How big is Philadelphia Joint Board Workers United's plan?

Philadelphia Joint Board Workers United's plan reported $2.9M in assets and 1,072 participants for 2024.

Original filing (PDF)20250813090241NAL0008936449001

Philadelphia Joint Board Workers United

Name: Philadelphia Joint Board Workers United — Form 5500 Plan 501 (2024)
Creator: Philadelphia Joint Board Workers United
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Philadelphia Joint Board Welfare Fund

Health & welfare plan · Philadelphia Joint Board Workers United's Philadelphia Joint Board Welfare Fund held $2.9M in plan assets for 1,072 participants in 2024.

Signals · 4

58% in single holding40% employer stock~513 bps in Sched C feesNo recordkeeper disclosed

Active participants

1,072

Accounts w/ balance

—

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Philadelphia Joint Board Workers United's EIN is 23-0341240.

EIN 23-0341240

Plan number 501

Plan year 2024

ACK ID 20250813090241NAL0008936449001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Philadelphia Joint Board Workers United from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Philadelphia Joint Board Workers United's plan includes vision coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILADELPHIA JOINT BOARD WORKERS UNITED.

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How this plan invests

This plan

3 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Holds assets with an undetermined value.
Total administrative cost in the bottom quartile of peers (5th percentile).
Bottom-decile employer contributions per participant (7th percentile).

Plan sponsor

Name

PHILADELPHIA JOINT BOARD WORKERS UNITED

EIN

all filings

Address

22 SOUTH 22ND STREET · PHILADELPHIA, PA · 19103

Phone

(215) 751-9770

Industry

Manufacturing

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

2025-08-13

Welfare benefit codes

4E · Vision

4K · Scholarship (funded)

4Q · Other

4U · Collectively bargained welfare benefit arrangement (Code section 419A(f)(5))

Audit & trust (Schedule H)

Auditor

NOVAK FRANCELLA, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
PERSHING ADVISOR SOLUTIONS LLC	83-0437353	—	NONE	$26K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERANZE, KATZ & GAUDIOSO PC	23-2419899	—	NONE	$75K	—
PHILA JOINT BOARD WORKERS UNITED

Investments

3 direct securities· $2.8M(94% of reported assets)

					% of plan
[Assets held in registered investment companies (mutual funds)]	Other	—	—	$1.6M	54.9%
[Assets held in common stock]	Other	—	—	$1.1M	37.7%
[Assets held in interest-bearing cash]	Other	—	—	$50K	1.7%