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Original filing (PDF)20260207084506NAL0010782866001
CENTRAL MIDWEST REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL
Form 5500
FILING_RECEIVED
CENTRAL MIDWEST REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL UNEMPLOYMENT BENEFIT TRUST FUND
Health & welfare plan
Signals · 2
~550 bps in Sched C feesNo recordkeeper disclosed
Active participants
270
Accounts w/ balance
—
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.0M
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
- 550 bps in Schedule C fees — 958% above peer band of 52 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 CENTRAL MIDWEST REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL.
Plan sponsor
Name
CENTRAL MIDWEST REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL
EIN
34-1237479
Address
3660 STUTZ DRIVE, SUITE 101 · CANFIELD, OH · 44406
Phone
(330) 270-0453
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-07
Welfare benefit codes
4C · Supplemental Unemployment
Audit & trust (Schedule H)
Auditor
YURCHYK & DAVIS CPA'S INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC BANK | — | PITTSBURGH, PA | CUSTODIAN | $7K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC. | — | CANFIELD, OH | THIRD PARTY ADMINISTRATOR | $34K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YURCHYK & DAVIS CPA'S INC. | 34-1638235 | — | AUDITOR | $7K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASHER KELLY ATTORNEYS AT LAW | — | SOUTHFIELD, MI | ATTORNEY | $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.