Back to filter
Original filing (PDF)20250813153008NAL0009176017001
BOARD OF TRUSTEE ISC OF PLASTERERS & CEMENT MASON HEALTH & WELFARE
Form 5500
FILING_RECEIVED
BOARD OF TRUSTEE ISC OF PLASTERERS & CEMENT MASONS HEALTH & WELFARE FUND
Health & welfare plan
Signals · 3
~770 bps in Sched C feesNo recordkeeper disclosed20 service providers
Active participants
1,154
Accounts w/ balance
—
Plan assets (EOY)
$32.5M
Net assets (EOY)
$17.8M
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
- 770 bps in Schedule C fees — 2555% 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 BOARD OF TRUSTEE ISC OF PLASTERERS & CEMENT MASON HEALTH & WELFARE.
Plan sponsor
Name
BOARD OF TRUSTEE ISC OF PLASTERERS & CEMENT MASON HEALTH & WELFARE
EIN
35-6073275
Address
8150 MADISON AVENUE · INDIANAPOLIS, IN · 46227
Phone
(219) 255-9692
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4F · Temporary Disability (accident and sickness)
4Q · Other
Audit & trust (Schedule H)
Auditor
L.M. HENDERSON & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
20 rowsOther
20| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES | 35-0781558 | — | NONE | $702K | — |
| EVERSIDE HEALTH LLC | 45-3449075 | — | NONE | $404K | — |
| ARNOLD AND KADJAN | 36-2498571 | — | NONE | $386K | — |
| BENISTAR INC. | 06-1490685 | — | NONE | $169K | — |
| MARK MCCLESKY | 35-6073275 | — | EMPLOYEE | $130K | — |
| INNOVATION SOFTWARE SOLUTIONS | — | — | NONE | $120K | — |
| EAGAN & ASSOCIATES PC | 35-2079674 | — | NONE | $106K | — |
| FOSTER & FOSTER | 59-1921114 | — | NONE | $89K | — |
| JACOB SWITZER | 35-6073275 | — | EMPLOYEE | $70K | — |
| RICHARD J. WOLF AND COMPANY, INC. | 36-3182363 | — | NONE | $66K | — |
| LISA WILDE | 35-6073275 | — | EMPLOYEE | $46K | — |
| JOSH TODD | 35-6073275 | — | EMPLOYEE | $40K | — |
| FIFTH THIRD BANK | 31-0676865 | — | NONE | $32K | — |
| L. M. HENDERSON & CO, LLP | 20-5520612 | — | NONE | $31K | — |
| COMPUSYS OF UTAH, INC | 84-0869853 | — | NONE | $25K | — |
| MIDWEST PRESORT SERVICES | 32-0092401 | — | NONE | $25K | — |
| WINCHESTER PROPERTIES | 80-0480837 | — | NONE | $23K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $21K | — |
| VIRTUAL INNOVATIONS | 27-3239893 | — | NONE | $11K | — |
| ABS BUSINESS PRODUCTS | — | COLUMBUS, OH | NONE | $9K | — |
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.