Original filing (PDF)20250716114923NAL0002376851001

LAERDAL MEDICAL CORPORATION

Name: LAERDAL MEDICAL CORPORATION — LAERDAL MEDICAL CORPORATION EMPLOYEES' PENSION PLAN, Form 5500 (2024)
Creator: LAERDAL MEDICAL CORPORATION

Form 5500

FILING_RECEIVED

LAERDAL MEDICAL CORPORATION EMPLOYEES' PENSION PLAN

Defined-benefit pension plan

Signals · 3

22% employer stock~86 bps in Sched C feesNo recordkeeper disclosed

Active participants

174

Accounts w/ balance

—

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

How this plan invests

This plan

309 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

100

Knocking points off

Total administrative cost in the bottom quartile of peers (6th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAERDAL MEDICAL CORPORATION.

Plan sponsor

Name

LAERDAL MEDICAL CORPORATION

EIN

13-2587752

Address

167 MYERS CORNERS ROAD · WAPPINGERS FALLS, NY · 125908840

Phone

(845) 297-7770

Industry

Wholesale Tradesee all

Plan administrator

Name

PATRICIA GOODWIN

EIN

13-2587752

City

WAPPINGERS FALLS, NY

Phone

(845) 297-7770

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-16

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

PKF O'CONNOR DAVIES LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH,PIERCE,FENNER & SMITH	13-5674085	—	BROKERAGE	$97K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
BANK OF AMERICA	94-1687665	—	TRUSTEE	$10K	—

Investments

309 direct securities· $27.7M(100% of reported assets)

Other securities

$18.2M

37 holdings

Common Stock

$6.0M

178 holdings

Agency / Mortgage-Backed

$1.1M

63 holdings

Cash / Money Market

$839K

2 holdings

U.S. Treasuries

$772K

6 holdings

Mutual Funds

$592K

1 holding

Bonds / Notes

$214K

19 holdings

Preferred Stocks

$13K

1 holding

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.

Lord Abbett$576K Neuberger Berman$574K Fidelity$77K Wells Fargo / Allspring$58K BlackRock / iShares$17K Voya$9K

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					% of plan
Carried forward SHARES / UNITS	Other securities	—	$3.8M	$5.6M	44.7%
Carried forward SHARES / UNITS	Other securities	—	$2.9M	$4.2M	33.7%
Carried forward SHARES / UNITS	Other securities	—	$2.0M	$2.6M	20.7%
Carried forward SHARES / UNITS	Other securities	—	$1.2M	$1.7M	13.3%
Carried forward SHARES / UNITS	Other securities	—	$1.1M	$1.1M	8.7%
BLF FedFund Cash Reserve	Cash / Money Market	—	$822K	$822K	6.6%
Carried forward SHARES / UNITS	Other securities	—	$624K	$655K	5.2%
S Cohen & Steers Low Duration Fund	Mutual Funds	—	$585K	$592K	4.7%
Lord Abbett Short Duration Income Fund	Other securities	—	$585K	$576K	4.6%
Neuberger Berman Strategic Income Fund	Other securities	—	$611K	$574K	4.6%
Carried forward SHARES / UNITS	Other securities	—	$466K	$443K	3.5%
Carried forward SHARES / UNITS	Other securities	—	$184K	$277K	2.2%
U.S.Treasury Note 4%; 2028	U.S. Treasuries	—	$264K	$267K	2.1%
Nvidia Corp.	Common Stock	—	$23K	$212K	1.7%
Tesla Inc.	Common Stock	—	$106K	$208K	1.7%
FNMA PFS6631 2.5%; 2052	Agency / Mortgage-Backed	—	$197K	$195K	1.6%
Meta Platforms Inc.	Common Stock	—	$29K	$167K	1.3%
U.S.Treasury Note 2.75%; 2027	U.S. Treasuries	—	$152K	$154K	1.2%
Amazon Com Inc.	Common Stock	—	$37K	$142K	1.1%
Netflix Com Inc.	Common Stock	—	$47K	$131K	1.0%
Visa Inc. CL A	Common Stock	—	$22K	$111K	0.9%
Oracle Corp.	Common Stock	—	$37K	$107K	0.9%
U.S.Treasury Note 3.625%; 2029	U.S. Treasuries	—	$108K	$107K	0.9%
Disney Walt Co.	Common Stock	—	$101K	$106K	0.8%
Boeing Co.	Common Stock	—	$94K	$97K	0.8%
Microsoft Corp.	Common Stock	—	$15K	$94K	0.8%
U.S.Treasury Bond 1.75%; 2041	U.S. Treasuries	—	$100K	$91K	0.7%
CORPORATE AND U.S. GOVERNMENT SECURITIES FHLMC RA 5391 3%; 2051	Agency / Mortgage-Backed	—	$87K	$86K	0.7%
U.S.Treasury Note 4.00%; 2034	U.S. Treasuries	—	$87K	$84K	0.7%
Fidelity National Info	Other securities	—	$54K	$77K	0.6%
American Tower Corp.	Common Stock	—	$83K	$75K	0.6%
Alphabet Inc. Cl A	Common Stock	—	$17K	$74K	0.6%
Welltower Inc.	Common Stock	—	$47K	$74K	0.6%
SalesForce Inc.	Common Stock	—	$34K	$73K	0.6%
U.S.Treasury Bond 3%; 2052	U.S. Treasuries	—	$78K	$70K	0.6%
PayPal Holdings, Inc.	Common Stock	—	$65K	$67K	0.5%
Alphabet Inc. Cl C	Common Stock	—	$7K	$65K	0.5%
Autodesk Inc.	Common Stock	—	$13K	$62K	0.5%
Crown Castle International Corp.	Common Stock	—	$80K	$62K	0.5%
Digital Reality Trust, Inc.	Common Stock	—	$41K	$59K	0.5%
Capital One Financial Corp.	Common Stock	—	$31K	$58K	0.5%
FNMA PFS5452 3.5%; 2053	Agency / Mortgage-Backed	—	$59K	$58K	0.5%
Wells Fargo & Co.	Common Stock	—	$35K	$58K	0.5%
Novo Nordisk AS ADR	Common Stock	—	$38K	$57K	0.5%
Shopify, Inc. CL A	Common Stock	—	$29K	$54K	0.4%
Teva Pharmaceutical Industries Ltd	Common Stock	—	$22K	$54K	0.4%
Avantor Inc.	Common Stock	—	$54K	$52K	0.4%
Coterra Energy Inc.	Common Stock	—	$51K	$52K	0.4%
FHLMC SD 8360 4.5%; 2053	Agency / Mortgage-Backed	—	$52K	$51K	0.4%
Simon Property Group	Common Stock	—	$29K	$51K	0.4%

1–50 of 309

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