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Original filing (PDF)20251014101508NAL0001211603002
BOARD OF TRUSTEES OF PLUMBERS 74 WELFARE FUND
Form 5500
FILING_RECEIVED
PLUMBERS & PIPEFITTERS LU NO 74 WELFARE FUND
Health & welfare plan
Signals · 3
~292 bps in Sched C feesNo recordkeeper disclosed11 service providers
Active participants
561
Accounts w/ balance
—
Plan assets (EOY)
$23.2M
Net assets (EOY)
$21.8M
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
- 292 bps in Schedule C fees — 907% 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 OF PLUMBERS 74 WELFARE FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF PLUMBERS 74 WELFARE FUND
EIN
51-6174595
Address
501 CARR RD SUITE 220 · WILMINGTON, DE · 198092866
Phone
(302) 762-2008
Industry
Finance & Insurancesee 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
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4L · Death Benefits (other than life insurance)
4D · Dental
4F · Temporary Disability (accident and sickness)
4Q · Other
Audit & trust (Schedule H)
Auditor
WHISMAN GIORDANO & ASSOCIATES L L C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | HARTFORD, CT | NONE | $333K | — |
| ZENITH AMERICAN SOLUTIONS | 25-1135840 | WILMINGTON, DE | NONE | $108K | — |
| BOLTON PARTNERS INC | 52-1231144 | BALTIMORE, MD | NONE | $49K | — |
| YOUNG CONAWAY STARGATT TAYLOR | 51-0082644 | WILMINGTON, DE | NONE | $41K | — |
| DELTA DENTAL | 94-2761537 | MECHANICSBURG, PA | NONE | $39K | — |
| WHISMAN GIORDANO & ASSOCIATES LLC | 20-3934956 | NEWARK, DE | NONE | $26K | — |
| SAGE ADVISORY SERVICES | 74-2798841 | AUSTIN, TX | NONE | $24K | — |
| HOLROYD GELMAN, P.C. | 92-2604351 | PHILADELPHIA, PA | NONE | $17K | — |
| NOVAK FRANCELLA | 61-1436956 | BALA CYNWYD, PA | NONE | $14K | — |
| ZENITH AMERICAN SOLUTIONS | 25-1135840 | WILMINGTON, DE | NONE | $13K | — |
| MORGAN STANLEY SMITH BARNEY | 26-4310844 | PHILADELPHIA, PA | NONE | $13K | — |
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.