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Original filing (PDF)20250402130654NAL0005349619001
BOARD OF TRUSTEES OF THE THOMAS SHORTMAN TRAINING SCHOLARSHIP AND S
Form 5500
FILING_RECEIVED
THOMAS SHORTMAN TRAINING, SCHOLARSHIP AND SAFETY
Health & welfare plan
Signals · 3
~4308 bps in Sched C feesNo recordkeeper disclosed184 service providers
Active participants
119,154
Accounts w/ balance
—
Plan assets (EOY)
$24.3M
Net assets (EOY)
$21.7M
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
- 4308 bps in Schedule C fees — 14754% 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 BOARD OF TRUSTEES OF THE THOMAS SHORTMAN TRAINING SCHOLARSHIP AND S.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE THOMAS SHORTMAN TRAINING SCHOLARSHIP AND S
EIN
23-7424757
Address
25 WEST 18TH STREET · NEW YORK, NY · 10011
Phone
(212) 539-2778
Industry
Admin Support & Waste Mgmtsee 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
2025-04-02
Welfare benefit codes
4J · Apprenticeship and Training
4K · Scholarship (Funded)
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
184 rowsOther
184| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOWELL-NELSON, LINDA | 23-7424757 | — | EMPLOYEE | $293K | — |
| NICHOLAS PRIGO, LLC | 88-3180023 | — | NONE | $254K | — |
| DG3 NORTH AMERICA, INC. | 22-2478136 | — | NONE | $236K | — |
| INTERPLAY LEARNING, INC. | — | AUSTIN, TX | NONE | $212K | — |
| H&H GRAPHIC PRINTING COMMUNICATIONS | 27-0771521 | — | NONE | $202K | — |
| JAMES, WILLIAM | 23-7424757 | — | EMPLOYEE | $193K | — |
| BARRY, JAMES P | 23-7424757 | — | EMPLOYEE | $172K | — |
| BRACCIOLI, ADRIANA ALEJANDRA | 23-7424757 | — | EMPLOYEE | $172K | — |
| VEERAPATHRAN, GODWIN | 23-7424757 | — | EMPLOYEE | $164K | — |
| THERING, THOMAS | 23-7424757 | — | EMPLOYEE | $152K | — |
| GAUTO, JULIO | 23-7424757 | — | EMPLOYEE | $141K | — |
| RAUCHER, GLENN MICHAEL | 23-7424757 | — | EMPLOYEE | $141K | — |
| GONZALEZ, JOSE | 23-7424757 | — | EMPLOYEE | $138K | — |
| CUNNINGHAM, JOSEPH | 23-7424757 | — | EMPLOYEE | $137K | — |
| PUERTA LOPEZ, JESUS JHONI | 23-7424757 | — | EMPLOYEE | $135K | — |
| ZAMBRANO-LOPEZ, ANA R | 23-7424757 | — | EMPLOYEE | $131K | — |
| BOREN-KAPADIA, MICHAELA | 23-7424757 | — | EMPLOYEE | $129K | — |
| DYER, TIMOTHY | 23-7424757 | — | EMPLOYEE | $129K | — |
| GWP INC. | 20-8217385 | — | NONE | $128K | — |
| LUCAS, JASON BERNARD | 23-7424757 | — | EMPLOYEE | $127K | — |
| RYAN, TY-JAMAR | 23-7424757 | — | EMPLOYEE | $127K | — |
