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Original filing (PDF)20260113145457NAL0020596914003
BUILDING INDUSTRY HEALTH PLAN OF THE RED RIVER VALLEY
Form 5500
FILING_RECEIVED
BUILDING INDUSTRY HEALTH PLAN OF THE RED RIVER VALLEY
Health & welfare plan
Signals · 3
~2602 bps in Sched C feesNo recordkeeper disclosed11 service providers
Active participants
2,844
Accounts w/ balance
—
Plan assets (EOY)
$28.5M
Net assets (EOY)
$26.0M
How this plan invests
This plan
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 2602 bps in Schedule C fees — 8872% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUILDING INDUSTRY HEALTH PLAN OF THE RED RIVER VALLEY.
Plan sponsor
Name
BUILDING INDUSTRY HEALTH PLAN OF THE RED RIVER VALLEY
EIN
36-3729320
Address
1802 32ND AVE S · FARGO, ND · 581036702
Phone
(701) 232-5846
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-13
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
WIDMER ROEL PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ND | 45-0173185 | — | NONE | $7.0M | — |
| MILLIMAN, INC | 91-0675641 | — | NONE | $119K | — |
| OPIOID CLINICAL MANAGEMENT, LLC | 82-3048556 | — | NONE | $108K | — |
| NORTH RISK PARTNERS LLC | 46-1375576 | — | NONE | $74K | — |
| INVESTMENT CONSULTING SERVICES, LLC | 32-0016703 | — | NONE | $48K | — |
| WIDMER ROEL PC | 45-0334950 | — | NONE | $33K | — |
| TRAVELERS | 06-0566050 | — | NONE | $17K | — |
| ALERUS FINANCIAL | 45-0140105 | — | NONE | $10K | — |
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $10K | — |
| STINSON LLP | 44-0643135 | — | NONE | $6K | — |
| PRIME THERAPEUTICS | 26-0076803 | — | NONE | $0 | — |
Investments
8 direct securities· $25.2M(88% of reported assets)
Uncategorized
$18.9M
6 holdings
Mutual Funds
$5.4M
1 holding
Real Estate
$943K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S Baird Aggregate Bonds 546,506.916 Shares | Mutual Funds | — | $5.7M | $5.4M | 18.8% | |
| JP Morgan Core Bond Ultra 499,018.840 Shares | — | — | $5.1M | $5.1M | 18.0% | |
| Schwab S&P 500 Index Fund 54,948.548 Shares | — | — | $3.7M | $4.7M | 16.6% | |
| Vanguard Short Term Treasury Index Admiral Bonds 195,759.091 Shares | — | — | $4.0M | $3.8M | 13.4% | |
| MONEY MARKET MUTUAL FUNDS Federated Government Obligations #117 2,405,909.000 Shares | — | — | $2.4M | $2.4M | 8.4% | |
| Schwab US Mid Cap Index 24,084.489 Shares | — | — | $1.3M | $1.5M | 5.4% | |
| Schwab Small Cap Index 38,436.259 Shares | — | — | $1.2M | $1.2M | 4.4% | |
| INVESTMENT TRUST RhumbLine REIT Index Fund LLC 73,368.805 Shares | Real Estate | — | $739K | $943K | 3.3% |