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Original filing (PDF)20250730101208NAL0003890113001
OLIVER SPRINKLER CO., INC.
Form 5500
FILING_RECEIVED
OLIVER FIRE PROTECTION HEALTH PLAN
Health & welfare plan
Signals · 2
~16157 bps in Sched C feesNo recordkeeper disclosed
Active participants
144
Accounts w/ balance
—
Plan assets (EOY)
$80K
Net assets (EOY)
$80K
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
- 16157 bps in Schedule C fees — 10126% above peer band of 158 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 OLIVER SPRINKLER CO., INC..
Plan sponsor
Name
OLIVER SPRINKLER CO., INC.
EIN
23-1711827
Address
501 FEHELEY DRIVE · KING OF PRUSSIA, PA · 19406
Phone
(610) 277-1331
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
2025-07-30
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
STEPHANO SLACK, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL (PHILADELPHIA) | 84-3134502 | — | BROKER | $63K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $31K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR | 39-1995276 | — | ADMIN | $25K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $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.