Back to filter
Original filing (PDF)20251015081508NAL0005496928002
LOCAL 360 HEALTH FUND
Form 5500
FILING_RECEIVED
LOCAL 360 HEALTH FUND
Health & welfare plan
Signals · 4
32% in single holding~1675 bps in Sched C feesNo recordkeeper disclosed10 service providers
Active participants
1,319
Accounts w/ balance
—
Plan assets (EOY)
$10.2M
Net assets (EOY)
$8.2M
How this plan invests
This plan
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
84
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "PGIM SHORT TERM MUTUAL FUNDS" is 32% of plan.
- 1675 bps in Schedule C fees — 5676% 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 LOCAL 360 HEALTH FUND.
Plan sponsor
Name
LOCAL 360 HEALTH FUND
EIN
22-6084338
Address
48 STILES LANE, SUITE 204 · MT. LAUREL, NJ · 08054
Phone
(856) 793-2314
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Name
BOARD OF TRUSTEES OF THE LOCAL 360 HEALTH FUND
EIN
22-2714749
City
PINE BROOK, NJ
Phone
(973) 299-6700
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
Audit & trust (Schedule H)
Auditor
BARATZ & ASSOCIATES, PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRI-STATE ADMINISTRATORS | 22-3478819 | — | NONE | $856K | — |
| INDEPENDENCE BLUE CROSS | 23-2405376 | — | NONE | $532K | — |
| EXPRESS SCRIPTS, INC | 43-1240563 | — | NONE | $114K | — |
| BARATZ & ASSOCIATES, PA | 22-2212404 | — | NONE | $66K | — |
| MORGAN, LEWIS & BROCKIUS, LLP | 23-0891050 | — | NONE | $45K | — |
| BRIDGEWAY BENEFITS TECHNOLOGY | 52-1796473 | — | NONE | $29K | — |
| SPEAR WILDERMAN PC | 23-2749511 | — | NONE | $25K | — |
| CHEIRON | 13-4215617 | — | NONE | $20K | — |
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | NONE | $7K | — |
| VISION BENEFITS OF AMERICA | 25-1149206 | — | NONE | $7K | — |
Investments
7 direct securities· $3.2M(31% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PGIM SHORT TERM MUTUAL FUNDS | — | — | $1.2M | $1.2M | 11.5% | |
| PGIM ULTRA SHORT BOND MUTUAL FUNDS | — | — | $744K | $743K | 7.3% | |
| 40801A Local 360 Health Fund 22-6084338 Federal Statements FYE: 12/31/2024 LOCAL 360 HEALTH FUND Plan: 501 Assets Held for Investment Party in Current Interest Identity Description Cost Value CASH EQUIVALENTS MONEY MARKET | — | — | $358K | $358K | 3.5% | |
| CD WEBSTER BANK CERTIFICATES OF DEPOSIT AT 5.20%, DUE JANUARY 17, 2025 | — | — | $243K | $243K | 2.4% | |
| CD VALLEY NATL BANK CERTIFICATES OF DEPOSIT AT 5.10%, DUE APRIL 16, 2025 | — | — | $240K | $241K | 2.4% | |
| CD MERRICK BANK CERTIFICATES OF DEPOSIT AT 4.25%, DUE MAY 30, 2025 | — | — | $240K | $240K | 2.4% | |
| CD US BANK NATL CERTIFICATES OF DEPOSIT AT 4.15%, DUE JULY 23, 2025 | — | — | $200K | $200K | 2.0% |