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Original filing (PDF)20251015204540NAL0007428448005
TRUSTEES PLUMBERS & FITTERS LOCAL UNION 295 WELFARE PLAN
Form 5500
FILING_RECEIVED
PLUMBERS & FITTERS LOCAL UNION 295 WELFARE PLAN
Health & welfare plan
Signals · 3
~714 bps in Sched C feesNo recordkeeper disclosed15 service providers
Active participants
282
Accounts w/ balance
—
Plan assets (EOY)
$7.3M
Net assets (EOY)
$6.3M
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
- 714 bps in Schedule C fees — 1274% 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 TRUSTEES PLUMBERS & FITTERS LOCAL UNION 295 WELFARE PLAN.
Plan sponsor
Name
TRUSTEES PLUMBERS & FITTERS LOCAL UNION 295 WELFARE PLAN
EIN
59-6134281
Address
8657 BAYPINE ROAD BLDG. 5 STE 200 · JACKSONVILLE, FL · 32256
Phone
(904) 538-0100
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsOther
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEATHCARE SHARED SERVICES | 41-1289245 | — | NONE | $113K | — |
| NATIONAL EMPLOYEE BENEFITS ADMIN. | 65-0498809 | — | NONE | $70K | — |
| KARPUS INVESTMENT MANAGEMENT | 16-1290558 | — | NONE | $52K | — |
| GRAIL, LLC | 86-3673636 | — | NONE | $47K | — |
| LABOR FIRST, LLC | 06-1750191 | — | NONE | $39K | — |
| LASSITER-WARE INC. | 59-1258855 | — | NONE | $33K | — |
| U.A. OF JOURNEYMEN & 295 PPF | 59-0488966 | — | RELATED ORGANIZATION | $32K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $28K | — |
| SUGARMAN, SUSSKIND, BRASWELL & HERR | — | CORAL GABLES, FL | NONE | $28K | — |
| ACRISURE | — | GRAND RAPIDS, MI | NONE | $25K | — |
| MEDEXPERT INTERNATIONAL, INC. | — | REDWOOD CITY, CA | NONE | $20K | — |
| UNITED ACTUARIAL SERVICES | — | CARMEL, IN | NONE | $12K | — |
| TELADOC HEALTH, INC. | 04-3705970 | — | NONE | $11K | — |
| PENSION FUND EVALUATIONS INC. | 11-2503982 | — | NONE | $8K | — |
| PART D ADVISORS, INC. | 20-2595200 | — | NONE | $6K | — |
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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