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Original filing (PDF)20250814125546NAL0009606961001
NATIONAL EMPLOYEES HEALTH PLAN
Form 5500
FILING_RECEIVED
NATIONAL EMPLOYEE HEALTH PLAN
Health & welfare plan
Signals · 3
No auditor on file~380 bps in Sched C feesNo recordkeeper disclosed
Active participants
4,957
Accounts w/ balance
—
Plan assets (EOY)
$14.2M
Net assets (EOY)
$12.9M
Plan health score (directional)
72
/ 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
60
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 380 bps in Schedule C fees — 1210% above peer band of 29 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 NATIONAL EMPLOYEES HEALTH PLAN.
Plan sponsor
Name
NATIONAL EMPLOYEES HEALTH PLAN
EIN
38-6440898
Address
700 TOWER DRIVE, SUITE 300 · TROY, MI · 48098
Phone
(586) 693-4743
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-14
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENYSYS, INC | 39-1401001 | — | NONE | $208K | — |
| SUGARMAN & SUSSKIND | 59-2539792 | — | NONE | $168K | — |
| THE SEGAL COMPANY | 13-1975123 | — | NONE | $119K | — |
| LAPADULA CARLSON & CO. CPA'S | 65-0292391 | — | NONE | $44K | — |
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.