Back to filter
Original filing (PDF)20250715093008NAL0001893985001
MAH & TRUMB COUNTY BUILDING TRADES TRADES COUNCIL & CONST INDS CONTR.
Form 5500
FILING_RECEIVED
MAHONING AND TRUMBULL COUNTY BUILDING TRADES INSURANCE FUND
Health & welfare plan
Signals · 3
~269 bps in Sched C feesNo recordkeeper disclosed15 service providers
Active participants
1,065
Accounts w/ balance
—
Plan assets (EOY)
$36.1M
Net assets (EOY)
$31.0M
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
- 269 bps in Schedule C fees — 829% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (15 disclosed providers, 7 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 MAH & TRUMB COUNTY BUILDING TRADES TRADES COUNCIL & CONST INDS CONTR..
Plan sponsor
Name
MAH & TRUMB COUNTY BUILDING TRADES TRADES COUNCIL & CONST INDS CONTR.
EIN
34-0746419
Address
3660 STUTZ DRIVE, SUITE 101 · CANFIELD, OH · 44406
Phone
(330) 270-0453
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
YURCHYK & DAVIS CPA'S, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIFTH THIRD BANK RETIREMENT SERVICE | — | CLEVELAND, OH | INVESTMENT CUSTODIAN | $14K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | — | CLEVELAND, OH | MEDICAL CONSULTANT | $40K | — |
| MARINER INSTITUTIONAL, LLC | — | WINTER PARK, FL | INVESTMENT CONSULTANT | $16K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS INC | — | CANFIELD, OH | THIRD PARTY ADMINISTRATOR | $220K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YURCHYK & DAVIS CPA'S INC | 34-1638235 | — | AUDITOR | $13K | — |
| IRONWORKERS LOCAL 207 COLLECTION | — | BOARDMAN, OH | PAYROLL AUDIT FEES | $7K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARSONS RISK STRATEGIES, LLC | — | AVON LAKE, OH | ACTUARY | $6K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FAULKNER, HOFFMAN & PHILLIPS | — | CLEVELAND, OH | ATTORNEY | $25K | — |
Other
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS & BLUE SHIELD | — | INDIANAPOLIS, IN | CLAIMS PROCESSOR | $473K | — |
| MAHONING, TRUMBULL AND SHENAGO VALL | — | CANFIELD, OH | COLLECTION AGENCY | $75K | — |
| PNC BANK | — | PITTSBURGH, PA | BANK SERVICE CHARGES | $42K | — |
| PRINT CENTER 1 LLC | — | NEW CASTLE, PA | PRINTING SERVICES | $16K | — |
| PARAMOUNT PREFERRED SOLUTIONS | — | CLEVELAND, OH | CLAIMS MANAGEMENT | $10K | — |
| CITY PRINTING | — | YOUNGSTOWN, OH | PRINTING SERVICES | $8K | — |
| PCORI | — | WASHINGTON, DC | PCORI FEES | $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.