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Original filing (PDF)20260313204934NAL0009655906001
PLUMBERS AND PIPEFITTERS LOCAL 625 HEALTH & WELFARE FUND
Form 5500
FILING_RECEIVED
PLUMBERS AND PIPEFITTERS LOCAL 625 HEALTH & WELFARE FUND
Health & welfare plan
Signals · 2
~823 bps in Sched C feesNo recordkeeper disclosed
Active participants
287
Accounts w/ balance
—
Plan assets (EOY)
$8.7M
Net assets (EOY)
$4.8M
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
- 823 bps in Schedule C fees — 1483% 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 PLUMBERS AND PIPEFITTERS LOCAL 625 HEALTH & WELFARE FUND.
Plan sponsor
Name
PLUMBERS AND PIPEFITTERS LOCAL 625 HEALTH & WELFARE FUND
EIN
88-2080702
Address
9200 US ROUTE 60 · ONA, WV · 25545
Phone
(304) 344-3881
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-13
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
HARRIS, HARDIN & COMPANY, A.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRUMDALE PARTNERS | 36-4885418 | — | NONE | $458K | — |
| AMERICAN BENEFIT CORPORATION | 55-0572859 | — | NONE | $126K | — |
| LABOR FIRST LLC | 06-1750191 | — | NONE | $112K | — |
| JOHN DASCOLI PLLC | 25-1750131 | — | NONE | $12K | — |
| HARRIS HARDIN & COMPANY A.C. | 55-0756523 | — | NONE | $12K | — |
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.