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Original filing (PDF)20250613133010NAL0017592609005
UNITED STEELWORKERS OF AMERICA,AFL CIO CLC VACATION TRUST FUND
Form 5500
FILING_RECEIVED
UNITED STEELWORKERS OF AMERICA, AFL-CIO-CLC MULTI- EMPLOYER VACATION TRUST FUND
Health & welfare plan
Signals · 2
~128 bps in Sched C feesNo recordkeeper disclosed
Active participants
402
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
-$28K
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
- 128 bps in Schedule C fees — 146% 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 UNITED STEELWORKERS OF AMERICA,AFL CIO CLC VACATION TRUST FUND.
Plan sponsor
Name
UNITED STEELWORKERS OF AMERICA,AFL CIO CLC VACATION TRUST FUND
EIN
61-0909867
Address
230 LEXINGTON GREEN CIRCLE, STE 400 · LEXINGTON, KY · 40503
Phone
(888) 999-7741
Industry
Constructionsee all
Plan administrator
Name
UNITED STEELWORKERS OF AMERICA,AFL CIO CLC VACATION TRUST FUND
EIN
61-0909867
City
LEXINGTON, KY
Phone
(888) 999-7741
Plan characteristics
Plan number
502
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-13
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
FRANK N HESTAND CPA PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR | 31-1558779 | LEXINGTON, KY | CONTRACT ADMINISTRATOR | $17K | — |
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.