Original filing (PDF)20251015182859NAL0007168240001

BOARD OF TRUSTEES LOCAL 888 HEALTH FUND

Name: BOARD OF TRUSTEES LOCAL 888 HEALTH FUND — LOCAL 888 HEALTH FUND, Form 5500 (2024)
Creator: BOARD OF TRUSTEES LOCAL 888 HEALTH FUND

Form 5500

FILING_RECEIVED

LOCAL 888 HEALTH FUND

Health & welfare plan

Signals · 4

55% in single holding12% employer stock~1371 bps in Sched C fees23 service providers

Active participants

1,318

Accounts w/ balance

—

Plan assets (EOY)

$13.3M

Net assets (EOY)

$11.1M

How this plan invests

This plan

74 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES LOCAL 888 HEALTH FUND.

Plan sponsor

Name

BOARD OF TRUSTEES LOCAL 888 HEALTH FUND

EIN

13-1564856

Address

475 MARKET STREET, SUITE 307 · ELMWOOD PARK, NJ · 07407

Phone

(914) 668-8881

Industry

Manufacturingsee 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

2025-10-15

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4F · Temporary Disability (accident and sickness)

4L · Death Benefits (other than life insurance)

Audit & trust (Schedule H)

Auditor

CITRIN COOPERMAN & COMPANY, LLP

Trustee / custodian

Service providers (Schedule C)

23 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

74 direct securities· $11.3M(84% of reported assets)

Other securities

$7.7M

6 holdings

Common Stock

$1.4M

54 holdings

Corporate Bonds

$1.0M

8 holdings

Cash / Money Market

$546K

2 holdings

U.S. Treasuries

$300K

2 holdings

Agency / Mortgage-Backed

$163K

1 holding

Bonds / Notes

$135K

1 holding

					% of plan
CAP FUND VANGUARD SHORT-TERM ** Mutual Funds	Other securities	—	$6.3M	$6.2M	46.6%
MARKET Money Markey Funds	Other securities	—	$546K	$546K	4.1%
MARKET JPMORGAN 100% US 517,749 TREASURY MONEY Market Funds	Cash / Money Market	—	$518K	$518K	3.9%
BOND INDEX ADM WALDEN INTERNATIONAL ** Mutual Funds	Other securities	—	$369K	$492K	3.7%
BOSTON TRUST SMID ** Mutual Funds	Other securities	—	$158K	$251K	1.9%
Agency Securities U.S. TREASURY NOTES U.S. Government and 225,000	U.S. Treasuries	—	$235K	$233K	1.7%
03/01/2026 JPMORGAN CHASE & CO 230,000 Corporate Bonds	Common Stock	—	$235K	$224K	1.7%
Corporate Bonds	Corporate Bonds	—	$206K	$188K	1.4%
Corporate Bonds	Corporate Bonds	—	$167K	$165K	1.2%
U.S. Government and 185,000 FNMA 2.125% 04/24/2026	Agency / Mortgage-Backed	—	$171K	$163K	1.2%
Corporate Bonds	Corporate Bonds	—	$140K	$138K	1.0%
4/1/2027 EVERSOURCE ENERGY 140,000 Corporate Bonds	Other securities	—	$145K	$135K	1.0%
3/26/2027 140,000 NIKE INC 2.75% 3/27/2027 Corporate Bonds	Bonds / Notes	—	$139K	$135K	1.0%
Corporate Bonds	Corporate Bonds	—	$150K	$122K	0.9%
KIMBERLY-CLARK CORP 125,000 Corporate Bonds	Common Stock	—	$144K	$116K	0.9%
Corporate Bonds	Corporate Bonds	—	$131K	$114K	0.9%
Corporate Bonds	Corporate Bonds	—	$122K	$107K	0.8%
EMERGING MARKETS ETF funds Exchange-traded funds	Other securities	—	$99K	$101K	0.8%
Corporate Bonds	Corporate Bonds	—	$98K	$98K	0.7%
MICROSOFT CORP Common Stocks	Common Stock	—	$36K	$84K	0.6%
Corporate Bonds	Corporate Bonds	—	$82K	$73K	0.5%
CHEMICALS INC 375 ALPHABET INC CLASS A Common Stocks	Common Stock	—	$47K	$71K	0.5%
US TREASURY NOTES U.S. Government and 70,000	U.S. Treasuries	—	$67K	$67K	0.5%
COM 240 APPLE INC Common Stocks	Common Stock	—	$21K	$60K	0.5%
06/15/25 UNION PACIFIC CORP 50,000 Corporate Bonds	Common Stock	—	$54K	$50K	0.4%
INC 125 VISA INC. CLASS A Common Stocks	Common Stock	—	$22K	$40K	0.3%
JPMORGAN CHASE & CO. Common Stocks	Common Stock	—	$18K	$37K	0.3%
COM 315 EXXON MOBIL CORP Common Stocks	Common Stock	—	$26K	$34K	0.3%
ACCENTURE PLC CLASS 95 Common Stocks	Common Stock	—	$18K	$33K	0.3%
PROCESSING INC. 10 AUTOZONE INC Common Stocks	Common Stock	—	$13K	$32K	0.2%
META PLATFORMS INC CL 50 Common Stocks	Common Stock	—	$26K	$29K	0.2%
INCORPORATED 200 JOHNSON & JOHNSON Common Stocks	Common Stock	—	$32K	$29K	0.2%
JPMORGAN 100% US 28,522 TREASURY MONEY Market Funds	Cash / Money Market	—	$29K	$29K	0.2%
CL B UNITEDHEALTH GROUP 50 Common Stocks	Common Stock	—	$17K	$25K	0.2%
APPLIED MATERIALS INC Common Stocks	Common Stock	—	$22K	$25K	0.2%
COM 165 PEPSICO INC. Common Stocks	Common Stock	—	$23K	$25K	0.2%
CHUBB LIMITED Common Stocks	Common Stock	—	$15K	$25K	0.2%
BOOKING HOLDINGS INC Common Stocks	Common Stock	—	$14K	$25K	0.2%
NVIDIA CORPORATION Common Stocks	Common Stock	—	$24K	$24K	0.2%
AMAZON COM INC Common Stocks	Common Stock	—	$20K	$20K	0.1%
CISCO SYSTEMS INC Common Stocks	Common Stock	—	$14K	$19K	0.1%
AUTOMATIC DATA 65 Common Stocks	Common Stock	—	$11K	$19K	0.1%
UNION PACIFIC CORP. Common Stocks	Common Stock	—	$15K	$18K	0.1%
DEERE & COMPANY Common Stocks	Common Stock	—	$13K	$17K	0.1%
STRYKER CORPORATION Common Stocks	Common Stock	—	$7K	$14K	0.1%
ADOBE INC Common Stocks	Common Stock	—	$14K	$13K	<0.1%
UNITED PARCEL SERVICE- 95 Common Stocks	Common Stock	—	$14K	$12K	<0.1%
INC 55 MARSH & MC LENNAN CO Common Stocks	Common Stock	—	$6K	$12K	<0.1%
QUALCOMM INC Common Stocks	Common Stock	—	$14K	$12K	<0.1%
LULULEMON ATHLETICA 30 Common Stocks	Common Stock	—	$8K	$11K	<0.1%

