Original filing (PDF)20250331123357NAL0003428403001

DISTRICT 1199C TRAINING & UPGRADING FUND

Name: DISTRICT 1199C TRAINING & UPGRADING FUND — DISTRICT 1199C PHILA. HOSPITAL & HEALTH CARE-T/U FUND, Form 5500 (2023)
Creator: DISTRICT 1199C TRAINING & UPGRADING FUND

Form 5500

FILING_RECEIVED

DISTRICT 1199C PHILA. HOSPITAL & HEALTH CARE-T/U FUND

Health & welfare plan

Signals · 3

~4723 bps in Sched C feesNo recordkeeper disclosed92 service providers

Active participants

1,789

Accounts w/ balance

—

Plan assets (EOY)

$15.9M

Net assets (EOY)

$10.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

100

Knocking points off

4723 bps in Schedule C fees — 16188% above peer band of 29 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 DISTRICT 1199C TRAINING & UPGRADING FUND.

Plan sponsor

Name

DISTRICT 1199C TRAINING & UPGRADING FUND

EIN

23-7418594

Address

1 S. BROAD STREET 6TH FLOOR · PHILADELPHIA, PA · 19107

Phone

(215) 735-5720

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-03-31

Welfare benefit codes

4J · Apprenticeship and Training

Audit & trust (Schedule H)

