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Original filing (PDF)20251015162705NAL0002748275003
BOARD OF TRUSTEES OF ALLIED WELFARE FUND
Form 5500
FILING_RECEIVED
ALLIED WELFARE FUND
Health & welfare plan
Signals · 4
50% in single holding~298 bps in Sched C feesNo recordkeeper disclosed14 service providers
Active participants
1,532
Accounts w/ balance
—
Plan assets (EOY)
$48.3M
Net assets (EOY)
$44.7M
How this plan invests
This plan
4 pooled trusts
Schedule D
5 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
80
Participation health
100
Knocking points off
- Top holding "AM ALGAM ATED BANK LONGVIEW 500 VEBA FUND" is 50% of plan.
- 298 bps in Schedule C fees — 926% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF ALLIED WELFARE FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF ALLIED WELFARE FUND
EIN
22-6062974
Address
1441 SOUTH AVENUE, SUITE 702 · STATEN ISLAND, NY · 10314
Phone
(866) 646-1778
Industry
Retail Tradesee 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
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLIE N. HALL SR. | 22-6062974 | — | TRUSTEE | $9K | — |
Other
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROSSROADS HEALTHCARE MGMT LLC | 74-3064316 | — | NONE | $612K | — |
| GUARDIAN NURSES HEALTHCARE ADVOCATE | — | FLOURTOWN, PA | NONE | $277K | — |
| ANTHEM BLUE CROSS | 23-7391136 | — | NONE | $165K | — |
| FRIEDMAN AND ANSPACH | 13-3403675 | — | NONE | $121K | — |
| WEAVER AND TIDWELL, L.L.P. | 75-0786316 | — | NONE | $62K | — |
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $40K | — |
| MAGNACARE ADMINISTATIVE SERVICES | 11-3410766 | — | NONE | $40K | — |
| HEALTH ADVOCATE SOLUTIONS, INC. | — | PLYMOUTH MEETING, PA | NONE | $31K | — |
| DAVID R. PFAFF, M.D. | 13-3687263 | — | NONE | $24K | — |
| REYNOLDS CONSULTING SERVICES LLC | 20-1899564 | — | NONE | $19K | — |
| DD SERVICES, INC | 11-2705347 | — | NONE | $14K | — |
| SUMMIT ACTUARIAL SERVICES | 20-3838633 | — | NONE | $14K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $10K | — |
Investments
1 direct security · 4 pooled funds· $46.7M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$32.2M
3 holdings
Uncategorized
$10.8M
1 holding
103-12 Investment Entity
$3.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONGVIEW LARGECAP 500 VEBA INDEX AMALGAMATED BANK · EIN 13-4015803 / PN 008 | Common Collective Trust | — | $6.1M | $23.5M | 48.6% | |
| BOYD WATTERSON BOYD WATTERSON GSA FUND, LP | — | — | $8.6M | $10.8M | 22.4% | |
| NHIT CORE PLUS FULL DISCRETION TR. LOOMIS SALYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 022 | Common Collective Trust | — | $6.6M | $7.2M | 14.9% | |
| ULLICO INFRASTRUCTURE TAX EXEMPT ULLICO INVESTMENT ADVISORS INC. · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | $3.5M | $3.7M | 7.6% | |
| LONGVIEW CORE BOND VEBA FUND AMALGAMATED BANK · EIN 20-1200740 / PN 012 | Common Collective Trust | — | $1.4M | $1.5M | 3.2% |
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