1–50 of 74

1 / 2

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$6.3M JPMorgan$808K BlackRock / iShares$10K

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THE CONSOLIDATED EDISON RETIREE HEALTH PROGRAM FOR WEEKLY EMPLOYEES

Name	EIN	Location	Relation	Direct comp	Indirect comp
SLEVIN & HART P.C.	52-1708613	WASHINGTON, DC	ATTORNEY	$176K	—
BARNES, IACCARINO & SHEPHERD LLP	26-3858697	HEMPSTEAD, NY	ATTORNEY	$31K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE SEGAL COMPANY, INC.	13-1835864	NEW YORK, NY	ACTUARIAL	$34K	—
NEPC, LLC	26-1429809	BOSTON, MA	INVESTMENT ADVISORY	$23K	—
BOSTON TRUST & INVESMENT MANAGEMENT	04-2273811	BOSTON, MA	INVESTMENT MANAGER	$22K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
CIGNA HEALTH AND LIFE INSURANCE CO.	59-1031071	BLOOMFIELD, CT	CONTRACT ADMINISTRATOR	$529K	—
ROSALBA PEREZ	13-1564856	ELMWOOD PARK, NJ	PLAN ADMINISTRATOR	$170K	—
DARIO HEALTH CORP	45-2973162	NEW YORK, NY	CONTRACT ADMINISTRATOR	$19K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
CITRIN COOPERMAN ADVISORS LLC	87-2525370	MCLEAN, VA	ACCOUNTANT	$45K	—
CITRIN COOPERMAN & COMPANY, LLP	22-2428965	JERICHO, NY	ACCOUNTANT	$28K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
JEAN EDY JOSEPH	13-1564856	ELMWOOD PARK, NJ	EMPLOYEE	$89K	—
RAMONA AYBAR	13-1564856	ELMWOOD PARK, NJ	EMPLOYEE	$87K	—
FLORMARIA TOULSON	13-1564856	ELMWOOD PARK, NJ	EMPLOYEE	$79K	—
JOU ZOQUIER	13-1564856	ELMWOOD PARK, NJ	EMPLOYEE	$77K	—
VEDWATIE PRASAD	13-1564856	ELMWOOD PARK, NJ	EMPLOYEE	$71K	—
LOURDES LANZOT	13-1564856	ELMWOOD PARK, NJ	EMPLOYEE	$71K	—
PIERRE J. BOUTIN	13-1564856	ELMWOOD PARK, NJ	EMPLOYEE	$69K	—
CVS PHARMACY, INC	05-0340626	FAIRFIELD, NJ	CLAIMS PROCESSING	$60K	—
LOUVINIA GREENAWAY	13-1564856	ELMWOOD PARK, NJ	EMPLOYEE	$55K	—
NELSY RODRIGUEZ	13-1564856	ELMWOOD PARK, NJ	EMPLOYEE	$46K	—
HILB GROUP	47-4324398	BRAINTREE, MA	CLAIMS PROCESSING	$22K	—
VISION SCREENING	11-2358021	CENTEREACH, NY	CLAIMS PROCESSING	$20K	—