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Original filing (PDF)20250413174507NAL0000346883001
OPERATING ENGINEERS LOCAL 474 HEALTH & WELFARE FUND
Form 5500
FILING_RECEIVED
OPERATING ENGINEERS LOCAL 474 HEALTH & WELFARE FUND
Health & welfare plan
Signals · 3
~224 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
261
Accounts w/ balance
—
Plan assets (EOY)
$12.4M
Net assets (EOY)
$11.9M
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
- 224 bps in Schedule C fees — 674% 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 OPERATING ENGINEERS LOCAL 474 HEALTH & WELFARE FUND.
Plan sponsor
Name
OPERATING ENGINEERS LOCAL 474 HEALTH & WELFARE FUND
EIN
58-6066594
Address
P.O. BOX 1449 · GOODLETTSVILLE, TN · 37070
Phone
(615) 859-0131
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
DANIELS, IRWIN & AYLOR, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $124K | — |
| ANTHEM BLUECROSS BLUESHIELD OF GA | 58-0469845 | ATLANTA, GA | NONE | $114K | — |
| NATIONAL INVESTMENT SERVICES | — | CHICAGO, IL | NONE | $18K | — |
| DANIELS, IRWIN & AYLOR | 62-1802605 | MADISON, TN | NONE | $11K | — |
| INVESTMENT PERFORMANCE SERVICES | 58-2432390 | SAVANNAH, GA | NONE | $10K | — |
| STRANCH, JENNINGS & GARVEY PLLC | — | NASHVILE, TN | NONE | $2K | — |
| MUTUAL FUND | — | — | NONE | $0 | — |
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.
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