Original filing (PDF)20260302175651NAL0001384977001

MULTIFAMILY INSURANCE TRUST

Name: MULTIFAMILY INSURANCE TRUST — MULTIFAMILY INSURANCE TRUST HEALTH AND WELFARE BENEFITS WRAP PLAN, Form 5500 (2024)
Creator: MULTIFAMILY INSURANCE TRUST

Form 5500

FILING_RECEIVED

MULTIFAMILY INSURANCE TRUST HEALTH AND WELFARE BENEFITS WRAP PLAN

Health & welfare plan

Signals · 3

39% in single holding~692 bps in Sched C feesNo recordkeeper disclosed

Active participants

567

Accounts w/ balance

—

Plan assets (EOY)

$3.1M

Net assets (EOY)

$1.9M

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)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MULTIFAMILY INSURANCE TRUST.

Plan sponsor

Name

MULTIFAMILY INSURANCE TRUST

EIN

35-7086833

Address

4 EXECUTIVE BLVD SUITE 100 · SUFFERN, NY · 109014166

Phone

(845) 368-2400

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

506

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-03-02

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4H · Long-Term Disability

4Q · Other

Audit & trust (Schedule H)

Auditor

BDO USA, P.C.

Trustee / custodian

—

Service providers (Schedule C)

3 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENEFITMALL	95-4018229	—	NONE	$90K	—
BENEFIT PLAN MANAGER	22-3460721	—	NONE	$73K	—
BDO USA, P.C.	13-5381590	—	NONE	$49K	—

Investments

9 direct securities· $3.3M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
U.S. Treasury Bill 0% July 10, 2025	—	—	$1.3M	$1.3M	41.3%
U.S. Treasury Bill 0% January 16, 2025	—	—	$1.2M	$1.2M	38.3%
U.S. Treasury Obligations U.S. Treasury Bill July 10, 2025	—	—	$664K	$674K	22.0%
U.S. Treasury Bill 0% January 16, 2025	—	—	$87K	$87K

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