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Original filing (PDF)20251215175416NAL0004052306001
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL UNION NO. 100 WASHINGTON,
Form 5500
FILING_RECEIVED
SHEET METAL WORKERS LOCAL UNION NO. 100 WASHINGTON, D.C. AREA VACATION PLAN
Health & welfare plan
Signals · 2
~260 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,855
Accounts w/ balance
—
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.2M
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
- 260 bps in Schedule C fees — 401% 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 SHEET METAL WORKERS LOCAL UNION NO. 100 WASHINGTON,.
Plan sponsor
Name
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL UNION NO. 100 WASHINGTON,
DBA
AREA VACATION PLAN
EIN
53-0803417
Address
WILLIAM C. EARHART COMPANY, INC · P.O. BOX 4148 · PORTLAND, OR · 97208
Phone
(312) 953-9532
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-12-15
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIAM C EARHART CO. INC. | 93-0509592 | — | NONE | $27K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $10K | — |
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.