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Original filing (PDF)20251015113119NAL0009339906002
GREATER PENNSYLVANIA CARPENTERS' MEDICAL PLAN
Form 5500
FILING_RECEIVED
GREATER PENNSYLVANIA CARPENTERS' MEDICAL PLAN
Health & welfare plan
Signals · 3
~251 bps in Sched C feesNo recordkeeper disclosed25 service providers
Active participants
7,663
Accounts w/ balance
—
Plan assets (EOY)
$435.1M
Net assets (EOY)
$266.9M
How this plan invests
This plan
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 251 bps in Schedule C fees — 2413% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREATER PENNSYLVANIA CARPENTERS' MEDICAL PLAN.
Plan sponsor
Name
GREATER PENNSYLVANIA CARPENTERS' MEDICAL PLAN
EIN
23-7007718
Address
650 RIDGE ROAD, STE 300 · PITTSBURGH, PA · 152059503
Phone
(412) 922-5330
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
2025-10-15
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
HENRY ROSSI & CO.,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
25 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC ADVISORS | 25-1197336 | PITTSBURGH, PA | CUSTODIAN | $77K | — |
Other
24| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELTA DENTAL | 23-1667011 | MECHANICSBURG, PA | NONE | $2.4M | — |
| INDEPENDENCE BLUE CROSS | 23-2184623 | PHILADELPHIA, PA | NONE | $1.9M | — |
| CARPENTERS COMBINED FUNDS, INC. | 25-1332392 | PITTSBURGH, PA | ADMINISTRATOR | $1.7M | — |
| EXPRESS SCRIPTS | 43-1420563 | CHICAGO, IL | NONE | $1.6M | — |
| AETNA MAP | 06-6033492 | PITTSBURGH, PA | — | $1.6M | — |
| LYTLE EAP PARTNERS | 25-1419429 | PITTSBURGH, PA | NONE | $283K | — |
| GRIDIRON PARTNERS | 83-4311543 | WEXFORD, PA | NONE | $264K | — |
| THE SEGAL CO. | 13-1975125 | CLEVELAND, OH | NONE | $218K | — |
| STEPHEN J. OBRIEN, ESQ | 25-1884429 | PITTSBURGH, PA | NONE | $185K | — |
| C.S. MCKEE | 25-1900687 | CHICAGO, IL | NONE | $108K | — |
| HENRY ROSSI & CO., LLP | 25-1698043 | MONROEVILLE, PA | NONE | $79K | — |
| LONDON COMPANY | 90-0824693 | RICHMOND, VA | NONE | $73K | — |
| CORRY CAPITAL - LONGEVITY FUND VI | 38-3889041 | PITTSBURGH, PA | NONE | $58K | — |
| PFM ASSET MANAGEMENT LLC | 23-3087064 | HARRISBURG, PA | NONE | $56K | — |
| HIGHMARK SIGNATURE 65 | 23-1294723 | PITTSBURGH, PA | NONE | $54K | — |
| PRUDENTIAL | 52-1679020 | NEWARK, NJ | NONE | $43K | — |
| NVA | 74-3033381 | MECHANICSBURG, PA | NONE | $39K | — |
| THE NORTHERN TRUST COMPANY | 36-2723087 | CHICAGO, IL | NONE | $37K | — |
| CANCER STUDY GROUP | 83-4163919 | WASHINGTON, DC | NONE | $31K | — |
| PNC ADVISORS | 25-1197336 | PITTSBURGH, PA | TREASURY MANAGEMENT | $30K | — |
| LEM MULTIFAMILY PARTNERSHIP | 83-1126027 | PHILADELPHIA, PA | NONE | $25K | — |
| THE WAGNER LAW GROUP | 04-3323315 | PITTSBURGH, PA | NONE | $6K | — |
| BROWN BROTHERS | 85-1862426 | NEW YORK, NY | NONE | $0 | — |
| SEGAL SELECT INSURANCE SERVICES INC | 46-0619194 | NEW YORK, NY | — | $0 | — |
Investments
42 direct securities· $406.9M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| (c.) (b.) Identity of Issue, Description (a.) Borrower or Similar Party of Investments (d.) Cost (e.) Fair Value Northern Trust Comingled Trust Fund Institutional funds | — | — | $42.2M | $84.0M | 19.3% | |
| Doubleline Core Institutional funds | — | — | $48.5M | $43.0M | 9.9% | |
