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Original filing (PDF)20251010131029NAL0012649488001
SHOPMEN IRON WORKERS WELFARE PLAN OF PHILADELPHIA & VICINITY
Form 5500
FILING_RECEIVED
SHOPMEN IRON WORKERS WELFARE PLAN OF PHILADELPHIA & VICINITY
Health & welfare plan
Signals · 3
~321 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
122
Accounts w/ balance
—
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
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
- 321 bps in Schedule C fees — 518% 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 SHOPMEN IRON WORKERS WELFARE PLAN OF PHILADELPHIA & VICINITY.
Plan sponsor
Name
SHOPMEN IRON WORKERS WELFARE PLAN OF PHILADELPHIA & VICINITY
EIN
23-6294355
Address
168 W. RIDGE PIKE SUITE 107A · LIMERICK, PA · 19468
Phone
(610) 489-0690
Industry
Finance & Insurancesee 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
2025-10-10
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
FISCHER DORWART, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $38K | — |
| DOREEN FRIEL | 23-6294355 | — | EMPLOYEE | $34K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | — | MAPLE SHADE, NJ | NONE | $22K | — |
| FISCHER DORWART, P.C. | 23-2247478 | — | NONE | $19K | — |
| GRAYSTONE CONSULTING MORGAN STANLEY | — | NEW YORK, NY | NONE | $17K | — |
| CIGNA | 59-1031071 | — | NONE | $7K | — |
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.