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Original filing (PDF)20251015141412NAL0005100929002
PUBLIC HEALTH SOLUTIONS
Form 5500
FILING_RECEIVED
PUBLIC HEALTH SOLUTIONS RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
100% in single holding~103 bps in Sched C fees
Active participants
57
Accounts w/ balance
—
Plan assets (EOY)
$45.1M
Net assets (EOY)
$45.1M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
75
Participation health
100
Knocking points off
- Top holding "[DFE: WILMINGTON GLOBAL ADVISORS (no filing on disk)]" is 100% of plan.
- 103 bps in Schedule C fees — 254% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PUBLIC HEALTH SOLUTIONS.
Plan sponsor
Name
PUBLIC HEALTH SOLUTIONS
EIN
13-5669201
Address
40 WORTH STREET 4TH FLOOR · NEW YORK, NY · 100139998
Phone
(646) 619-6400
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIBSON COMPANY | 13-1835864 | NEW YORK, NY | NONE | $224K | — |
| THE SEGAL COMPANY | 13-1835864 | NEW YORK, NY | NONE | $163K | — |
| MARSH / FIDUCIARY INS. | — | NEW YORK, NY | NONE | $40K | — |
| WILMINGTON TRUST | — | WILMINGTON, DE | — | $26K | — |
| STATE STREET INVESTMENT MANAGEMENT | — | BOSTON, MA | — | $9K | — |
Investments
1 pooled fund· $19.3M(43% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WILMINGTON GLOBAL ADVISORS LONG US CRED CORP INDEX NL · EIN 16-1486454 / PN 001 | Common Collective Trust | — | — | $19.3M | 42.8% |
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