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Original filing (PDF)20260323145700NAL0001453473001
JOINT BOT USW LOCAL 10-00086 MERCK EMPLOYEES HEALTH AND WELFARE PLAN
Form 5500
FILING_RECEIVED
USW LOCAL 10-00086 MERCK EMPLOYEES HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 3
~188 bps in Sched C feesNo recordkeeper disclosed10 service providers
Active participants
1,964
Accounts w/ balance
—
Plan assets (EOY)
$86.9M
Net assets (EOY)
$81.6M
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
- 188 bps in Schedule C fees — 1073% above peer band of 16 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 JOINT BOT USW LOCAL 10-00086 MERCK EMPLOYEES HEALTH AND WELFARE PLAN.
Plan sponsor
Name
JOINT BOT USW LOCAL 10-00086 MERCK EMPLOYEES HEALTH AND WELFARE PLAN
EIN
22-3548930
Address
601 DRESHER ROAD · SUITE 201 · HORSHAM, PA · 19044
Phone
(215) 773-0900
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-23
Welfare benefit codes
4A · Health (other than dental or vision)
4E · Vision
4D · Dental
Audit & trust (Schedule H)
Auditor
FISCHER DORWART PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORIZON HEALTHCARE SERVICES INC. | 22-0999690 | — | NONE | $712K | — |
| RAE CONSULTING | 83-4646394 | — | NONE | $249K | — |
| PNC BANK | 23-1146430 | — | NONE | $224K | — |
| EXPRESS SCRIPTS INC. | 43-1420563 | — | NONE | $159K | — |
| WILLIG WILLIAMS & DAVIDSON | 23-2416488 | — | NONE | $112K | — |
| DAY PITNEY LLP | 06-0317480 | — | NONE | $67K | — |
| UNITED CONCORDIA COMPANIES INC. | 25-1687586 | — | NONE | $59K | — |
| CP PRINTING | — | WARMINSTER, PA | NONE | $22K | — |
| HJ KNIGHT INTERNATIONAL | 04-2960092 | — | NONE | $16K | — |
| FISCHER DORWART, P.C. | 23-2247478 | — | NONE | $10K | — |
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.