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Original filing (PDF)20251014090201NAL0001147331002
BOARD OF TRUSTEES OF MARBLE
Form 5500
FILING_RECEIVED
MARBLE INDUSTRY TRUST FUND
Health & welfare plan
Signals · 3
~974 bps in Sched C feesNo recordkeeper disclosed18 service providers
Active participants
354
Accounts w/ balance
—
Plan assets (EOY)
$11.6M
Net assets (EOY)
$7.1M
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
80
Participation health
100
Knocking points off
- 974 bps in Schedule C fees — 3260% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF MARBLE.
Plan sponsor
Name
BOARD OF TRUSTEES OF MARBLE
DBA
INDUSTRY TRUST FUND
EIN
13-6118206
Address
253 WEST 35TH - 12TH FLOOR · NEW YORK, NY · 100011970
Phone
(212) 505-5050
Industry
Constructionsee 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
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4C · Supplemental Unemployment
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4G · Prepaid Legal
4L · Death Benefits (other than life insurance)
4Q · Other
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
GOULD KOBRICK & SCHLAPP PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
18 rowsLegal counsel
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLLERAN OHARA & MILLS L.L.P. | 11-2940050 | GARDEN CITY, NY | UNION ATTORNEY | $24K | — |
| VENABLE LLP | 52-0517250 | NEW YORK, NY | UNION ATTORNEY | $16K | — |
Other
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM HEALTHCHOICE ASSURANCE, INC. | 23-7391136 | ATLANTA, GA | NONE | $281K | — |
| ELEFTHERIOS TERRY VOUVOUDAKIS | 13-6118206 | — | NONE | $130K | — |
| MICHAEL SAROSY | 13-6118206 | — | NONE | $118K | — |
| ROBIN YOUNG-TYRELL | 13-6118206 | — | NONE | $117K | — |
| LABOR FIRST LLC | 06-1750191 | MOORESTOWN, NJ | NONE | $105K | — |
| DANIEL H. COOK ASSOCIATES, INC. | 11-2424843 | NEW YORK, NY | NONE | $104K | — |
| VIRGINIA & AMBINDER, LLP | 13-4166736 | — | NONE | $61K | — |
| BROADREACH MEDICAL RESOURCES | 02-0640082 | — | NONE | $56K | — |
| GOULD KOBRICK & SCHLAPP PC | 13-3082707 | NEW YORK, NY | NONE | $38K | — |
| PAYER MATRIX, LLC | 81-3946362 | MEDIA, PA | NONE | $27K | — |
| WORKFORCE ASSIST. PROG & CONSULTING | 20-8231145 | NEW ROCHELLE, NY | NONE | $18K | — |
| THE SEGAL COMPANY | 13-2518466 | — | NONE | $18K | — |
| JPMORGAN CHASE BANK, N.A. | 13-4994650 | — | NONE | $10K | — |
| QUAN-VEST CONSULTANTS INC. | 11-2559669 | MANHASSET, NY | NONE | $6K | — |
| BOYD WATTERSON ASSET MANAGEMENT LLC | 34-1922005 | CLEVELAND, OH | NONE | $4K | — |
| SEGAL SELECT INSURANCE SERVICES, IN | 46-0619194 | — | NONE | — | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.