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Original filing (PDF)20250415103011NAL0001430403005
PLUMBERS & STEAMFITTERS LOCAL 60 HEALTH AND WELFARE FUND
Form 5500
FILING_RECEIVED
PLUMBERS & STEAMFITTERS LOCAL 60 HEALTH & WELFARE FUND
Health & welfare plan
Signals · 3
~606 bps in Sched C feesNo recordkeeper disclosed15 service providers
Active participants
529
Accounts w/ balance
—
Plan assets (EOY)
$17.2M
Net assets (EOY)
$16.2M
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
- 606 bps in Schedule C fees — 1989% 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 PLUMBERS & STEAMFITTERS LOCAL 60 HEALTH AND WELFARE FUND.
Plan sponsor
Name
PLUMBERS & STEAMFITTERS LOCAL 60 HEALTH AND WELFARE FUND
EIN
72-0450650
Address
3515 I-10 SERVICE ROAD · METAIRIE, LA · 70002
Phone
(504) 885-3064
Industry
Plumbing, Heating, AC Contractors· 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
2025-04-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsOther
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | 36-1236610 | — | NONE | $368K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 23-2182079 | — | SERVICES REL BENEFIT PLAN | $101K | — |
| MICHAEL EILERS | 72-0450650 | — | NONE | $89K | — |
| JOSHUA MATHERNE | 72-0450650 | — | SERVICES REL BENEFIT PLAN | $89K | — |
| WEAVER & TIDWELL, LLP | 75-0786316 | — | SERVICES REL BENEFIT PLAN | $53K | — |
| FFC INVEST. ADV. OF RAYMOND JAMES | 59-1237041 | — | NONE | $52K | — |
| DEBRA BLACKWELL | 72-0450650 | — | SERVICES REL BENEFIT PLAN | $50K | — |
| MICHELLE FREGIA | 72-0450650 | — | SERVICES REL BENEFIT PLAN | $50K | — |
| LISA BECNEL | 72-0450650 | — | NONE | $45K | — |
| MEDCO HEALTH SOLUTIONS, INC. | 22-3461740 | — | NONE | $35K | — |
| PEDELAHORE & CO. LLP | 72-0535866 | — | SERV REL BEN PLAN & UNION | $33K | — |
| OSBORN CARREIRO & ASSOCIATES INC. | 71-0631123 | — | SERVICES REL BENEFIT PLAN | $23K | — |
| VALENZ CARE | 36-4869960 | — | NONE | $19K | — |
| ASMED HEALTH LLC | 27-4189010 | — | NONE | $18K | — |
| ROBEIN, URANN, SPENCER ET AL | 72-0999672 | — | SERVICES REL PLAN & UNION | $18K | — |
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.