Auditor

NOVAK FRANCELLA, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

92 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MISSISSIPPI EARLY, LLC	82-2975956	—	NONE	$519K	—
KID'S PARADISE DAYCARE, INC.	27-2838182	—	NONE	$295K	—
YOUNG IMPRESSIONS CHILD CARE CENTER	82-3391032	—	NONE	$246K	—
EMPLOYEE 8	23-7418594	—	EMPLOYEE	$171K	—
EMPLOYEE 684	23-7418594	—	EMPLOYEE	$155K	—
TRUMONT, LLC	83-3678652	—	NONE	$150K	—
EMPLOYEE 428	23-7418594	—	EMPLOYEE	$135K	—
EMPLOYEE 803	23-7418594	—	EMPLOYEE	$134K	—
EMPLOYEE 151	23-7418594	—	EMPLOYEE	$125K	—
EMPLOYEE 710	23-7418594	—	EMPLOYEE	$122K	—
HEAVEN SENT ANGELS LEARNING CENTER	01-0805166	—	NONE	$122K	—
EMPLOYEE 597	23-7418594	—	EMPLOYEE	$121K	—
EMPLOYEE 874	23-7418594	—	EMPLOYEE	$119K	—
EMPLOYEE 789	23-7418594	—	EMPLOYEE	$118K	—
EMPLOYEE 88	23-7418594	—	EMPLOYEE	$117K	—
EMPLOYEE 406	23-7418594	—	EMPLOYEE	$116K	—
EMPLOYEE 55	23-7418594	—	EMPLOYEE	$115K	—
EMPLOYEE 667	23-7418594	—	EMPLOYEE	$114K	—
EMPLOYEE 549	23-7418594	—	EMPLOYEE	$112K	—
EMPLOYEE 251	23-7418594	—	EMPLOYEE	$111K	—
EMPLOYEE 976	23-7418594	—	EMPLOYEE	$111K	—
EMPLOYEE 495	23-7418594	—	EMPLOYEE	$108K	—
EMPLOYEE 78	23-7418594	—	EMPLOYEE	$105K	—
EMPLOYEE 450	23-7418594	—	EMPLOYEE	$105K	—
EMPLOYEE 106	23-7418594	—	EMPLOYEE	$104K	—
EMPLOYEE 99	23-7418594	—	EMPLOYEE	$103K	—
EMPLOYEE 2207	23-7418594	—	EMPLOYEE	$101K	—
PAYCHEX INC	16-1124166	—	NONE	$101K	—
EMPLOYEE 958	23-7418594	—	EMPLOYEE	$100K	—
EMPLOYEE 932	23-7418594	—	EMPLOYEE	$99K	—
EMPLOYEE 1526	23-7418594	—	EMPLOYEE	$98K	—
EMPLOYEE 217	23-7418594	—	EMPLOYEE	$97K	—
EMPLOYEE 517	23-7418594	—	EMPLOYEE	$97K	—
EMPLOYEE 250	23-7418594	—	EMPLOYEE	$92K	—
EMPLOYEE 259	23-7418594	—	EMPLOYEE	$92K	—
FERGUSON FACES OF THE FUTURE II	80-0465091	—	NONE	$90K	—
EMPLOYEE 25	23-7418594	—	EMPLOYEE	$89K	—
EMPLOYEE 380	23-7418594	—	EMPLOYEE	$89K	—
NOVAK FRANCELLA LLC	61-1436956	—	NONE	$89K	—
EMPLOYEE 501	23-7418594	—	EMPLOYEE	$85K	—
EMPLOYEE 111	23-7418594	—	EMPLOYEE	$85K	—
EMPLOYEE 555	23-7418594	—	EMPLOYEE	$84K	—
EMPLOYEE 1466	23-7418594	—	EMPLOYEE	$84K	—
EMPLOYEE 100	23-7418594	—	EMPLOYEE	$82K	—
EMPLOYEE 636	23-7418594	—	EMPLOYEE	$81K	—
EMPLOYEE 895	23-7418594	—	EMPLOYEE	$81K	—
EMPLOYEE 950	23-7418594	—	EMPLOYEE	$81K	—
MY INDEPENDENCE AT HOME	—	PHILADELPHIA, PA	NONE	$80K	—
BIG STEPS WITH LITTLE FEET LEARNING	83-2378606	—	NONE	$80K	—
EMPLOYEE 222	23-7418594	—	EMPLOYEE	$79K	—
EMPLOYEE 911	23-7418594	—	EMPLOYEE	$75K	—
EMPLOYEE 811	23-7418594	—	EMPLOYEE	$75K	—
EMPLOYEE 999	23-7418594	—	EMPLOYEE	$74K	—
CHINAWISE BUSINESS CONSULTING, LLC	36-4486253	—	NONE	$70K	—
EMPLOYEE 637	23-7418594	—	EMPLOYEE	$63K	—
CANDY'S KIDS LEARNING ACADEMY	47-1653182	—	NONE	$62K	—
LITTLE 1'S FIRST START	90-0794787	—	NONE	$60K	—
BUILDING FUTURE FAMILY CENTER	71-1034576	—	NONE	$55K	—
EMPLOYEE 838	23-7418594	—	EMPLOYEE	$55K	—
EMPLOYEE 224	23-7418594	—	EMPLOYEE	$55K	—
EMPLOYEE 888	23-7418594	—	EMPLOYEE	$53K	—
EMPLOYEE 333	23-7418594	—	EMPLOYEE	$47K	—
MICHAEL HASLIP	—	FRESNO, CA	NONE	$47K	—
BEGINNING MOMENTS	27-3984601	—	NONE	$42K	—
CAROLE SMITH	—	KENNETT SQUARE, PA	NONE	$40K	—
ASHANTE TOWNSEL	—	PHILADELPHIA, PA	NONE	$40K	—
UNITED WE HEAL TRAINING	87-2251603	—	NONE	$40K	—
LOVE CONNECTION ACADEMY	45-3152103	—	NONE	$38K	—
EMPLOYEE 103	23-7418594	—	EMPLOYEE	$37K	—
CANAAN LAND FAMILY CHILD CARE	26-1914990	—	NONE	$37K	—
SPIN, INC.	23-1742920	—	NONE	$35K	—
SPEAR WILDERMAN	23-2749511	—	NONE	$34K	—
TEACHING STRATEGIES	52-1608039	—	NONE	$34K	—
DEBBIE'S LITTLE ANGELS	81-0672059	—	NONE	$31K	—
CARMEN R MATOS LAW OFFICES	—	YARDLEY, PA	NONE	$31K	—
AMAZING KIDZ ACADEMY	—	PHILADELPHIA, PA	NONE	$30K	—
MAGIC MOMENTS FAMILY CHILD CARE	45-2600648	—	NONE	$26K	—
TINY HEARTS FAMILY CHILDCARE LLC	—	PHILADELPHIA, PA	NONE	$23K	—
SYDIA WINSTEAD FCCH	30-0626520	—	NONE	$21K	—
COY'S DENTAL ACADEMY	—	PHILADELPHIA, PA	NONE	$20K	—
WE WILL ALL RISE, INC.	84-4421365	—	NONE	$20K	—
NORTHAMPTON AREA COUNTY CC	—	BETHLEHEM, PA	NONE	$20K	—
BRIGHT LITTLE SMILES FAMILY CHILDCA	35-2418118	—	NONE	$19K	—
FIRST CLASS LEARNING ACADEMY CC	—	PHILADELPHIA, PA	NONE	$18K	—
XAVIER'S FAMILY CHILDCARE LLC	35-2370234	—	NONE	$18K	—
WARD LAW, LLC	83-1991318	—	NONE	$17K	—
TEMPLE UNIVERSITY	—	PHILADELPHIA, PA	NONE	$16K	—
CARMEN GIBSON FAMILY CHILD CARE	—	PHILADELPHIA, PA	NONE	$16K	—
THE SEED SCHOOL	—	PHILADELPHIA, PA	NONE	$14K	—
INEZ REYES	23-7418594	—	NONE	$9K	—
SOPHIA'S LOVING CARE CHILDHOOD PROG	47-5174733	—	NONE	$8K	—
KELLEY'S INSPIRATIONAL DAYCARE	26-2285135	—	NONE	$6K	—

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.