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Original filing (PDF)20251003113001NAL0001313633001
BREWERY WORKERS LOCAL 1149 WELFARE FD
Form 5500
FILING_RECEIVED
BREWERY WORKERS LOCAL 1149 WELFARE FUND
Health & welfare plan
Signals · 1
~863 bps in Sched C fees
Active participants
8
Accounts w/ balance
—
Plan assets (EOY)
$163K
Net assets (EOY)
$160K
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 863 bps in Schedule C fees — 446% above peer band of 158 bps.
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 BREWERY WORKERS LOCAL 1149 WELFARE FD.
Plan sponsor
Name
BREWERY WORKERS LOCAL 1149 WELFARE FD
EIN
16-1119654
Address
136 E. GENESEE STREET, UNIT #2 · BALDWINSVILLE, NY · 13027
Phone
(315) 638-1137
Industry
Manufacturingsee 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
2025-10-03
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $9K | — |
| BLITMAN & KING LLP | 16-1047304 | — | 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.
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