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Original filing (PDF)20251015163713NAL0002644259004
CONSTRUCTION INDUSTRY LABORERS WELFARE FUND
Form 5500
FILING_RECEIVED
CONSTRUCTION INDUSTRY LABORERS WELFARE FUND
Health & welfare plan
Signals · 4
31% in single holding~301 bps in Sched C feesNo recordkeeper disclosed18 service providers
Active participants
5,617
Accounts w/ balance
—
Plan assets (EOY)
$188.4M
Net assets (EOY)
$174.4M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
85
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Admiral" is 31% of plan.
- 301 bps in Schedule C fees — 2908% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSTRUCTION INDUSTRY LABORERS WELFARE FUND.
Plan sponsor
Name
CONSTRUCTION INDUSTRY LABORERS WELFARE FUND
EIN
44-0568755
Address
12200 N. AMBASSADOR DRIVE · SUITE 400 · KANSAS CITY, MO · 64163
Phone
(816) 756-3313
Industry
Constructionsee 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)
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
RUBINBROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
18 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONSTRUCTION BENEFITS ADUIT CORP | 43-1244218 | — | EMPLOYER AUDIT FIRM | $48K | — |
Other
17| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF KC | 43-1257251 | — | NONE | $3.1M | — |
| WILSON-MCSHANE CORPORATION | 41-0956552 | — | NONE | $1.3M | — |
| ARNOLD NEWBOLD SOLLARS & HOLLINS PC | 43-1174269 | — | NONE | $389K | — |
| E PLAN LLC | 22-3720767 | — | NONE | $363K | — |
| UNION LABOR LIFE INSURANCE COMPANY | 13-1423090 | — | NONE | $84K | — |
| COMMERCE TRUST | 48-0962626 | — | NONE | $82K | — |
| UNITED ACTUARIAL SERVICE | 35-2156428 | — | NONE | $72K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | — | NONE | $59K | — |
| PREFERRED HEALTH PROFESSIONALS | 43-1392960 | — | NONE | $45K | — |
| RUBINBROWN LLP | 43-0765316 | — | NONE | $42K | — |
| SEGAL SELECT INSURANCE CARRIER | — | NEW YORK, NY | — | $39K | — |
| PACIFIC ASSET MANAGEMENT | — | NEWPORT BEACH, CA | NONE | $27K | — |
| INTERNATIONAL FOUNDATION OF EE BENE | — | ST LOUIS, MO | — | $14K | — |
| PARAMETRIC PORTFOLIO ASSOCIATES | 20-0292745 | — | NONE | $13K | — |
| NEUBERGER BERMAN | — | — | — | $12K | — |
| DRURY PLAZA HOTEL COLUMBIA EAST | — | COLUMBIA, MO | — | $7K | — |
| CONSOLIDATED PRINTING SUPPLIES | — | OVERLAND PARK, KS | — | $5K | — |
Investments
16 direct securities · 1 pooled fund· $136.7M(73% 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.
Uncategorized
$79.8M
15 holdings
Mutual Funds
$40.5M
1 holding
Pooled Separate Account
$16.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral | — | — | $19.4M | $41.8M | 22.2% | |
| Baird Core Plus Bond-Institutional Cls | Mutual Funds | — | $44.8M | $40.5M | 21.5% | |
| ULLICO SEPARATE ACCOUNT W-1 THE UNION LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 209 | Pooled Separate Account | — | $16.9M | $16.4M | 8.7% | |
| GS Financial Sq Trsy Obligations Cap 1858 | — | — | $10.6M | $10.6M | 5.7% | |
| Limited Partnership Pacific Asset Management Loan Fund LP | — | — | $5.8M | $8.3M | 4.4% | |
| Parametric Defensive Equity Fund, LLC | — | — | $2.4M | $4.4M | 2.3% | |
| Limited Liability Companies Neuberger Berman U.S. Equity Index PutWrite Fund LLC | — | — | $2.4M | $4.3M | 2.3% | |
| Vanguard Total International Stock Index Admiral | — | — | $3.3M | $3.9M | 2.1% | |
| Harding Loevner International Equity-Institutional Cls | — | — | $2.7M | $3.9M | 2.1% | |
| Money Market Funds Financial Square Tr Government Institutional Class 465 | — | — | $728K | $728K | 0.4% | |
| Kiski PA Refunding 5.3% Due 09/01/37 Dated 12/12/24 | — | — | $400K | $396K | 0.2% | |
| Pueblo County Co Taxable Refunding Series A Certificates of Participation 1.073% Due 09/15/26 Dated 02/11/21 | — | — | $330K | $311K | 0.2% | |
| Parker County TX Taxable-Refunding General Obligation Unlimited 0.936% Due 02/15/25 Dated 12/01/20 | — | — | $280K | $279K | 0.1% | |
| Corporate And Municipal Obligations (Continued) IA State Student Loan Liquidity Corp Taxable-Series A 4.679% Due 12/1/30 Dated 6/23/22 | — | — | $285K | $275K | 0.1% | |
| McAllen TX Dev Corp Taxable Revenue 3.82% Due 08/15/32 Dated 01/30/18 Sinkable Callable 08/15/27 | — | — | $285K | $267K | 0.1% | |
| MA State Educational Financing Auth Taxable-Issue M-Series A 4.495% Due 7/1/30 Dated 6/23/22 | — | — | $250K | $243K | 0.1% | |
| Tennessee Valley Authority Senior Unsecured Note 5.88% Due 04/01/36 Dated 07/23/97 Puttable | — | — | $133K | $130K | <0.1% |
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