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Original filing (PDF)20251012174849NAL0000174115005
BOARD OF TRUSTEES OF SOUTHERN PAINTERS WELFARE FUND
Form 5500
FILING_RECEIVED
SOUTHERN PAINTERS WELFARE FUND
Health & welfare plan
Signals · 3
~497 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
1,958
Accounts w/ balance
—
Plan assets (EOY)
$41.8M
Net assets (EOY)
$37.5M
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
- 497 bps in Schedule C fees — 1614% 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 SOUTHERN PAINTERS WELFARE FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF SOUTHERN PAINTERS WELFARE FUND
EIN
58-1910292
Address
5 HOT METAL STREET · SUITE 200 · PITTSBURGH, PA · 15203
Phone
(412) 432-1125
Industry
Constructionsee all
Plan administrator
Name
BOARD OF TRUSTEES OF SOUTHERN PAINTERS WELFARE FUND
EIN
58-1910292
City
PITTSBURGH, PA
Phone
(412) 432-1125
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-12
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHMARK | 23-1294723 | — | NONE | $932K | — |
| SOUTHERN BENEFIT ADMINISTRATORS INC | 62-1116095 | — | NONE | $432K | — |
| EXPRESS SCRIPTS INC | 43-1420563 | — | NONE | $247K | — |
| ROBEIN,URANN,SPENCER,PICARD&CANGEMI | 72-0999672 | — | NONE | $126K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $105K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $82K | — |
| HIGHLAND CAPITAL | 27-5440911 | — | NONE | $67K | — |
| HEALTHLINX, LLC | — | DRAPER, UT | NONE | $60K | — |
| PNC BANK | 22-1146430 | — | NONE | $27K | — |
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.