| GUERRERO, JHOANNA | 23-7424757 | — | EMPLOYEE | $127K | — |
| BRUMLEY, STEVEN | 23-7424757 | — | EMPLOYEE | $126K | — |
| TRAVERS, JUDITH | 23-7424757 | — | EMPLOYEE | $125K | — |
| CANTRES, EMMANUEL | 23-7424757 | — | EMPLOYEE | $122K | — |
| WINGATE, DONALD | 23-7424757 | — | EMPLOYEE | $122K | — |
| MARIN, ORLANDO | 23-7424757 | — | EMPLOYEE | $122K | — |
| ANDREWS, BENJAMIN | 23-7424757 | — | EMPLOYEE | $121K | — |
| NATHANSON, ADAM WOODROW | 23-7424757 | — | EMPLOYEE | $116K | — |
| LOZA, EFRAIN | 23-7424757 | — | EMPLOYEE | $116K | — |
| RUEDA, LIBARDO | 23-7424757 | — | EMPLOYEE | $116K | — |
| JOSEPHS, SELINA | 23-7424757 | — | EMPLOYEE | $114K | — |
| AGUILAR, VICTOR | 23-7424757 | — | EMPLOYEE | $114K | — |
| POSTMASTER | — | NEW YORK, NY | NONE | $112K | — |
| ORNDOFF, ROBERT | 23-7424757 | — | EMPLOYEE | $110K | — |
| CORTEZ, CARLOS | 23-7424757 | — | EMPLOYEE | $108K | — |
| URENA, ANTHONY | 23-7424757 | — | EMPLOYEE | $107K | — |
| FRANKLYN, ASHTON | 23-7424757 | — | EMPLOYEE | $106K | — |
| ROLAND, JOSEPH | 23-7424757 | — | EMPLOYEE | $105K | — |
| PHILLIP, AKIDA | 23-7424757 | — | EMPLOYEE | $105K | — |
| MEDINA, JOSE M | 23-7424757 | — | EMPLOYEE | $101K | — |
| TUDOSA, PATRICIA ANCA | 23-7424757 | — | EMPLOYEE | $100K | — |
| ZURAWSKI, PAUL | 23-7424757 | — | EMPLOYEE | $98K | — |
| SANTIAGO, THOMAS | 23-7424757 | — | EMPLOYEE | $96K | — |
| OSBORNE, MARGOT H | 23-7424757 | — | EMPLOYEE | $96K | — |
| BARRAGAN RAMOS, DENIS | 23-7424757 | — | EMPLOYEE | $92K | — |
| SEVERINO, YANIREL | 23-7424757 | — | EMPLOYEE | $91K | — |
| HOME DEPOT | 95-3261426 | — | NONE | $91K | — |
| MARCOVICI, DANIEL | 23-7424757 | — | EMPLOYEE | $90K | — |
| MORTIMER, MICHAEL | 23-7424757 | — | EMPLOYEE | $90K | — |
| BLACKSEA, DAPHNA | 23-7424757 | — | EMPLOYEE | $90K | — |
| MORENO, GLENDA | 23-7424757 | — | EMPLOYEE | $89K | — |
| PIEDRA, JILISA | 23-7424757 | — | EMPLOYEE | $83K | — |
| BRISTOL, EDUARDO | 23-7424757 | — | EMPLOYEE | $83K | — |
| HAGHIGHY, AZIZ | 23-7424757 | — | EMPLOYEE | $82K | — |
| RIVERA, SERENA | 23-7424757 | — | EMPLOYEE | $81K | — |
| WHITE, ALBERT | 23-7424757 | — | EMPLOYEE | $80K | — |
| MERCADO, RAQUEL | 23-7424757 | — | EMPLOYEE | $78K | — |
| PROLIFIC TRAINING & PROTECTION LLC | — | ELIZABETH, NJ | NONE | $71K | — |
| BERKELEY LTC | 20-8249939 | — | NONE | $67K | — |
| ADP, INC | 13-3036845 | — | NONE | $66K | — |
| DORNIER, AMY ELIZABETH | 23-7424757 | — | EMPLOYEE | $59K | — |
| PRINCE, TROY | 23-7424757 | — | EMPLOYEE | $59K | — |
