Original filing (PDF)20250926132821NAL0004034947001

BOARD OF TRUSTEES FULTON FISH MARKET WELFARE FUND

Name: BOARD OF TRUSTEES FULTON FISH MARKET WELFARE FUND — FULTON FISH MARKET WELFARE FUND, Form 5500 (2024)
Creator: BOARD OF TRUSTEES FULTON FISH MARKET WELFARE FUND

Form 5500

FILING_RECEIVED

FULTON FISH MARKET WELFARE FUND

Health & welfare plan

Signals · 3

85% in single holding~469 bps in Sched C fees8 service providers

Active participants

211

Accounts w/ balance

—

Plan assets (EOY)

$10.2M

Net assets (EOY)

$9.6M

How this plan invests

This plan

2 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 FULTON FISH MARKET WELFARE FUND.

Plan sponsor

Name

BOARD OF TRUSTEES FULTON FISH MARKET WELFARE FUND

EIN

13-5562786

Address

1040 AVENUE OF THE AMERICAS · 24TH FLOOR · NEW YORK, NY · 10018

Phone

(212) 505-5050

Industry

Retail Tradesee all

Plan administrator

Name

DANIEL H. COOK ASSOCIATES, INC.

EIN

11-2424843

City

NEW YORK, NY

Phone

(212) 227-7786

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4F · Temporary Disability (accident and sickness)

4H · Long-Term Disability

Audit & trust (Schedule H)

Auditor

CALIBRE CPA GROUP, PLLC

Trustee / custodian

Service providers (Schedule C)

8 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CALIBRE CPA GROUP PLLC	47-0900880	—	NONE	$46K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
UNITED HEALTHCARE INSURANCE COMPANY	36-2739571

Investments

2 direct securities· $9.5M(93% of reported assets)

PI						% of plan
	VANGUARD SHORT TERM INVESTM ENT GRADE - ADM	Other securities	—	$8.2M	$8.0M	78.8%
	VANGUARD TOTAL STOCK M ARKET INDEX - ADM	Other securities	—	$744K	$1.5M	14.3%

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