Original filing (PDF)20250903143718NAL0015296721002

UNITED STEELWORKERS LOCAL 286 LEGAL SERVICES PLAN

Name: UNITED STEELWORKERS LOCAL 286 LEGAL SERVICES PLAN — Form 5500 (2024)
Creator: UNITED STEELWORKERS LOCAL 286 LEGAL SERVICES PLAN

Form 5500

FILING_RECEIVED

Health & welfare plan

Signals · 4

35% in single holding~4534 bps in Sched C feesNo recordkeeper disclosed8 service providers

Active participants

2,166

Accounts w/ balance

—

Plan assets (EOY)

$977K

Net assets (EOY)

$835K

How this plan invests

This plan

5 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED STEELWORKERS LOCAL 286 LEGAL SERVICES PLAN.

Plan sponsor

Name

UNITED STEELWORKERS LOCAL 286 LEGAL SERVICES PLAN

DBA

BOARD OF TRUSTEES

EIN

23-2194292

Address

410-24 N. 8TH STREET · PHILADELPHIA, PA · 191233903

Phone

(215) 829-9212

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-03

Welfare benefit codes

4B · Life Insurance

4G · Prepaid Legal

Audit & trust (Schedule H)

Auditor

NOVAK FRANCELLA, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

8 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SPEAR WILDERMAN,P.C.	23-2749511	—	NONE	$208K	—
USW DISTRICT 10 LOCAL 286 UNION	23-0724665	—	SPONSORING LABOR ORG.	$167K	—
NOVAK FRANCELLA LLC	61-1436956	—	NONE	$31K	—
RAIBLE,CORNAGLIA,WENSTROM & RAIBLE	11-3757869	—	NONE	$16K	—
LITTLER MENDELSON, PC	94-2602731	—	NONE	$12K	—
FOSTER & FOSTER, INC.

Investments

5 direct securities· $741K(76% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
United States Treasury Bill N/A 02/13/25	—	—	$261K	$260K	26.6%
United States Treasury Bill N/A 08/07/25	—	—	$266K	$259K	26.6%
BMW Bank of North America 4.700 % 02/24/25	—	—	$100K	$100K	10.2%
TD Bank SB Premium MMA	—	—	$89K	$89K	9.1%

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