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Original filing (PDF)20251006180201NAL0002278819003
MASONRY WELFARE TRUST
Form 5500
FILING_RECEIVED
MASONRY WELFARE PLAN
Health & welfare plan
Signals · 3
~1572 bps in Sched C feesNo recordkeeper disclosed11 service providers
Active participants
504
Accounts w/ balance
—
Plan assets (EOY)
$6.6M
Net assets (EOY)
$2.2M
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
- 1572 bps in Schedule C fees — 2923% 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 MASONRY WELFARE TRUST.
Plan sponsor
Name
MASONRY WELFARE TRUST
EIN
93-6023043
Address
9848 E BURNSIDE · PORTLAND, OR · 97216
Phone
(503) 254-4022
Industry
Constructionsee all
Plan administrator
Name
MASONRY WELFARE TRUST
EIN
93-6023043
City
PORTLAND, OR
Phone
(503) 254-4022
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4Q · Other
Audit & trust (Schedule H)
Auditor
MIDDLETON & CO., CPA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASONRY INDUSTRY TRUST ADMIN. | 93-1144705 | — | — | $511K | — |
| VALENZ CLAIM | — | DALLAS, TX | — | $209K | — |
| BRADLEY L. MIDDLETON, PC | 93-1215960 | — | — | $102K | — |
| MIDDLETON & CO, CPA, PC | 93-0809066 | — | — | $78K | — |
| INNOVATIVE CARE MANAGEMENT | — | PORTLAND, OR | — | $54K | — |
| LABOR FIRST, LLC | 06-1750191 | MOUNT LAUREL, NJ | — | $40K | — |
| MILLIMAN | 91-0675641 | PORTLAND, OR | — | $18K | — |
| MODA HEALTH, INC. | 93-0989307 | PORTLAND, OR | — | $12K | — |
| KEYCORP | 34-6542451 | — | — | $11K | — |
| DODGE & COX FUNDS - DODIX | 94-3073289 | — | — | — | — |
| METROPOLITAN WEST ASSET MGMT, LLC | 95-4625304 | — | — | — | — |
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.
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