Original filing (PDF)20250925115232NAL0019328146002

BOARD OF TRUSTEES HEALTH AND WELFARE TRUST LOCAL NO. 743

Name: BOARD OF TRUSTEES HEALTH AND WELFARE TRUST LOCAL NO. 743 — HEALTH AND WELFARE TRUST LOCAL NO. 743, Form 5500 (2024)
Creator: BOARD OF TRUSTEES HEALTH AND WELFARE TRUST LOCAL NO. 743

Form 5500

FILING_RECEIVED

HEALTH AND WELFARE TRUST LOCAL NO. 743

Health & welfare plan

Signals · 3

61% employer stock~350 bps in Sched C fees7 service providers

Active participants

928

Accounts w/ balance

—

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

How this plan invests

This plan

77 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (5th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOARD OF TRUSTEES HEALTH AND WELFARE TRUST LOCAL NO. 743.

Plan sponsor

Name

BOARD OF TRUSTEES HEALTH AND WELFARE TRUST LOCAL NO. 743

EIN

36-6076696

Address

20 N. MARTINGALE ROAD · SUITE 290 · SCHAUMBURG, IL · 60173

Phone

(847) 519-1880

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-03-01

Tax period

2025-02-28

Filed

2025-09-25

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4F · Temporary Disability (accident and sickness)

4L · Death Benefits (other than life insurance)

Audit & trust (Schedule H)

Auditor

CALIBRE CPA GROUP, PLLC

Trustee / custodian

Service providers (Schedule C)

7 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CALIBRE CPA GROUP, PLLC	47-0900880	—	NONE	$36K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
GROUP ADMINISTRATORS	36-3381052	—	NONE	$58K

Investments

77 direct securities· $5.3M(94% of reported assets)

