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Original filing (PDF)20251014152010NAL0003265617001
BOARD OF TRUSTEES LABORERS AND OP ENGINEERS AGREEMENT H&W TRUST FUND
Form 5500
FILING_RECEIVED
LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT HEALTH & WELFARE TRUST FUND
Health & welfare plan
Signals · 1
9 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES LABORERS AND OP ENGINEERS AGREEMENT H&W TRUST FUND.
Plan sponsor
Name
BOARD OF TRUSTEES LABORERS AND OP ENGINEERS AGREEMENT H&W TRUST FUND
EIN
86-0576428
Address
2550 W UNION HILLS DR STE 290 · PHOENIX, AZ · 850275198
Phone
(602) 249-3582
Industry
Finance & Insurancesee 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
2025-10-14
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
BALDWIN MOFFITT BEHM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIGNA HEALTH & LIFE | 59-1031071 | — | NONE | $258K | — |
| SOUTHWEST SERVICE ADMIN | 86-0576428 | — | NONE | $154K | — |
| THE SEGAL COMPANY | 94-1503999 | — | NONE | $111K | — |
| SEGAL SELECT INSURANCE BROKERAGE | 44-0619194 | — | NONE | $22K | — |
| WEINBERG ROGER & ROSENFELD | 94-2458080 | — | NONE | $19K | — |
| BALDWIN MOFFITT BEHM LLP | 46-4370753 | — | NONE | $9K | — |
| LETTERSTREAM | 20-0322180 | — | NONE | $8K | — |
| VISION SERVICE PLAN | 91-6056925 | — | NONE | $7K | — |
| BOK FINANCIAL | 73-0780382 | — | 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.