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Original filing (PDF)20231016125303NAL0075895634001
THE EDWARDS COMPANIES
Form 5500
FILING_RECEIVED
MULTICON BUILDERS INC WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 2
~364 bps in Sched C feesNo recordkeeper disclosed
Active participants
192
Accounts w/ balance
—
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.2M
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
- 364 bps in Schedule C fees — 600% above peer band of 52 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 THE EDWARDS COMPANIES.
Plan sponsor
Name
THE EDWARDS COMPANIES
EIN
31-0932309
Address
495 S HIGH ST · COLUMBUS, OH · 43215
Phone
(614) 241-2070
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
505
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMUNITY INSURANCE COMPANY (G1728) | 31-1440175 | — | NONE | $52K | — |
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.
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