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Original filing (PDF)20251009154331NAL0003715939001
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 58 WELFARE FUND
Form 5500
FILING_RECEIVED
SHEET METAL WORKERS LOCAL #58 WELFARE FUND
Health & welfare plan
Signals · 3
~460 bps in Sched C feesNo recordkeeper disclosed10 service providers
Active participants
157
Accounts w/ balance
—
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
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
- 460 bps in Schedule C fees — 785% above peer band of 52 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 SHEET METAL WORKERS LOCAL 58 WELFARE FUND.
Plan sponsor
Name
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 58 WELFARE FUND
EIN
15-0564137
Address
6801 CROSSBOW DRIVE · EAST SYRACUSE, NY · 13057
Phone
(315) 472-4411
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
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
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
D'ARCANGELO & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAILEY POWOROZNEK | 15-0564137 | EAST SYRACUSE, NY | NONE | $55K | — |
| JOANNE SWIDOWSKI | 15-0564137 | EAST SYRACUSE, NY | NONE | $54K | — |
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | HARTFORD, CT | NONE | $44K | — |
| BLITMAN & KING LLP | 16-1047304 | SYRACUSE, NY | NONE | $18K | — |
| PRO ACT, INC | — | EAST SYRACUSE, NY | NONE | $15K | — |
| HEATHER EATON | 15-0564137 | EAST SYRACUSE, NY | NONE | $15K | — |
| CANDACE GRELL | 15-0564137 | EAST SYRACUSE, NY | NONE | $14K | — |
| DARCANGELO & CO LLP | 13-2550103 | ROME, NY | NONE | $12K | — |
| CATHERINE LANDRY | 15-0564137 | EAST SYRACUSE, NY | NONE | $8K | — |
| O'SULLIVAN ASSOCIATES | 22-1837827 | CHERRY HILL, NJ | 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.