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Original filing (PDF)20251011051214NAL0013615088001
NATIONAL AUTOMATIC SPRINKLER METAL TRADES WELFARE FD JT BRD
Form 5500
FILING_RECEIVED
NATIONAL AUTOMATIC SPRINKLER METAL TRADES WELFARE PLAN
Health & welfare plan
Signals · 3
~1185 bps in Sched C feesNo recordkeeper disclosed12 service providers
Active participants
680
Accounts w/ balance
—
Plan assets (EOY)
$15.1M
Net assets (EOY)
$13.8M
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)
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
- 1185 bps in Schedule C fees — 3985% 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 NATIONAL AUTOMATIC SPRINKLER METAL TRADES WELFARE FD JT BRD.
Plan sponsor
Name
NATIONAL AUTOMATIC SPRINKLER METAL TRADES WELFARE FD JT BRD
EIN
23-7351551
Address
8000 CORPORATE DRIVE · LANDOVER, MD · 207852239
Phone
(301) 577-1700
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
2025-10-11
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPTUM RX | 33-0441200 | — | NONE | $1.5M | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $106K | — |
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $50K | — |
| INVESTMENT PERFORMANCE SERVICES LLC | 58-2432390 | — | NONE | $35K | — |
| COMERICA BANK | 42-1741646 | DETROIT, MI | NONE | $25K | — |
| AMERICAN HEALTH HOLDINGS, INC. | 31-1368946 | — | NONE | $23K | — |
| BASYS | 52-1796473 | — | NONE | $21K | — |
| US REAL ESTATE INVESTMENT FUND | 11-3786306 | — | NONE | $18K | — |
| JP MORGAN | 13-3200244 | — | NONE | $16K | — |
| HEALTHLINX, LLC | — | DRAPER, UT | NONE | $9K | — |
| O'DONOGHUE & O'DONOGHUE LLP | 53-0120528 | — | NONE | $8K | — |
| NIXON PEABODY, LLP | 16-0764720 | — | NONE | $6K | — |
Investments
9 direct securities· $13.6M(90% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP MORGAN SHORT DURATION BOND FUND RIC N/A | — | — | $2.7M | $2.7M | 18.1% | |
| JP MORGAN HIGH YIELD FUND RIC N/A | — | — | $2.6M | $2.7M | 17.7% | |
| JP MORGAN EXCHANGE TRADED FUND GLOBAL RIC N/A | — | — | $1.8M | $2.0M | 13.4% | |
| JP MORGAN EXCHANGE TRADED FUND RIC N/A | — | — | $2.0M | $1.9M | 12.8% | |
| Registered investment companies JP MORGAN CORE BOND FUND RIC N/A | — | — | $1.5M | $1.5M | 9.9% | |
| JP MORGAN INCOME FUND RIC N/A | — | — | $1.4M | $1.4M | 9.2% | |
| Limited partnerships U.S. REAL ESTATE INVESTMENT FUND, LLC LP N/A | — | — | $1.7M | $1.3M | 8.5% | |
| Temporary investments GOLDMAN SACHS FINANCIAL SQUARE FUNDS ST N/A | — | — | $53K | $53K | 0.4% | |
| CREDIT SUISSE FLOATING RATE HIGH INCOME FUND RIC N/A | — | — | $6K | $6K | <0.1% |