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Original filing (PDF)20251015141804NAL0002556467001
BD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 12 WELFARE FUND
Form 5500
FILING_RECEIVED
SHEET METAL WORKERS LOCAL NO. 12 WELFARE FUND
Health & welfare plan
Signals · 3
~286 bps in Sched C feesNo recordkeeper disclosed11 service providers
Active participants
991
Accounts w/ balance
—
Plan assets (EOY)
$44.2M
Net assets (EOY)
$40.6M
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
- 286 bps in Schedule C fees — 886% 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 BD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 12 WELFARE FUND.
Plan sponsor
Name
BD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 12 WELFARE FUND
EIN
25-0994888
Address
5 HOT METAL STREET · PITTSBURGH, PA · 15203
Phone
(412) 432-1142
Industry
Constructionsee 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
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
DICLAUDIO & KRAMER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHMARK | 23-1294723 | — | NONE | $685K | — |
| CENTRAL DATA SERVICES | 25-1352803 | — | NONE | $252K | — |
| UNITED CONCORDIA COMPANIES, INC. | 25-1687586 | — | NONE | $71K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $62K | — |
| RXBENEFITS, INC. | 63-1157085 | — | NONE | $54K | — |
| GRIDIRON PARTNERS, LLC | — | WEXFORD, PA | NONE | $42K | — |
| DICLAUDIO & KRAMER, LLC | 27-0889793 | — | NONE | $28K | — |
| ANDCO CONSULTING, LLC | 59-3676225 | — | NONE | $25K | — |
| PNC BANK | 25-1211909 | — | NONE | $19K | — |
| JUBELIRER, PASS & INTRIERI | 25-1340770 | — | NONE | $15K | — |
| CALIBRE CPA GROUP | — | BETHESDA, MD | NONE | $11K | — |
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.