Original filing (PDF)20251015203023NAL0007279296002

IBEW Local # 98 Sound and Communication Workers Health and Welfare PLA

Name: IBEW Local # 98 Sound and Communication Workers Health and Welfare PLA — Form 5500 Plan 501 (2024)
Creator: IBEW Local # 98 Sound and Communication Workers Health and Welfare PLA
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

International Brotherhood of Electrical Workers IBEW 98 Sound & Communication Workers Health & Welfare Fund

Health & welfare plan · IBEW Local # 98 Sound and Communication Workers Health and Welfare PLA's International Brotherhood of Electrical Workers IBEW 98 Sound & Communication Workers Health & Welfare Fund held $38.1M in plan assets for 1,164 participants in 2024.

Signals · 1

10 service providers

Active participants

1,164

Accounts w/ balance

—

Plan assets (EOY)

$38.1M

Net assets (EOY)

$37.8M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Holds assets with an undetermined value.
Total administrative cost in the bottom quartile of peers (7th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IBEW LOCAL # 98 SOUND AND COMMUNICATION WORKERS HEALTH AND WELFARE PLA.

Plan sponsor

Name

IBEW LOCAL # 98 SOUND AND COMMUNICATION WORKERS HEALTH AND WELFARE PLA

DBA

LTH AND WELFARE FUND

EIN

23-2959495all filings

Address

1719 SPRING GARDEN STREET · PHILADELPHIA, PA · 19130

Phone

(215) 599-6436

Industry

Electrical Contractors· Construction

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

2025-10-15

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 · Collectively bargained welfare benefit arrangement (Code section 419A(f)(5))

Audit & trust (Schedule H)

Service providers (Schedule C)

10 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
BOYD WATTERSON ASSET MANAGEMENT	34-1922005	—	NONE	$28K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
FRANK M. VACCARO & ASSOCIATES

Investments

1 pooled fund· $3.3M(9% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.