1512728
Address
8 FAIRFIELD BOULEVARD · SUITE 105 · WALLINGFORD, CT · 06492
Phone
(518) 434-1206
Industry
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
2025-04-12
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
D'ARCANGELO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | WALLINGFORD, CT | NONE | $109K | — |
| BLITMAN & KING, LLP | 16-1047304 | SYRACUSE, NY | THIRD PARTY | $74K | — |
| ANTHEM INC. | 06-1475928 | ATLANTA, GA | NONE | $67K | — |
| UNITED ACTUARIAL SERVICES | 35-2156428 | CARMEL, IN | THIRD PARTY | $61K | — |
| MANNING & NAPIER ADVISORS, INC. | 45-3328488 | FAIRPORT, NY | THIRD PARTY | $44K | — |
| BERNICE MCCULLOUGH | 14-1512731 | LATHAM, NY | EMPLOYEE | $34K | — |
| ARCARA ZUCARELLI LENDA & ASSOCIATES | — | WILLIAMSVILLE, NY | THIRD PARTY | $12K | — |
| DARCANGELO & CO. LLP | 13-2250103 | UTICA, NY | THIRD PARTY | $12K | — |
| EPLAN | 20-3720767 | PHOENIX, AZ | THIRD PARTY | $7K | — |
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.