Original filing (PDF)20260112194131NAL0026602274001

CLEVELAND LONGSHOREMEN'S WELFARE FUND

Name: CLEVELAND LONGSHOREMEN'S WELFARE FUND — Form 5500 (2024)
Creator: CLEVELAND LONGSHOREMEN'S WELFARE FUND

Form 5500

FILING_RECEIVED

Health & welfare plan

Signals · 1

~231 bps in Sched C fees

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

How this plan invests

This plan

15 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

100

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEVELAND LONGSHOREMEN'S WELFARE FUND.

Plan sponsor

Name

CLEVELAND LONGSHOREMEN'S WELFARE FUND

EIN

34-0931020

Address

591 ERIESIDE AVENUE · CLEVELAND, OH · 44114

Phone

(216) 830-8000

Industry

Finance & Insurancesee all

Plan administrator

Name

BENESYS

EIN

38-2383171

City

CANFIELD, OH

Phone

(330) 270-0453

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-12

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4C · Supplemental Unemployment

4D · Dental

4F · Temporary Disability (accident and sickness)

4L · Death Benefits (other than life insurance)

4Q · Other

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENESYS	38-2383171	—	—	$24K	—
CIUNI & PANICHI, INC.	34-1322309	—	—	$15K	—

Investments

14 direct securities· $2.0M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Federated Government Obligations Premier	—	—	$368K	$368K	22.1%
Purchase	—	—	—	$216K	13.0%
Currentvalue ofasset on	—	—	—	$205K	12.4%
Selling	—	—	—	$205K	12.4%

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