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Original filing (PDF)20251015163208NAL0002755187005
BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH
Health & welfare plan
Signals · 3
~277 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
734
Accounts w/ balance
—
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.3M
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
- 277 bps in Schedule C fees — 433% above peer band of 52 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.
Plan sponsor
Name
BOARD OF TRUSTEES
EIN
52-2445383
Address
2250 SOUTH RANCHO DRIVE, STE 295 · LAS VEGAS, NV · 89102
Phone
(702) 734-8601
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)
Audit & trust (Schedule H)
Auditor
RUBINBROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | LAS VEGAS, NV | NONE | $119K | — |
| RUBINBROWN LLP | 43-0765316 | LAS VEGAS, NV | NONE | $37K | — |
| NOVARA TESIJA CANTENACCI, PLLC | 38-3763096 | TROY, MI | NONE | $13K | — |
| VERUS ADVISORY, INC | 91-1320111 | SEATTLE, WA | NONE | $9K | — |
| CHEIRON, INC. | 13-4215617 | MCLEAN, VA | NONE | $8K | — |
| BMO BANK NATIONAL ASSOCIATION | 36-2085229 | CHICAGO, IL | NONE | $5K | — |
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.