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Original filing (PDF)20250905143007NAL0017282497001
BUILDING TRADES WELFARE FUND FOR THE OHIO VALLEY
Form 5500
FILING_RECEIVED
BUILDING TRADES WELFARE FUND FOR THE OHIO VALLEY
Health & welfare plan
Signals · 3
~573 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
199
Accounts w/ balance
—
Plan assets (EOY)
$11.2M
Net assets (EOY)
$10.5M
Plan health score (directional)
83
/ 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
68
Participation health
100
Knocking points off
- 573 bps in Schedule C fees — 1877% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (9 disclosed providers, 7 categories).
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 BUILDING TRADES WELFARE FUND FOR THE OHIO VALLEY.
Plan sponsor
Name
BUILDING TRADES WELFARE FUND FOR THE OHIO VALLEY
EIN
55-0394421
Address
69100 BAYBERRY DRIVE · ST. CLAIRSVILLE, OH · 43950
Phone
(740) 695-1774
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-05
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
YURCHYK & DAVIS CPA'S, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESBANCO INVESTMENTS | — | WHEELING, WV | INVESTMENT CUSTODIAN | $34K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CW BREITSMAN ASSOCIATION LLC | — | PITTSBURGH, PA | CONSULTANT | $21K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETH A. KEY | — | ST. CLAIRSVILLE, OH | PLAN ADMINISTRATOR | $83K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YURCHYK & DAVIS CPA'S, INC. | 34-1638235 | — | AUDITOR | $32K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MACALA & PIATT, LLC | — | NORTH CANTON, OH | ATTORNEY | $18K | — |
Insurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HARTFORD FINL SERVICES GROUP | — | HARTFORD, CT | LIFE INSURANCE PROVIDER | $12K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHMARK BLUE CROSS BLUE SHIELD | 55-0624615 | PITTSBURGH, PA | CLAIMS PROCESSING | $394K | — |
| BENEFIT MANAGEMENT SOLUTIONS | — | JOHNSTOWN, PA | CONSULTING | $29K | — |
| A AND M HOLDING COMPANY | — | ST. CLAIRSVILLE, OH | RENT | $21K | — |
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.