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Original filing (PDF)20250415162802NAL0006234576001
PLASTERERS' & CEMENT MASONS' LOCAL 148 HEALTH AND WELFARE FUND
Form 5500
FILING_RECEIVED
PLASTERERS' & CEMENT MASONS' LOCAL 148 HEALTH AND WELFARE FUND
Health & welfare plan
Signals · 1
~131 bps in Sched C fees
Active participants
93
Accounts w/ balance
—
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.4M
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
- 131 bps in Schedule C fees — 152% above peer band of 52 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 PLASTERERS' & CEMENT MASONS' LOCAL 148 HEALTH AND WELFARE FUND.
Plan sponsor
Name
PLASTERERS' & CEMENT MASONS' LOCAL 148 HEALTH AND WELFARE FUND
EIN
23-0397547
Address
2001 CALDWELL DRIVE · GOODLETTSVILLE, TN · 37072
Phone
(615) 859-0131
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
2025-04-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
LAPADULA CARLSON & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS, IN | 62-1116095 | — | NONE | $33K | — |
| JENKINS AND ASSOCIATES | 58-1596154 | — | NONE | $23K | — |
| ARNALL GOLDEN GREGORY | 58-0543673 | — | NONE | $11K | — |
| BHA GOLDEN GREGORY | 26-1384808 | — | NONE | $11K | — |
| LAPADULA CARLSON & CO. | 65-0292391 | — | NONE | $10K | — |
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.