| INSALACO, LEONARD | 23-7424757 | — | EMPLOYEE | $59K | — |
| LAZZARA, GAETANO | 23-7424757 | — | EMPLOYEE | $57K | — |
| DOCEBO NA INC | 46-3427175 | — | NONE | $57K | — |
| LUGO, SAM | 23-7424757 | — | EMPLOYEE | $53K | — |
| GRANDE, RICHARD | 23-7424757 | — | EMPLOYEE | $51K | — |
| ARCEDO, ARNEL | 23-7424757 | — | EMPLOYEE | $45K | — |
| CARR BUSINESS SYSTEMS | 16-0468020 | — | NONE | $44K | — |
| MENSCH MILL & LUMBER CORP | — | BRONX, NY | NONE | $44K | — |
| MOORE, KRESHEENA | 23-7424757 | — | EMPLOYEE | $43K | — |
| DENSON, ROBERT | 23-7424757 | — | EMPLOYEE | $42K | — |
| WITHUMSMITH+BROWN, P.C. | 22-2027092 | — | NONE | $40K | — |
| IBRAHIM, KHALIL | 23-7424757 | — | EMPLOYEE | $40K | — |
| MOYA, ADON | 23-7424757 | — | EMPLOYEE | $40K | — |
| BHIMSAIN, BALRAM | 23-7424757 | — | EMPLOYEE | $40K | — |
| MEIERDIERCK, PAUL | 23-7424757 | — | EMPLOYEE | $39K | — |
| AMAZON.COM SERVICES LLC | 91-1994984 | — | NONE | $38K | — |
| ZOOM | 61-1648780 | — | NONE | $38K | — |
| AASE REMEDIOS, JENNIFER | 23-7424757 | — | EMPLOYEE | $37K | — |
| ROGERS, MARK | 23-7424757 | — | EMPLOYEE | $37K | — |
| HILTON HOTEL | 26-1126091 | — | NONE | $37K | — |
| JONES, JANET | 23-7424757 | — | EMPLOYEE | $37K | — |
| OPENSESAME INC | — | SAINT LOUIS, MO | NONE | $37K | — |
| BOSQUEZ, RAFAEL | 23-7424757 | — | EMPLOYEE | $37K | — |
| VALOR LIFE & SAFETY LLC | 83-4185928 | — | NONE | $37K | — |
| FINEGOLD, BRANDON | 23-7424757 | — | EMPLOYEE | $37K | — |
| FERGUSON ENTERPRISES, INC. | 54-1211771 | — | NONE | $36K | — |
| VASQUEZ, MADELINE | 23-7424757 | — | EMPLOYEE | $36K | — |
| GREENPOINT ELECTRICAL SUPPLY | 11-3446378 | — | NONE | $36K | — |
| PICARDI, ELLEN | 23-7424757 | — | EMPLOYEE | $35K | — |
| RAMOS, LUIS | 23-7424757 | — | EMPLOYEE | $35K | — |
| CARLTON, THOMAS | 23-7424757 | — | EMPLOYEE | $34K | — |
| SIGUENZA, JOSE | 23-7424757 | — | EMPLOYEE | $33K | — |
| SANDY, O'NEIL | 23-7424757 | — | EMPLOYEE | $33K | — |
| QUINTANA, HECTOR | 23-7424757 | — | EMPLOYEE | $32K | — |
| MILLS, BILLY | 23-7424757 | — | EMPLOYEE | $32K | — |
| REGIONAL EMS COUNCIL OF NYC INC | — | NEW YORK, NY | NONE | $32K | — |
| MOODY, RUSSELL | 23-7424757 | — | EMPLOYEE | $32K | — |
| CRUZ-LEDON, ANA MARGARITA | 23-7424757 | — | EMPLOYEE | $31K | — |
| HSI WKPLCE COMPLIANCE SOLUTIONS INC | 91-1694268 | — | NONE | $31K | — |
| SHIM, KEN | 23-7424757 | — | EMPLOYEE | $31K | — |
| VARGAS, BLANCA | 23-7424757 | — | EMPLOYEE | $30K | — |
