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Original filing (PDF)20260310120518NAL0003553281001
JOINT BOARD OF TRUSTEES OF THE UA LOCAL 190 SCHOLARSHIP PLAN
Form 5500
FILING_RECEIVED
UA LOCAL 190 SCHOLARSHIP PLAN
Health & welfare plan
Signals · 3
100% in single holding~800 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,283
Accounts w/ balance
—
Plan assets (EOY)
$66K
Net assets (EOY)
$66K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "The Huntington National Bank Commercial interest checking 2.938%" is 100% of plan.
- 800 bps in Schedule C fees — 406% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOINT BOARD OF TRUSTEES OF THE UA LOCAL 190 SCHOLARSHIP PLAN.
Plan sponsor
Name
JOINT BOARD OF TRUSTEES OF THE UA LOCAL 190 SCHOLARSHIP PLAN
EIN
35-2238296
Address
700 TOWER DRIVE · STE 300 · TROY, MI · 48098
Phone
(248) 813-9800
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
503
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-10
Welfare benefit codes
4K · Scholarship (Funded)
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
BENNETT & ASSOCIATES CPAS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENNETT & ASSOCIATES CPAS PLLC | 27-3488128 | — | NONE | $5K | — |
Investments
1 direct security· $53K(81% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Huntington National Bank Commercial interest checking 2.938% | — | — | $53K | $53K | 80.7% |