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Original filing (PDF)20250410075550NAL0035218528001
OPERATING ENGINEERS LOCAL NO. 825 WELFARE FUND
Form 5500
FILING_RECEIVED
OPERATING ENGINEERS LOCAL 825 WELFARE FUND
Health & welfare plan
Signals · 3
~310 bps in Sched C feesNo recordkeeper disclosed63 service providers
Active participants
5,721
Accounts w/ balance
—
Plan assets (EOY)
$320.9M
Net assets (EOY)
$267.2M
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
- 310 bps in Schedule C fees — 2997% above peer band of 10 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 OPERATING ENGINEERS LOCAL NO. 825 WELFARE FUND.
Plan sponsor
Name
OPERATING ENGINEERS LOCAL NO. 825 WELFARE FUND
EIN
22-6033381
Address
65 SPRINGFIELD AVENUE, SECOND FLOOR · SPRINGFIELD, NJ · 07081
Phone
(973) 921-1661
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
2025-04-10
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
63 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUSANIN, WIDMAN AND BRENNAN | 23-2265950 | — | COUNSEL FOR TRUSTEE ER | $100K | — |
Other
62| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORIZON HEALTHCARE SERVICES, INC | 22-0999690 | — | NONE | $3.0M | — |
| DECOTIIS, FITZPATRICK, COLE & GIBLI | 31-1425096 | TEANECK, NJ | NONE | $851K | — |
| CHARTWELL INVESTMENT PARTNERS | 36-4776242 | — | NONE | $385K | — |
| COMPUTER MANAGEMENT AND MARKETING | 23-2504910 | — | NONE | $302K | — |
| CHRISTINE MEDICH | 22-6033381 | — | EMPLOYEE | $254K | — |
| OPERATING ENGR 825 UNION HALL | — | SPRINGFIELD, NJ | AFFILIATE | $238K | — |
| THE LINDENBERGER GROUP, LLC | 40-0020279 | — | NONE | $196K | — |
| TELEMEDICINE MANAGEMENT, INC. | 26-1306606 | — | NONE | $191K | — |
| SUSAN SONNTAG | 22-6033381 | — | EMPLOYEE | $187K | — |
| HARDMAN JOHNSTON GLOBAL ADVISORS | 13-3257590 | — | NONE | $179K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $159K | — |
| MICHAEL DALEO | 22-6033381 | — | EMPLOYEE | $152K | — |
| ERIC TORBIC | 22-6033381 | — | EMPLOYEE | $147K | — |
| PATRICE CLARKE | 22-6033381 | — | EMPLOYEE | $135K | — |
| SHERRY VISO | 22-6033381 | — | EMPLOYEE | $135K | — |
| MICHAEL LEONETTI | 22-6033381 | — | EMPLOYEE | $132K | — |
| CHRISTOPHER SCHIAVINO | 22-6033381 | — | EMPLOYEE | $129K | — |
| RACHEL GRODSKY | 22-6033381 | — | EMPLOYEE | $120K | — |
| THERESE EDWARDS | 22-6033381 | — | EMPLOYEE | $120K | — |
| DREW & ROGERS | 22-1409195 | — | NONE | $119K | — |
| THOMAS EDWARDS | 22-6033381 | — | EMPLOYEE | $119K | — |
| MIRIAM SCHULZ | 22-6033381 | — | EMPLOYEE | $98K | — |
| CELESTE BAHIA | 22-6033381 | — | EMPLOYEE | $97K | — |
| ALEXANDER JACA | 22-6033381 | — | EMPLOYEE | $94K | — |
| MARIANA RODRIGUEZ | 22-6033381 | — | EMPLOYEE | $88K | — |
| MCCARTER + ENGLISH LLP | 22-1534652 | — | NONE | $85K | — |
| TYKEL JACKSON | 22-6033381 | — | EMPLOYEE | $85K | — |
| JACLYN KINLEY | 22-6033381 | — | EMPLOYEE | $84K | — |
| PATRICIA MOLLAN | 22-6033381 | — | EMPLOYEE | $81K | — |
| CAROL DETORE | 22-6033381 | — | EMPLOYEE | $81K | — |
| TIRA DAVIS | 22-6033381 | — | EMPLOYEE | $80K | — |
| ROSEMARIE OLIVERI | 22-6033381 | — | EMPLOYEE | $78K | — |
| PATRICK BURNS | 22-5033381 | — | EMPLOYEE | $77K | — |
| SANDRA HOCK | 22-6033381 | — | EMPLOYEE | $75K | — |
| IFRAJ BEHLIN | 22-6033381 | — | EMPLOYEE | $74K | — |
| SUSAN MCBRIDE | 22-6033381 | — | EMPLOYEE | $74K | — |
| KATHY MOSEJCHUK | 22-6033381 | — | EMPLOYEE | $73K | — |
| ESTER TROIANELLO | 22-6033381 | — | EMPLOYEE | $70K | — |
| DEREK KELLY | 22-6033381 | — | EMPLOYEE | $70K | — |
| LAUREN MCMILLAN | 22-6033381 | — | EMPLOYEE | $68K | — |
| MARYBETH BUONOPANE | 22-6033381 | — | EMPLOYEE | $66K | — |
| CECILIA LIVINGSTON | 22-6033381 | — | EMPLOYEE | $66K | — |
| MARCUS BAILEY | 22-6033381 | — | EMPLOYEE | $63K | — |
| DIANE RODRIGUEZ | 22-6033381 | — | EMPLOYEE | $59K | — |
| ESTHEFANY FULGENCIO | 22-6033381 | — | EMPLOYEE | $57K | — |
| MARIA RESENDE | 22-6033381 | — | EMPLOYEE | $55K | — |
| THOMAS SAPIO | 22-6033381 | — | EMPLOYEE | $54K | — |
| DATAPRISE, INC. | 52-1920434 | — | NONE | $52K | — |
| INVESTMENT PERFORMANCE SERVICES LLC | 58-2432390 | — | NONE | $52K | — |
| LUDIVINA GO | 22-6033381 | — | EMPLOYEE | $51K | — |
| KEATING ACCOUNTING, LLC | 92-1255252 | BASKING RIDGE, NJ | NONE | $49K | — |
| DEBORAH KELLY | 22-6033381 | — | EMPLOYEE | $49K | — |
| ESTHER GUEVAREZ | 22-6033381 | — | EMPLOYEE | $48K | — |
| TIMOTHY RIFE | 22-6033381 | — | EMPLOYEE | $48K | — |
| JACKIE DRAVIS | 22-6033381 | — | EMPLOYEE | $46K | — |
| MARY ANN HARMON | 22-6033381 | — | EMPLOYEE | $44K | — |
| ROBERT HALF INTERNATIONAL INC. | 94-1648752 | NEW YORK, NY | NONE | $44K | — |
| JOANNA PRIMAMORE | 22-6033381 | — | EMPLOYEE | $44K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $39K | — |
| EXPRESS PRESS PRINTING | 22-3510937 | — | NONE | $38K | — |
| WELLS FARGO INSTITUTIONAL RETIREMEN | — | SUMMIT, NJ | NONE | $8K | — |
| O'SULLIVAN ASSOCIATES | 20-8199367 | — | — | $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.
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