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Original filing (PDF)20251015174807NAL0005296177001
LOCAL 514 HEALTH AND WELFARE FUND
Form 5500
FILING_RECEIVED
LOCAL 514 HEALTH AND WELFARE FUND
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
623
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$422K
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCAL 514 HEALTH AND WELFARE FUND.
Plan sponsor
Name
LOCAL 514 HEALTH AND WELFARE FUND
EIN
46-7325928
Address
777 WESTCHESTER AVE- SUITE 101 · WHITE PLAINS, NY · 106043520
Phone
(914) 715-3449
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
BOARD OF TRUSTEES LOCAL 514 HEALTH AND WELFARE FUND
EIN
46-7325928
City
WHITE PLAINS, NY
Phone
(914) 705-5488
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
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
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.