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Original filing (PDF)20250414103352NAL0000725171001
TRUSTEES OF SHEET METAL WORKERS 73 WELFARE FUND
Form 5500
FILING_RECEIVED
SHEET METAL WORKERS LOCAL 73 WELFARE FUND
Health & welfare plan
Signals · 3
~457 bps in Sched C feesNo recordkeeper disclosed38 service providers
Active participants
1,956
Accounts w/ balance
—
Plan assets (EOY)
$101.9M
Net assets (EOY)
$95.8M
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 457 bps in Schedule C fees — 4468% above peer band of 10 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 TRUSTEES OF SHEET METAL WORKERS 73 WELFARE FUND.
Plan sponsor
Name
TRUSTEES OF SHEET METAL WORKERS 73 WELFARE FUND
EIN
36-2145881
Address
4530 ROOSEVELT ROAD · HILLSIDE, IL · 60162
Phone
(708) 449-7373
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
38 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PATRICK LUDVIGSEN | 36-2145881 | — | PLAN ADMINISTRATOR | $154K | — |
Other
37| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF IL | 36-1236610 | — | NONE | $1.2M | — |
| EXPRESS SCRIPTS, INC. | 43-1420563 | — | NONE | $1.1M | — |
| MORGAN LEWIS & BOCKIUS LLP | 23-0891050 | — | NONE | $178K | — |
| DIANA MASLANKA | 36-2145881 | — | EMPLOYEE | $160K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $157K | — |
| BRIDGEWAY BENEFIT TECHNOLOGY | 52-1796473 | — | NONE | $140K | — |
| ROSE CASSARA | 36-2145881 | — | EMPLOYEE | $121K | — |
| TAMMY NICOLINI | 36-2145881 | — | EMPLOYEE | $112K | — |
| ALICE PRIEBE | 36-2145881 | — | EMPLOYEE | $102K | — |
| VALENZ CARE | 81-5149270 | — | NONE | $100K | — |
| GREGORIO, STEC, KLEIN & HOSE | 36-4028033 | — | NONE | $96K | — |
| MARY BONNER | 36-2145881 | — | EMPLOYEE | $93K | — |
| JAMES FEINBERG | 36-2145881 | — | EMPLOYEE | $92K | — |
| JANET NEWMAN | 36-2145881 | — | EMPLOYEE | $88K | — |
| DELTA DENTAL OF IL | 36-2612058 | — | NONE | $84K | — |
| ZELIS PAYMENT HOLDINGS | 84-3069529 | — | NONE | $72K | — |
| BOND BROTHERS | 36-2433269 | — | NONE | $68K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $67K | — |
| MARQUETTE ASSOCIATES INC. | 36-3485298 | — | NONE | $55K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE | $51K | — |
| MAGALY NAVA | 36-2145881 | — | EMPLOYEE | $44K | — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | — | NONE | $43K | — |
| RITA GORMAN | 36-2145881 | — | EMPLOYEE | $42K | — |
| NICOLE SMITH | 36-2145881 | — | EMPLOYEE | $42K | — |
| NTIVA, INC. | 20-2106015 | — | NONE | $34K | — |
| EMPLOYEE RESOURCE SYSTEMS, INC | 36-3867645 | — | NONE | $32K | — |
| TRILOGY | 36-4016705 | — | NONE | $25K | — |
| EYEMED VISION CARE | 31-1656473 | — | NONE | $20K | — |
| NEUBERGER BERMAN INV. ADVISORS | — | NEW YORK, NY | NONE | $18K | — |
| BMO HARRIS | 36-2085229 | — | NONE | $17K | — |
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $14K | — |
| DATAMATION IMAGING SERVICES | 36-4303011 | — | NONE | $14K | — |
| INTERCONTINENTAL REAL ESTATE CORP | 04-2895544 | — | NONE | $13K | — |
| LSV ASSET MANAGEMENT | 23-2772200 | — | NONE | $11K | — |
| RICHARD J WOLF AND CO | 36-3182363 | — | NONE | $10K | — |
| BUSINESS TELEPHONE SYSTEMS INC. | 36-3314394 | — | NONE | $8K | — |
| GROUP ADMINISTRATORS, LTD | 36-3381052 | — | NONE | $8K | — |
Investments
4 pooled funds· $49.4M(48% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BNYM MELLON AFL-CIO SL BROAD MARKET BANK OF NEW YORK MELLON · EIN 84-7062700 / PN 001 | Common Collective Trust | $24.6M | 24.1% |
| NHIT CORE PLUS FIXED INCOME TRUST LOOMIS SAYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 018 | Common Collective Trust | $18.9M | 18.6% |
| BNYM MELLON DB SL ACWI EX-U.S. FUND BANK OF NEW YORK MELLON · EIN 35-6787005 / PN 001 | Common Collective Trust | $4.7M | 4.7% |
| NIS HIGH YIELD QP FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4051841 / PN 001 | Common Collective Trust | $1.2M | 1.2% |