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Original filing (PDF)20241003100006NAL0009711441001
LOCAL 73 HEALTH & WELFARE FUND
Form 5500
FILING_RECEIVED
LOCAL 73 HEALTH & WELFARE FUND
Health & welfare plan
Signals · 1
12 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCAL 73 HEALTH & WELFARE FUND.
Plan sponsor
Name
LOCAL 73 HEALTH & WELFARE FUND
EIN
16-1067148
Address
107 TWIN OAKS DR, STE 1A · SYRACUSE, NY · 132061205
Phone
(315) 343-1808
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-05-01
Tax period
2023-12-31
Filed
2024-10-03
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)
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEATHER TURK | 16-1067148 | — | NONE | $65K | — |
| BLITMAN KING | 16-1047304 | — | NONE | $43K | — |
| BONADIO & CO., LLP | 16-1131146 | — | NONE | $42K | — |
| KELLEY DAGGETT | 16-1067148 | — | NONE | $40K | — |
| AETNA INC | 06-6033492 | — | NONE | $23K | — |
| ALIVIA TURK | 16-1067148 | — | NONE | $12K | — |
| TPA CONSULTING SERVICES, LLC | 81-1341202 | — | NONE | $10K | — |
| KEENAN & ASSOCIATES | — | TORRANCE, CA | NONE | $8K | — |
| RIGHT RX, LLC | 38-3794947 | — | NONE | $7K | — |
| ROBIN GREEN | 16-1067148 | — | NONE | $7K | — |
| BOLTON PARTNERS NORTHEAST, INC. | 27-3666661 | — | NONE | $7K | — |
| STRATEGIC CAPITAL | 36-4268991 | — | 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.