Original filing (PDF)20250725104556NAL0008627776001

Board of Trustees Laborers' Local 235 Welfare Fund

Name: Board of Trustees Laborers' Local 235 Welfare Fund — Form 5500 Plan 501 (2024)
Creator: Board of Trustees Laborers' Local 235 Welfare Fund
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Laborers Local 235 Welfare Fund

Health & welfare plan · Board of Trustees Laborers' Local 235 Welfare Fund's Laborers Local 235 Welfare Fund held $14.8M in plan assets for 291 participants in 2024.

Signals · 6

No auditor on file32% in single holding19% employer stock~342 bps in Sched C feesNo recordkeeper disclosed9 service providers

Active participants

291

Accounts w/ balance

—

Plan assets (EOY)

$14.8M

Net assets (EOY)

$13.6M

People on this filing

Ralph Merritt signed Board of Trustees Laborers' Local 235 Welfare Fund's 2024 Form 5500 as plan administrator.

Ralph Merritt — Plan Administrator — Form 5500 signer
Mark Fante — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Board of Trustees Laborers' Local 235 Welfare Fund's EIN is 13-1777458.

EIN 13-1777458

Plan number 501

Plan year 2024

ACK ID 20250725104556NAL0008627776001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Board of Trustees Laborers' Local 235 Welfare Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Board of Trustees Laborers' Local 235 Welfare Fund's plan includes health coverage, dental coverage, vision coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOARD OF TRUSTEES LABORERS' LOCAL 235 WELFARE FUND.

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How this plan invests

This plan

171 securities

funds · stocks · CUSIPs

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

Plan health score

Below-average — multiple flags

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

Total plan cost

Plan health

Vendor & structure

Knocking points off

No independent qualified public accountant (IQPA) named.
Total administrative cost in the bottom quartile of peers (1st percentile).
Fragmented vendor stack (9 disclosed providers, 5 categories).

Plan sponsor

Name

BOARD OF TRUSTEES LABORERS' LOCAL 235 WELFARE FUND

EIN

all filings

Address

41 KNOLLWOOD ROAD · ELMSFORD, NY · 10523

Phone

(914) 592-3331

Industry

Construction

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

2025-07-25

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

4E · Vision

4G · Prepaid legal

4Q · Other

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

9 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STACEY BRAUN ASSOCIATES, INC.	13-2889432	NEW YORK, NY	INVESTMENT MANAGER	$24K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

171 direct securities· $13.3M(90% of reported assets)

