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Original filing (PDF)20250813140451NAL0004909939002
BOARD OF TRUSTEES PLUMBERS AND STEAMFITTERS LOC 131
Form 5500
FILING_RECEIVED
PLUMBERS & STEAMFITTERS LOCAL 131 HEALTH AND WELFARE FUND
Health & welfare plan
Signals · 3
~372 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
228
Accounts w/ balance
—
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.3M
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
- 372 bps in Schedule C fees — 1182% 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 TRUSTEES PLUMBERS AND STEAMFITTERS LOC 131.
Plan sponsor
Name
BOARD OF TRUSTEES PLUMBERS AND STEAMFITTERS LOC 131
DBA
H&W FUND
EIN
51-6146108
Address
C/O ZENITH AMERICAN SOLUTIONS · P.O. BOX 5817 · WALLINGFORD, CT · 06492
Phone
(203) 269-7741
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4Q · Other
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $163K | — |
| ANTHEM HEALTH PLANS, INC. | 06-1475928 | — | NONE | $90K | — |
| SEGAL COMPANY | 13-1928058 | — | NONE | $88K | — |
| LABOR FIRST, LLC | 06-1750191 | — | NONE | $28K | — |
| HINES AND ASSOCIATES | 36-3545085 | — | NONE | $21K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $17K | — |
| SHUMAKER, LOOP & KENDRICK | 34-4439491 | — | NONE | $13K | — |
| ZELIS CLAIMS INTEGRITY, INC. | — | MORRISTOWN, NJ | NONE | $10K | — |
| LOWER HUDSON VALLEY | 13-3240307 | — | NONE | $8K | — |
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.