| BRUNSON, TINA BELLA | 23-7424757 | — | EMPLOYEE | $30K | — |
| CRUZ, EVARISTO | 23-7424757 | — | EMPLOYEE | $30K | — |
| ROMERO, ANGEL | 23-7424757 | — | EMPLOYEE | $29K | — |
| MEKETA INVESTMENT GROUP INC | 04-2659023 | — | NONE | $29K | — |
| TORRES, JOSE M | 23-7424757 | — | EMPLOYEE | $29K | — |
| NIELSEN, LARS | 23-7424757 | — | EMPLOYEE | $28K | — |
| VILLATORO-RIVERA, GABRIEL | 23-7424757 | — | EMPLOYEE | $27K | — |
| WEISNER, BONNIE | 23-7424757 | — | EMPLOYEE | $27K | — |
| ENVIRONMENTAL EDUCATION ASSOCIATES | 16-1470495 | — | NONE | $26K | — |
| AQUATIC POOL MANAGEMENT LLC | — | FRANKLIN LAKES, NJ | NONE | $26K | — |
| HUNTE JR., CLINTON | 23-7424757 | — | EMPLOYEE | $26K | — |
| LUZ, MARIO | 23-7424757 | — | EMPLOYEE | $26K | — |
| SAEROON, ORLANDO | 23-7424757 | — | EMPLOYEE | $26K | — |
| MEISER, MARIA | 23-7424757 | — | EMPLOYEE | $26K | — |
| HERRERA-SOSA, RAUL | 23-7424757 | — | EMPLOYEE | $26K | — |
| PELLEGRINO, LESLIE A | 23-7424757 | — | EMPLOYEE | $26K | — |
| SALAMAN, CAMILO JOSE | 23-7424757 | — | EMPLOYEE | $25K | — |
| MICHAEL BIERMAN | 23-7424757 | — | NONE | $25K | — |
| CELL ED, INC. | — | PALO ALTO, CA | NONE | $25K | — |
| CONVERGED TECHNOLOGY GROUP | 20-4185989 | — | NONE | $25K | — |
| BREDHOFF & KAISER, P.L.L.C | 52-0969534 | — | NONE | $24K | — |
| RAAB, STURM & GANCHROW, LLP | 13-1566077 | — | NONE | $24K | — |
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | NONE | $23K | — |
| VCHITECTURE INCORPORATED | — | NEW YORK, NY | NONE | $23K | — |
| INSIGHT DIRECT USA, INC. | 36-3948996 | — | NONE | $23K | — |
| CERTUS CONTROLS LLC | 45-2051819 | — | NONE | $21K | — |
| MICHAEL J. GREEN | — | INDIAN LAND, SC | NONE | $20K | — |
| SKYLINE CREDIT SERVICES LLC | — | LONG ISLAND CITY, NY | NONE | $19K | — |
| WINMILL SOFTWARE | 52-2247044 | — | NONE | $18K | — |
| VITECH SYSTEMS GROUP INC | 13-3785492 | — | NONE | $18K | — |
| MONDAY.COM LTD | — | — | NONE | $17K | — |
| BUILDING PERFORMANCE INSTITUTE, INC | — | SARATOGA SPRINGS, NY | NONE | $17K | — |
| ZENITH AMERICAN SOLUTIONS, INC. | 52-1590516 | — | NONE | $17K | — |
| URBAN GREEN COUNCIL | 01-0601798 | — | NONE | $17K | — |
| JPMORGAN CHASE | — | BROOKLYN, NY | NONE | $16K | — |
| CONSTANT CONTACT | — | WALTHAM, MA | NONE | $15K | — |
| DELL MARKETING LP | 74-2616805 | — | NONE | $14K | — |
| VITAL RECORDS HOLDING LLC. | 82-0796154 | — | NONE | $14K | — |
| UNITED PARCEL SERVICE | 36-2407381 | — | NONE | $14K | — |
| TIMOTHY J KEEFE | — | NAPLES, FL | NONE | $13K | — |
