Original filing (PDF)20250819084505NAL0002024817001

PHB, INC.

Name: PHB, INC. — PHB, INC. EMPLOYEES' WELFARE BENEFIT PLAN, Form 5500 (2024)
Creator: PHB, INC.

Form 5500

FILING_RECEIVED

PHB, INC. EMPLOYEES' WELFARE BENEFIT PLAN

Health & welfare plan

Signals · 2

No auditor on fileNo recordkeeper disclosed

Active participants

412

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

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

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

No independent qualified public accountant (IQPA) named.
No recordkeeper disclosed on Schedule C.

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 PHB, INC..

Plan sponsor

Name

PHB, INC.

EIN

25-1490822

Address

7900 WEST RIDGE ROAD · FAIRVIEW, PA · 16415

Phone

(814) 474-5511

Industry

Manufacturingsee 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

2025-08-19

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4F · Temporary Disability (accident and sickness)

4H · Long-Term Disability

4L · Death Benefits (other than life insurance)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
UNITED CONCORDIA COMPANIES, INC	25-1687586	HARRISBURG, PA	NONE	$15K	—

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.