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Original filing (PDF)20250218134230NAL0003251777001
AFFILIATED PHYSICIANS AND EMPLOYERS MASTER TRUST
Form 5500
FILING_RECEIVED
THE AFFILIATED PHYSICIANS & EMPLOYERS HEALTH PLAN
Health & welfare plan
Signals · 1
10 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AFFILIATED PHYSICIANS AND EMPLOYERS MASTER TRUST.
Plan sponsor
Name
AFFILIATED PHYSICIANS AND EMPLOYERS MASTER TRUST
EIN
45-6416517
Address
3131 PRINCETON PIKE · BUILDING 5, SUITE 110 · LAWRENCEVILLE, NJ · 08648
Phone
(609) 890-1500
Industry
Finance & Insurancesee all
Plan administrator
Name
CONCORD MANAGEMENT RESOURCES
EIN
82-2339246
City
CHESTER, NJ
Phone
(908) 293-6101
Plan characteristics
Plan number
510
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-18
Welfare benefit codes
4A · Health (other than dental or vision)
4T · Long-Term Care
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GENOVA BURNS, LLC | 22-2940404 | NEWARK, NJ | NONE | $509K | — |
| CONCORD MANGEMENT RESOUCRES | 82-2339246 | CHESTER, NJ | NONE | $375K | — |
| LAW FIRM OF BRIAN W. HOFMEISTER LLC | 47-2669742 | LAWRENCEVILLE, NJ | NONE | $315K | — |
| DFL GROUP | 22-3776491 | OCEANPORT, NJ | NONE | $123K | — |
| MCMANIMON, SCOTLAND & BAUMANN LLC | 22-2837091 | ROSELAND, NJ | NONE | $113K | — |
| MAZARS USA LLP | 13-1459550 | NEW YORK, NY | NONE | $83K | — |
| DAVIES ACTUARIAL AUDIT & CONSULTING | 58-2512336 | PEACHTREE CORNERS, GA | NONE | $79K | — |
| AAJ TECHNOLOGIES | 65-0762524 | FORT LAUDERDALE, FL | NONE | $60K | — |
| CHRISTOPHER E. CODELUCI | — | JUPITER, FL | NONE | $15K | — |
| NAGEL RICE, LLP | 22-2665216 | ROSELAND, NJ | NONE | $7K | — |
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.