| HOTELS.COM | — | DALLAS, TX | NONE | $13K | — |
| LINKEDIN CORPORATION | 47-0912023 | — | NONE | $13K | — |
| MICROSOFT CORPORATION | 91-1144442 | — | NONE | $12K | — |
| PROSKAUER ROSE LLP | 13-1840454 | — | NONE | $12K | — |
| BROOKSIDE PAINTING INC. | 13-4177336 | — | NONE | $12K | — |
| ATLAS ACON ELECTRIC SERVICE CORP | 11-2215064 | — | NONE | $11K | — |
| NORTH PARK INNOVATIONS GROUP, INC. | 16-1475519 | — | NONE | $11K | — |
| NATION WIDE LIMO | — | NEW YORK, NY | NONE | $11K | — |
| TEST EQUIPMENT DEPOT | — | WOBURN, MA | NONE | $10K | — |
| ACCREDITED LOCK SUPPLY | — | SECAUCUS, NJ | NONE | $10K | — |
| COURTYARD BY MARRIOT | — | BETHESDA, MD | NONE | $10K | — |
| PANERA BREAD | — | ST LOUIS, MO | NONE | $9K | — |
| MICHELE OCCHIOGROSSO | — | CRANFORD, NJ | NONE | $9K | — |
| AMERICAN SAFETY INC-NEW YORK | — | TALLAHASSEE, FL | NONE | $9K | — |
| AMTRAK | — | WASHINGTON, DC | NONE | $9K | — |
| ADOBE SYSTEMS INC. | — | SAN JOSE, CA | NONE | $8K | — |
| DOCUSIGN INC | 91-2183967 | — | NONE | $8K | — |
| METROPOLITAN COFFEE HOUSE | — | MOUNT VERNON, NY | NONE | $8K | — |
| FARONICS TECHNOLOGIES USA, INC. | — | PLEASANTON, CA | NONE | $8K | — |
| JOSEPH M. SIMMONS | — | NEW YORK, NY | NONE | $7K | — |
| ROSS ENTERPRISES | — | NEW YORK, NY | NONE | $7K | — |
| DYNAMIC CONSTRUCTION SERVICES INC | 45-3173426 | — | NONE | $7K | — |
| PRECISION SIGNS.COM INC | — | AMITYVILLE, NY | NONE | $7K | — |
| AIRGAS USA LLC | — | CHICAGO, IL | NONE | $7K | — |
| CLOUDBERRY CREATIVE, INC. | — | NEW YORK, NY | NONE | $7K | — |
| ANDREW HORTON | — | MASPETH, NY | NONE | $7K | — |
| ENERGY TRAINING SOLUTIONS | — | BROOKLYN, NY | NONE | $7K | — |
| GREEN BUILDING EDUCATION SERVICES | — | ATLANTA, GA | NONE | $7K | — |
| SKYTRAC ACCESS GROUP LLC | 85-3386189 | — | NONE | $7K | — |
| ESSENTIAL EDUCATION | 90-0019309 | — | NONE | $6K | — |
| HARBOR FREIGHT TOOLS | — | CALABASAS, CA | NONE | $6K | — |
| ANTHOULA KATOPODIS | — | NEW YORK, NY | NONE | $6K | — |
| GALETON | 25-1689438 | — | NONE | $6K | — |
| GAINOR TEMPORARIES INC. | 13-3246221 | — | NONE | $6K | — |
| WAGEWORKS, INC. | — | IRVING, TX | NONE | $5K | — |
| ALLAN INDUSTRIES INC. | — | ROCKAWAY, NJ | NONE | $5K | — |
| GOURMET DINING SERVICES | — | CHARLOTTE, NC | NONE | $5K | — |
| GREAT NECK PLUMBING SUPPLY | — | GREAT NECK, NY | NONE | $5K | — |
| DAVID SANDERS | 23-7424757 | — | NONE | $5K | — |
| ROSETTA STONE LLC | — | SAN MATEO, CA | NONE | $5K | — |
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.