| Doubleline Core Interest bearing cash 161 Prudential Core Bond U.S. Government securities | — | — | $40.1M | $36.6M | 8.4% | |
| C.S. McKee U.S. Government securities | — | — | $23.5M | $23.3M | 5.4% | |
| Jensen Quality GF Institutional funds | — | — | $24.3M | $23.3M | 5.4% | |
| Vanguard TS ETF Institutional funds | — | — | $9.8M | $17.0M | 3.9% | |
| Intl. Equity PCA Institutional funds | — | — | $17.3M | $16.4M | 3.8% | |
| Pacific Asset Management, L.P. Partnership | — | — | $10.4M | $16.1M | 3.7% | |
| Vanguard International ETF Institutional funds | — | — | $14.6M | $15.6M | 3.6% | |
| Jo Hambro Institutional funds | — | — | $14.5M | $14.7M | 3.4% | |
| Brown Brothers U.S. Government securities | — | — | $11.0M | $12.9M | 3.0% | |
| Gridiron Institutional funds | — | — | $13.7M | $12.8M | 2.9% | |
| C.S. McKee Corporate debt | — | — | $11.8M | $11.8M | 2.7% | |
| Blackrock Adv Interest bearing cash 13 London Company Corporate common stock | — | — | $7.7M | $10.5M | 2.4% | |
| Blackrock Adv Institutional funds | — | — | $6.3M | $8.5M | 1.9% | |
| Vanguard International Institutional funds | — | — | $6.6M | $7.6M | 1.7% | |
| Brown Brothers Interest bearing cash 665 AFL-CIO HIT Institutional funds | — | — | $6.9M | $6.9M | 1.6% | |
| Washington Alliance Capital II Partnership | — | — | $5.7M | $6.1M | 1.4% | |
| CCA Black, LP Partnership | — | — | $5.1M | $5.1M | 1.2% | |
| Atel Private Debt Fund II Partnership | — | — | $4.7M | $4.7M | 1.1% | |
| CCA Longevity VI Partnership | — | — | $2.5M | $4.6M | 1.1% | |
| Gridiron Interest bearing cash | — | — | $3.3M | $3.3M | 0.8% | |
| Atel Instl. Venture Debt Fund Partnership | — | — | $2.8M | $2.8M | 0.6% | |
| Cohen & Steers Institutional funds | — | — | $3.1M | $2.7M | 0.6% | |
| Principal RE Institutional funds | — | — | $3.0M | $2.7M | 0.6% | |
| Cohen & Steers Interest bearing cash 448 Federated Hermes Govt. Obligations Interest bearing cash | — | — | $2.2M | $2.2M | 0.5% | |
| Vanguard International ETF Interest bearing cash | — | — | $2.0M | $2.0M | 0.4% | |
| Pimco Commodity Institutional funds | — | — | $2.4M | $1.7M | 0.4% | |
| LEM Multi-Family V, L.P. Partnership | — | — | $1.3M | $1.5M | 0.3% | |
| Jensen Quality GF Interest bearing cash | — | — | $1.4M | $1.4M | 0.3% | |
| Invesco Optimum Institutional funds | — | — | $1.5M | $1.3M | 0.3% | |
| Atel Private Debt Fund III Partnership | — | — | $1.3M | $1.3M | 0.3% | |
| Vanguard TS ETF Interest bearing cash | — | — | $1.1M | $1.1M | 0.3% | |
| C.S. McKee Interest bearing cash | — | — | $839K | $839K | 0.2% | |
| Invesco Optimum Interest bearing cash | — | — | $342K | $342K | <0.1% | |
| London Company Interest bearing cash | — | — | $214K | $214K | <0.1% | |
| AFL-CIO HIT Interest bearing cash 29 OHA Credit Partnership | — | — | $256K | $127K | <0.1% | |
| Northern Trust Comingled Trust Fund Interest bearing cash | — | — | $58K | $58K | <0.1% | |
| Pimco Commodity Interest bearing cash | — | — | $10K | $10K | <0.1% | |
| Vanguard International Interest bearing cash | — | — | $8K | $8K | <0.1% | |
| Pacific Asset Management, L.P. Interest bearing cash | — | — | $6K | $6K | <0.1% | |
| Principal RE Interest bearing cash | — | — | $4K | $4K | <0.1% |