Other securities

$4.5M

3 holdings

U.S. Treasuries

$3.6M

50 holdings

Common Stocks

$2.6M

84 holdings

Bonds / Notes

$1.4M

28 holdings

Cash / Money Market

$987K

1 holding

Corporate Bonds

$120K

4 holdings

Common Collective Trusts

$54K

1 holding

					% of plan
Securities 9128286T2 Total U.S. Government $ 4,440,444	Other securities	—	$4.4M	$4.4M	29.7%
Funds FEDERATED HERMES GOVT Money Market 986,925 OBLIGATIONS FD CL PREM	Cash / Money Market	—	$987K	$987K	6.7%
Securities 91282CKX8 U.S. TREASURY NOTE U.S. Government 300,000 4.250% NOV 30 2026	U.S. Treasuries	—	$300K	$300K	2.0%
Securities 91282CKC4 U.S. TREASURY NOTE U.S. Government 250,000 4.250% FEB 28 2029	U.S. Treasuries	—	$249K	$249K	1.7%
Securities 91282CFT3 U.S. TREASURY NOTE U.S. Government 175,000 4.125% OCT 31 2027 04.125%	U.S. Treasuries	—	$173K	$174K	1.2%
Securities 91282CKN0 U.S. TREASURY NOTE U.S. Government 175,000 4.375% MAY 15 2034	U.S. Treasuries	—	$175K	$172K	1.2%
NVIDIA 67066G104 Common Stocks	Common Stocks	—	$69K	$154K	1.0%
APPLE INC 037833100 Common Stocks	Common Stocks	—	$80K	$152K	1.0%
Securities 91282CJM4 U.S. TREASURY NOTE U.S. Government 150,000 4.375% NOV 30 2028	U.S. Treasuries	—	$149K	$150K	1.0%
Securities 91282CJF9 U.S. TREASURY NOTE U.S. Government 150,000 4.500% NOV 15 2033	U.S. Treasuries	—	$149K	$149K	1.0%
Securities 91282CKG5 U.S. TREASURY NOTE U.S. Government 135,000 4.500% APR 15 2027	U.S. Treasuries	—	$134K	$136K	0.9%
59156R108 MICROSOFT CORP 310 Common Stocks	Common Stocks	—	$91K	$131K	0.9%
Securities 91282CFU0 U.S. TREASURY NOTE U.S. Government 120,000 4.125% NOV 15 2032 04.125%	U.S. Treasuries	—	$118K	$117K	0.8%
863667AN1 T-MOBILE USA INC COMPANY GUARNT GLB 110,000 Corporate Bonds	Common Stocks	—	$109K	$109K	0.7%
02079K305 AMAZON COM INC COM 480 Common Stocks	Common Stocks	—	$70K	$105K	0.7%
Securities 91282CHY0 U.S. TREASURY NOTE U.S. Government 100,000 4.625% SEP 30 2030	U.S. Treasuries	—	$100K	$101K	0.7%
Securities 91282CHX2 U.S. TREASURY NOTE U.S. Government 100,000 4.625% SEP 15 2026	U.S. Treasuries	—	$100K	$101K	0.7%
SHS G8068L108 ALPHABET INC SHS CL A 530 Common Stocks	Common Stocks	—	$61K	$100K	0.7%
Securities 91282CHT1 U.S. TREASURY NOTE U.S. Government 100,000 4.375% AUG 15 2026	U.S. Treasuries	—	$99K	$100K	0.7%
Securities 91282CHW4 U.S. TREASURY NOTE U.S. Government 100,000 4.375% AUG 31 2028	U.S. Treasuries	—	$99K	$100K	0.7%
Securities 91282CKD2 U.S. TREASURY NOTE U.S. Government 100,000 4.250% MAR 15 2027	U.S. Treasuries	—	$99K	$100K	0.7%
Securities 91282CJP7 U.S. TREASURY NOTE U.S. Government 100,000 4.125% FEB 15 2027	U.S. Treasuries	—	$98K	$100K	0.7%
Securities 91282CHM6 U.S. TREASURY NOTE U.S. Government 100,000 4.125% JUL 31 2028	U.S. Treasuries	—	$100K	$99K	0.7%
Securities 91282CFP1 U.S. TREASURY NOTE U.S. Government 100,000 4.000% OCT 31 2029	U.S. Treasuries	—	$97K	$98K	0.7%
Securities 91282CKE0 U.S. TREASURY NOTE U.S. Government 100,000 4.125% MAR 31 2031	U.S. Treasuries	—	$97K	$98K	0.7%
