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Original filing (PDF)20250501201007NAL0002645075004
A.F.OF L - A.G.C. BUILDING TRADES WELFARE PLAN
Form 5500
FILING_RECEIVED
A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN
Health & welfare plan
Signals · 3
~395 bps in Sched C feesNo recordkeeper disclosed10 service providers
Active participants
1,248
Accounts w/ balance
—
Plan assets (EOY)
$34.9M
Net assets (EOY)
$22.3M
Plan health score (directional)
83
/ 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
68
Participation health
100
Knocking points off
- 395 bps in Schedule C fees — 1263% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (10 disclosed providers, 5 categories).
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 A.F.OF L - A.G.C. BUILDING TRADES WELFARE PLAN.
Plan sponsor
Name
A.F.OF L - A.G.C. BUILDING TRADES WELFARE PLAN
EIN
63-0327100
Address
P.O. BOX 1492 · MOBILE, AL · 36633
Phone
(251) 438-4765
Industry
Finance & Insurancesee 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
2025-05-01
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)
Audit & trust (Schedule H)
Auditor
STEVEN D EISENBERG CPA, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEDGE CAPITAL MANAGEMENT | 56-1557450 | CHARLOTTE, NC | INVESTMENT MANAGER | $46K | — |
| BHA CONSULTING LLC | 58-1887148 | SUWANEE, GA | ACTUARIAL | $43K | — |
| INVESTMENT PERFORMANCE SERVICES | 58-2432390 | SAVANNAH, GA | INVESTMENT ADVISORY | $29K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEVEN D EISENBERG CPA, P.A. | 65-0140643 | BOCA RATON, FL | AUDITOR | $39K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOPER LAW LLC | 83-2118591 | MOBILE, AL | ATTORNEY | $20K | — |
Insurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | 63-0103830 | BIRMINGHAM, AL | INSURANCE PROVIDER | $1.1M | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATT STRINGER | 63-6055108 | MOBILE, AL | EMPLOYEE | $39K | — |
| ANNETTE PARKER | 63-6055108 | MOBILE, AL | EMPLOYEE | $25K | — |
| KELSEY VRIEZE | 63-6055108 | MOBILE, AL | EMPLOYEE | $20K | — |
| NATALIE PARKER | 63-6055108 | MOBILE, AL | EMPLOYEE | $19K | — |
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.