Back to filter
Original filing (PDF)20251106095749NAL0015326448001
TRI-BORO MATERIALS, INC.
Form 5500
FILING_RECEIVED
TRI-BORO MATERIALS, INC. GROUP MEDICAL PLAN
Health & welfare plan
Active participants
17
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRI-BORO MATERIALS, INC..
Plan sponsor
Name
TRI-BORO MATERIALS, INC.
EIN
23-1919676
Address
207 REDCO AVE · RED LION, PA · 17356
Phone
(717) 376-3060
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-11-06
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $5K | — |
| E. K. MCCONKEY & CO., INC. | 23-3086396 | — | BROKER | $5K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHMARK BLUE SHIELD (CENTRAL) | 23-1294723 | — | ADMIN | $5K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $970 | — |
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.
Related plans
Other plans using THE BENECON GROUP, LLC
SHARED SERVICES CONSORTIUM, LLC
SHARED SERVICES HEALTH PLAN
$17.5M · 2,730 participants
KEARNEY & COMPANY, P.C.
KEARNEY & COMPANY ADDED BENEFITS PLAN
$3.7M · 1,058 participants
LIFEPATH, INC.
LIFEPATH, INC. EMPLOYEE BENEFIT PLAN
$3.3M · 488 participants
ADHESIVES RESEARCH, INC.
ADHESIVES RESEARCH, INC. GROUP MEDICAL PLAN
$2.7M · 345 participants
C. P. CONVERTERS, INC.
C. P. CONVERTERS, INC. DBA C. P. FLEXIBLE PACKAGING, INC. GROUP HEALTH PLAN
$2.4M · 356 participants
S & A HOMES, INC.
S & A HOMES, INC. GROUP HEALTH PLAN
$2.4M · 132 participants
Similar-size Wholesale Trade plans
TKO ENERGY LLC
TKO ENERGY LLC 401(K) PROFIT SHARING PLAN
$0
BLUE MARLIN SUPPLY , INC.
BLUE MARLIN SUPPLY , INC. 401(K) PLAN
$0
PHILLIPS-LANGLEY & ASSOCIATES
PHILLIPS-LANGLEY & ASSOCIATES EMPLOYEE GROUP HEALTH PLAN
$0
PARRISH SERVICES, INC.
PARRISH SERVICES 401(K) PLAN
$0
ROMAR SUPPLY, INC.
ROMAR SUPPLY, INC. PROFIT SHARING PLAN AND TRUST
$0
H.D. SMITH CO., INC.
H. D. SMITH CO., INC. 401(K) PROFIT SHARING PLAN
$0
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
