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Original filing (PDF)20250408134508NAL0010015859002
UNITED PLANT & PRODUCTION WORKERS L 175 APPRENTICESHIP SKIL IMPROV F
Form 5500
FILING_RECEIVED
UNITED PLANT & PRODUCTION WORKERS L 175 APPRENTICE SKILL & IMPROVEMENT FUND
Health & welfare plan
Signals · 2
~1174 bps in Sched C feesNo recordkeeper disclosed
Active participants
417
Accounts w/ balance
—
Plan assets (EOY)
$990K
Net assets (EOY)
$840K
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
- 1174 bps in Schedule C fees — 643% above peer band of 158 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 UNITED PLANT & PRODUCTION WORKERS L 175 APPRENTICESHIP SKIL IMPROV F.
Plan sponsor
Name
UNITED PLANT & PRODUCTION WORKERS L 175 APPRENTICESHIP SKIL IMPROV F
EIN
20-3369631
Address
99 MINEOLA AVENUE · ROSLYN HEIGHTS, NY · 11577
Phone
(516) 487-3110
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-08
Welfare benefit codes
4J · Apprenticeship and Training
Audit & trust (Schedule H)
Auditor
ROBERT ALLGIER CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SALVATORE FRANCO | 20-3143138 | ROSLYN HEIGHTS, NY | NONE | $85K | — |
| ANTHONY FRANCO | 13-4321969 | ROSLYN HEIGHTS, NY | NONE | $14K | — |
| ROBERT ALLGIER CPA | 81-3337040 | FARMINGDALE, NY | NONE | $12K | — |
| MARIE MOSSA | 13-4321969 | ROSLYN HEIGHTS, NY | 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.