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Original filing (PDF)20251015131510NAL0009768114010
TEAMSTERS LOCAL 348 HEALTH & WELFARE FUND
Form 5500
FILING_RECEIVED
TEAMSTERS LOCAL 348 HEALTH & WELFARE FUND
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
359
Accounts w/ balance
—
Plan assets (EOY)
$14.9M
Net assets (EOY)
$14.9M
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
- 74 bps in Schedule C fees — 156% 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 TEAMSTERS LOCAL 348 HEALTH & WELFARE FUND.
Plan sponsor
Name
TEAMSTERS LOCAL 348 HEALTH & WELFARE FUND
EIN
34-6564615
Address
272 WEST MARKET STREET · AKRON, OH · 443032132
Phone
(330) 434-3429
Industry
Transportation & Warehousingsee 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)
Audit & trust (Schedule H)
Auditor
SWALLEN, LAWHUN & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SWALLEN, LAWHUN & CO. | 34-1172572 | — | UNION AUDITOR | $9K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JENNIFER CARCIONE | 34-6564615 | — | EMPLOYEE | $52K | — |
| DAN F. DARROW | 34-6564615 | — | EMPLOYEE | $36K | — |
| FAULKNER, HOFFMAN & PHILLIPS LLC | 34-1213174 | — | NONE | $9K | — |
| PARSONS RISK STRATEGIES | 85-1042335 | — | NONE | $5K | — |
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.