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Original filing (PDF)20250814104643NAL0027692418001
BAKERY DRIVERS' WELFARE FUND
Form 5500
FILING_RECEIVED
BAKERY DRIVERS' WELFARE FUND
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
271
Accounts w/ balance
—
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.1M
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (32 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAKERY DRIVERS' WELFARE FUND.
Plan sponsor
Name
BAKERY DRIVERS' WELFARE FUND
EIN
25-1004658
Address
4240 STEUBENVILLE PIKE · PITTSBURGH, PA · 152059645
Phone
(412) 281-5034
Industry
Finance & Insurancesee all
Plan administrator
Name
TRUSTEES OF BAKERY DRIVERS' WELFARE FUND
EIN
25-1004658
City
PITTSBURGH, PA
Phone
(412) 281-5034
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-14
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
ALBANESE SINCHAR SMITH & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALBANESE SINCHAR SMITH & CO | 46-1686881 | NORTH HUNTINGDON, PA | NONE | $19K | — |
| JUBELIRER PASS & INTRIERI PC | 25-1340770 | PITTSBURGH, PA | NONE | $13K | — |
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.
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