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Original filing (PDF)20251215101055NAL0000663491001
UNITED PRODUCTION WORKERS UNION LOCAL 17-18 WELFARE FUND
Form 5500
FILING_RECEIVED
UNITED PRODUCTION WORKERS UNION LOCAL 17-18 WELFARE FUND
Health & welfare plan
Signals · 3
~567 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
306
Accounts w/ balance
—
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.5M
Plan health score (directional)
83
/ 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
68
Participation health
100
Knocking points off
- 567 bps in Schedule C fees — 990% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (8 disclosed providers, 6 categories).
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 UNITED PRODUCTION WORKERS UNION LOCAL 17-18 WELFARE FUND.
Plan sponsor
Name
UNITED PRODUCTION WORKERS UNION LOCAL 17-18 WELFARE FUND
EIN
23-7456226
Address
333 WESTCHESTER AVENUE · WESTCHESTER, NY · 10604
Phone
(718) 875-2071
Industry
Manufacturingsee all
Plan administrator
Name
UNITED PRODUCTION WORKERS UNION LOCAL 17-18 WELFARE FUND
EIN
23-7456226
City
WHITE PLAINS, NY
Phone
(973) 339-7318
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-12-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BITS AND BITES LLC | 47-5647125 | — | IT CONSULTANT | $7K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMALGAMATED EMPLOYEE BENEFITS ADMIN | 13-3432221 | — | THIRD PARTY ADMINISTRATOR | $104K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITRIN COOPERMAN AND COMPANY | 22-2428965 | JERICHO, NY | ACCOUNTANT | $30K | — |
| CITRIN COOPERMAN ADVISORS LLC | 87-2525370 | NEW YORK, NY | ACCOUNTANT | $14K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHEIRON INC | 13-4215617 | — | ACTUARY | $39K | — |
Legal counsel
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROTHMAN ROCCO LARUFFA LLP | 47-5401457 | ELMSFORD, NY | ATTORNEY | $100K | — |
| SLEVIN & HART PC | 52-1708613 | — | ATTORNEY | $79K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON MOUNTAIN INC | 23-2588479 | — | STORAGE | $6K | — |
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.