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Original filing (PDF)20250730155400NAL0004983089001
COMMUNICATION WORKERS LOCAL 1109 WELFARE FUND
Form 5500
FILING_RECEIVED
COMMUNICATIONS WORKERS LOCAL 1109 WELFARE FUND 1845 UTICA AVENUE BROOKLYN NY 11234
Health & welfare plan
Signals · 3
~604 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
104
Accounts w/ balance
—
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.1M
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
- 604 bps in Schedule C fees — 1061% 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 COMMUNICATION WORKERS LOCAL 1109 WELFARE FUND.
Plan sponsor
Name
COMMUNICATION WORKERS LOCAL 1109 WELFARE FUND
EIN
22-6298153
Address
1845 UTICA AVENUE · BROOKLYN, NY · 11234
Phone
(781) 444-1109
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-30
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4Q · Other
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF O'CONNOR DAVIES | 27-1728945 | — | ACCOUNTANT | $49K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 11-2214968 | — | ACTUARY | $29K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEISSMAN & MINTZ | — | SOMERSET, NJ | ATTORNEY | $8K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUREST | — | MINNETONKA, MN | NONE | $30K | — |
| ACRISURE | — | GRAND RAPIDS, MI | NONE | $24K | — |
| SYNTONIC SYSTEM INC | 13-2925049 | — | NONE | $14K | — |
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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