Back to filter
Original filing (PDF)20260315163008NAL0001198498002
BARGAINING ASSOC. STEELWORKERS LOCAL 14614 HEALTH & WELFARE FUND
Form 5500
FILING_RECEIVED
BARGAINING ASSOC-STEELWORKERS LOCAL 14614 HEALTH & WELFARE FUND
Health & welfare plan
Signals · 3
~478 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
507
Accounts w/ balance
—
Plan assets (EOY)
$5.3M
Net assets (EOY)
$4.2M
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
- 478 bps in Schedule C fees — 818% 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 BARGAINING ASSOC. STEELWORKERS LOCAL 14614 HEALTH & WELFARE FUND.
Plan sponsor
Name
BARGAINING ASSOC. STEELWORKERS LOCAL 14614 HEALTH & WELFARE FUND
DBA
BOARD OF TRUSTEES
EIN
55-6064846
Address
230 LEXINGTON GREEN CIRCLE · SUITE 400 · LEXINGTON, KY · 40503
Phone
(888) 999-7741
Industry
Constructionsee all
Plan administrator
Name
BARGAINING ASSOC. STEELWORKERS LOCAL 14614 HEALTH & WELFARE FUND
EIN
55-6064846
City
LEXINGTON, KY
Phone
(888) 999-7741
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4F · Temporary Disability (accident and sickness)
4Q · Other
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
FRANK N HESTAND CPA PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR | 31-1558779 | LEXINGTON, KY | NONE | $150K | — |
| HIGHMARK BC BS WEST VIRGINIA | 55-0624615 | — | NONE | $51K | — |
| IMA INC. | — | INDIANOPOLIS, IN | NONE | $23K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 26-4310632 | CHARLESTON, WV | NONE | $10K | — |
| FRANK N HESTAND CPA PSC | 61-1336870 | LEXINGTON, KY | NONE | $9K | — |
| JOHN DASCOLI PLLC | 20-5780253 | CHARLESTON, WV | NONE | $6K | — |
| TRUIST BANK | 61-0286780 | CHARLESTON, WV | 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.