Common Stock

$3.3M

59 holdings

Bonds / Notes

$888K

11 holdings

U.S. Treasuries

$583K

4 holdings

Other securities

$455K

1 holding

Corporate Bonds

$100K

1 holding

Common Stocks

$45K

1 holding

					% of plan
Short-term investments GOLDM AN FINANCIAL SQUARE TREAS OBLIGATIONS Short-term investment N/A	Other securities	—	$455K	$455K	8.1%
U.S. TREASURY NOTES U.S. Government obligations 07/31/26 4.360%	U.S. Treasuries	—	$302K	$301K	5.3%
APPLE INC Common stock N/A	Common Stock	—	$30K	$183K	3.2%
M ICROSOFT CORP Common stock N/A	Common Stock	—	$43K	$148K	2.6%
AM AZON COM INC Common stock N/A	Common Stock	—	$27K	$140K	2.5%
BROADCOM INC Common stock N/A	Common Stock	—	$22K	$138K	2.4%
VISA INC CLASS A Common stock N/A	Common Stock	—	$38K	$132K	2.3%
ALPHABET INC CL C Common stock N/A	Common Stock	—	$23K	$110K	2.0%
AM PHENOL CORP Common stock N/A	Common Stock	—	$30K	$105K	1.9%
JOHN DEERE CAPITAL CORP Corporate bond 01/20/28 4.690%	Bonds / Notes	—	$101K	$101K	1.8%
LOCKHEED M ARTIN CORPORATION Corporate bond 05/15/28 4.430%	Bonds / Notes	—	$98K	$100K	1.8%
GENERAL DYNAM ICS CORP Corporate bond 05/15/25 3.510%	Corporate Bonds	—	$98K	$100K	1.8%
U.S. Government obligations U.S. TREASURY NOTES U.S. Government obligations 07/15/25 3.010%	U.S. Treasuries	—	$96K	$100K	1.8%
ACE INA HOLDINGS Corporate bond 05/03/26 3.390%	Bonds / Notes	—	$99K	$99K	1.7%
COM CAST CORP Corporate bond 10/15/28 4.210%	Bonds / Notes	—	$98K	$99K	1.7%
U.S. TREASURY NOTES U.S. Government obligations 03/31/26 2.290%	U.S. Treasuries	—	$107K	$98K	1.7%
JPM ORGAN CHASE CO Corporate bond 04/22/27 1.630%	Bonds / Notes	—	$94K	$97K	1.7%
WASTE M ANAGEM ENT INC Corporate bond 04/15/32 4.310%	Bonds / Notes	—	$96K	$96K	1.7%
PNC FINANCIAL SERVICES Corporate bond 04/23/29 3.600%	Bonds / Notes	—	$94K	$96K	1.7%
JPM CHASE & CO Common stock N/A	Common Stock	—	$27K	$93K	1.6%
UNITEDHEALTH GROUP INC Common stock N/A	Common Stock	—	$28K	$87K	1.5%
U.S. TREASURY NOTES U.S. Government obligations 02/15/31 1.330%	U.S. Treasuries	—	$96K	$85K	1.5%
WALM ART INC Common stock N/A	Common Stock	—	$29K	$81K	1.4%
BERKSHIRE HATHAWAY INC Common stock N/A	Common Stock	—	$39K	$81K	1.4%
TJX COS INC Common stock N/A	Common Stock	—	$22K	$78K	1.4%
ORACLE CORP Common stock N/A	Common Stock	—	$22K	$76K	1.3%
ILLINOIS TOOL WORKS INC Common stock N/A	Common Stock	—	$30K	$75K	1.3%
O'REILLY AUTOM OTIVE INC Common stock N/A	Common Stock	—	$11K	$74K	1.3%
THERM O FISHER SCIENTIFIC INC Common stock N/A	Common Stock	—	$36K	$69K	1.2%
LOWE'S COS INC Common stock N/A	Common Stock	—	$17K	$68K	1.2%
RAYTHEON TECHNOLOGIES Common stock N/A	Common Stock	—	$39K	$66K	1.2%
M ARVELL TECHNOLOGY INC Common stock N/A	Common Stock	—	$28K	$66K	1.2%
ISHARES RUSSELL 2000 VALUE Common stock N/A	Common Stock	—	$62K	$64K	1.1%
APPLIED M ATERIALS INC Common stock N/A	Common Stock	—	$27K	$64K	1.1%
BANK OF AM ERICA CORP Common stock N/A	Common Stock	—	$41K	$63K	1.1%
PROGRESSIVE CORP Common stock N/A	Common Stock	—	$17K	$60K	1.1%
CATERPILLAR INC Common stock N/A	Common Stock	—	$24K	$59K	1.0%
M ARSH & M CLENNAN COM PANIES INC Common stock N/A	Common Stock	—	$16K	$57K	1.0%
PALO ALTO NETWORKS INC Common stock N/A	Common Stock	—	$32K	$56K	1.0%
SHERWIN WILLIAM S CO Common stock N/A	Common Stock	—	$28K	$53K	0.9%
NATIONAL RURAL UTILITY COOP Corporate bond 01/15/33 5.530%	Bonds / Notes	—	$54K	$52K	0.9%
UNION PACIFIC CORP Common stock N/A	Common Stock	—	$28K	$51K	0.9%
DANAHER CORP Common stock N/A	Common Stock	—	$19K	$50K	0.9%
ANHEUSER BUSCH Corporate bond 04/13/28 4.040%	Bonds / Notes	—	$49K	$50K	0.9%
ENTERPRISE PRODUCTS OPERATING Corporate bond 10/16/28 4.200%	Bonds / Notes	—	$56K	$49K	0.9%
NEXTERA ENERGY CAPITAL Corporate bond 05/01/27 3.620%	Bonds / Notes	—	$47K	$49K	0.9%
ALPHABET INC CL A Common stock N/A	Common Stock	—	$13K	$48K	0.8%
JOHNSON & JOHNSON Common stock N/A	Common Stock	—	$27K	$45K	0.8%
ABBOTT LABORATORIES Common stock N/A	Common Stocks	—	$14K	$45K	0.8%
PEPSICO INC Common stock N/A	Common Stock	—	$30K	$44K	0.8%