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Original filing (PDF)20250327150944NAL0029509472001
ASBESTOS WORKERS PHILADELPHIA WELFARE FUND
Form 5500
FILING_RECEIVED
ASBESTOS WORKERS PHILADELPHIA WELFARE FUND
Health & welfare plan
Signals · 3
~334 bps in Sched C feesNo recordkeeper disclosed18 service providers
Active participants
457
Accounts w/ balance
—
Plan assets (EOY)
$32.9M
Net assets (EOY)
$30.6M
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
- 334 bps in Schedule C fees — 1052% above peer band of 29 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 ASBESTOS WORKERS PHILADELPHIA WELFARE FUND.
Plan sponsor
Name
ASBESTOS WORKERS PHILADELPHIA WELFARE FUND
EIN
23-7097998
Address
2014 HORNIG ROAD · PHILADELPHIA, PA · 19116
Phone
(215) 289-4303
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
2025-03-27
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)
18 rowsOther
18| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA | 06-6033492 | — | NONE | $254K | — |
| CATHERINE ROLLER | 23-7097998 | — | EMPLOYEE | $142K | — |
| THERESA DISABATO | 23-7097998 | — | EMPLOYEE | $141K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $86K | — |
| ATALANTA SOSNOFF | 20-0461050 | — | NONE | $76K | — |
| KATELYN AZOFEIFA | 23-7097998 | — | EMPLOYEE | $57K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $50K | — |
| THE MCKEOGH COMPANY | 23-3003375 | — | NONE | $49K | — |
| ASBESTOS WORKERS LOCAL UNION NO 14 | 23-0724510 | — | UNION | $43K | — |
| SENECA CONSULTING GROUP | — | HAUPPAUGE, NY | NONE | $43K | — |
| MICHAEL E BURNS | 23-7097998 | — | EMPLOYEE | $30K | — |
| MERANZE AND KATZ P.C. | 23-2419899 | — | NONE | $30K | — |
| CHARLSON BRABER MCCABE & DENMARK | 81-3679705 | — | NONE | $30K | — |
| PNC BANK, N.A. | 22-1146430 | — | NONE | $18K | — |
| DEBORAH NAHILL | — | LANGHORNE, PA | NONE | $17K | — |
| LOFTUS-MERMER ORAL SURGICAL ASSOC. | 23-2770155 | — | NONE | $12K | — |
| ALLIED TRADES ASSISTANCE PROGRAM | 23-2591093 | — | NONE | $12K | — |
| MERIPLEX SOLUTIONS, LLC | 61-1904644 | — | NONE | $8K | — |
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.