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Original filing (PDF)20250403124400NAL0015690448001
U.A.P.P. LOCAL UNION NO. 142 WELFARE FUN OF U.A.P.P.
Form 5500
FILING_RECEIVED
U.A.P.P. LOCAL UNION NO.142 WELFARE FUND
Health & welfare plan
Signals · 3
~188 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
1,019
Accounts w/ balance
—
Plan assets (EOY)
$34.4M
Net assets (EOY)
$29.6M
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
- 188 bps in Schedule C fees — 547% 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 U.A.P.P. LOCAL UNION NO. 142 WELFARE FUN OF U.A.P.P..
Plan sponsor
Name
U.A.P.P. LOCAL UNION NO. 142 WELFARE FUN OF U.A.P.P.
EIN
74-6183181
Address
2425 N.CENTRAL EXPRESSWAY SUITE 120 · RICHARDSON, TX · 75080
Phone
(469) 423-6100
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
2025-04-03
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
HARPER & PEARSON COMPANY P.C,
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTR | 86-0785790 | RICHARDSON, TX | — | $300K | — |
| BLUE CROSS BLUE SHIELD OF IL | 36-1236610 | CHICAGO, IL | — | $202K | — |
| RYAN BENEFITS, INC. | 46-1358532 | PLANO, TX | — | $65K | — |
| CONNER & WINTERS, LLP | 73-1388566 | HOUSTON, TX | — | $31K | — |
| RBC CAPITAL MARKETS | 41-1416330 | DALLAS, TX | — | $30K | — |
| HARPER & PEARSON COMPANY, P.C. | 74-1695589 | HOUSTON, TX | — | $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.