NOV 15 2027 574599BN5 MCDONALD'S CORP SER 100,000 MTN GLB 04.600% SEP 09 Corporate Bonds	Bonds / Notes	—	$97K	$97K	0.7%
Securities MAR 31 2029 91282CEE7 U.S. TREASURY NOTE U.S. Government 90,000 2.875% MAY 15 2032	U.S. Treasuries	—	$87K	$81K	0.5%
Securities 9128284N7 U.S. TREASURY NOTE U.S. Government 80,000 2.750% AUG 31 2025	U.S. Treasuries	—	$80K	$79K	0.5%
Securities 91282CJA0 U.S. TREASURY NOTE U.S. Government 75,000 4.875% OCT 31 2028	U.S. Treasuries	—	$76K	$76K	0.5%
Securities 91282CHZ7 U.S. TREASURY NOTE U.S. Government 75,000 4.625% SEP 30 2028	U.S. Treasuries	—	$75K	$76K	0.5%
2029 MARRIOTT INTERNATIONAL - 75,000 05.000% OCT 15 2027 Corporate Bonds	Bonds / Notes	—	$74K	$76K	0.5%
2028 581557BT1 NATIONAL RURAL UTIL COOP SER GMTN GLB 75,000 Corporate Bonds	Other securities	—	$74K	$75K	0.5%
2032 58013MFS8 MCKESSON CORP SENIOR 75,000 UNSECURED 04.900% JUL 15 Corporate Bonds	Bonds / Notes	—	$74K	$75K	0.5%
194162AS2 JOHN DEERE CAPITAL CORP 75,000 SER MTN 04.900% MAR 07 Corporate Bonds	Bonds / Notes	—	$75K	$75K	0.5%
099724AL0 BROADCOM INC COMPANY 75,000 GUARNT GLB 04.750% APR Corporate Bonds	Bonds / Notes	—	$75K	$74K	0.5%
APPLOVIN CORP COM 230 Common Stocks	Common Stocks	—	$15K	$74K	0.5%
67103HAG2 PARKER-HANNIFIN CORP - 75,000 04.250% SEP 15 2027 Corporate Bonds	Bonds / Notes	—	$74K	$74K	0.5%
855244AW9 STRYKER CORP GLB 75,000 03.500% MAR 15 2026 Corporate Bonds	Bonds / Notes	—	$73K	$74K	0.5%
548661DU8 MARSH & MCLENNAN COS 75,000 INC GLB 04.375% MAR 15 Corporate Bonds	Bonds / Notes	—	$74K	$74K	0.5%
701094AR5 ROPER TECHNOLOGIES INC 75,000 GLB 04.200% SEP 15 2028 Corporate Bonds	Bonds / Notes	—	$72K	$73K	0.5%
01 2029 254687FL5 EATON CORP COMPANY 75,000 GUARNT GLB 04.150% MAR Corporate Bonds	Bonds / Notes	—	$70K	$71K	0.5%
87264ACV5 TEXAS INSTRS INC GLB 75,000 03.650% AUG 16 2032 Corporate Bonds	Bonds / Notes	—	$68K	$69K	0.5%
30231G102 META PLATFORMS INC 115 CLASS A COMMON STOCK Common Stocks	Common Stocks	—	$45K	$67K	0.5%
Securities 912828YS3 U.S. TRSY INFLATION NTE U.S. Government 62,875 0.750% JUL 15 2028	Bonds / Notes	—	$60K	$60K	0.4%
91324P102 VANGUARD 500 INDEX FUND 100 Common Stocks	Common Collective Trusts	—	$43K	$54K	0.4%
Securities 91282CAV3 U.S. TRSY INFLATION NTE U.S. Government 60,629 0.125% JAN 15 2031	Bonds / Notes	—	$54K	$54K	0.4%
Securities 91282CGC9 U.S. TREASURY NOTE U.S. Government 55,000 3.500% FEB 15 2033	U.S. Treasuries	—	$55K	$51K	0.3%
427866BH0 HOME DEPOT INC GLB 50,000 04.900% APR 15 2029 Corporate Bonds	Bonds / Notes	—	$50K	$50K	0.3%
Securities 91282CKQ3 U.S. TREASURY NOTE U.S. Government 50,000 4.500% MAY 15 2027	U.S. Treasuries	—	$50K	$50K	0.3%
Securities 91282CHK0 U.S. TREASURY NOTE U.S. Government 50,000 4.500% JUL 15 2026	U.S. Treasuries	—	$50K	$50K	0.3%

1–50 of 171

1 / 4

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.

Wells Fargo / Allspring$54K Vanguard$54K JPMorgan$41K BlackRock / iShares$25K MetLife$11K Morgan Stanley$9K

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