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Original filing (PDF)20260211173626NAL0003389859001
LOCAL 14-M HEALTH AND WELFARE FUND
Form 5500
FILING_RECEIVED
LOCAL 14-M HEALTH AND WELFARE FUND
Health & welfare plan
Signals · 3
~377 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
181
Accounts w/ balance
—
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.0M
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
- 377 bps in Schedule C fees — 624% 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 LOCAL 14-M HEALTH AND WELFARE FUND.
Plan sponsor
Name
LOCAL 14-M HEALTH AND WELFARE FUND
EIN
23-1599630
Address
3460 N. DELAWARE AVENUE · PHILADELPHIA, PA · 19134
Phone
(215) 739-3190
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-11
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4Q · Other
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE CO. | 06-6033492 | — | NONE | $151K | — |
| RICHARD GABRIEL ASSOCIATES | 23-2817579 | — | NONE | $92K | — |
| GCC IBT DISTRICT COUNCIL 9 | 26-2397080 | — | RELATED ORGANIZATION | $42K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $15K | — |
| BENECARD SERVICES INC | 22-2998772 | — | NONE | $6K | — |
| MARKOWITZ & RICHMAN | 23-2111581 | — | 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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