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Original filing (PDF)20251020155745NAL0000917907001
NATIONAL CARRIERS' CONFERENCE COMMITTEE
Form 5500
FILING_RECEIVED
THE RAILROAD EMPLOYEES NATIONAL EARLY RETIREMENT MAJOR MEDICAL BENEFIT PLAN
Health & welfare plan
Signals · 3
100% in single holding~1509 bps in Sched C fees7 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$26.2M
Net assets (EOY)
$21.2M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Cash and Cash Equivalents * Truist Bank Money Market Fund Account 70-04-102-7036736 Federated Hermes Trsy Oblig MMKT Instl #68" is 100% of plan.
- 1509 bps in Schedule C fees — 5103% above peer band of 29 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL CARRIERS' CONFERENCE COMMITTEE.
Plan sponsor
Name
NATIONAL CARRIERS' CONFERENCE COMMITTEE
EIN
52-1036399
Address
251 - 18TH STREET, SOUTH, SUITE 750 · ARLINGTON, VA · 22202
Phone
(571) 336-7600
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
506
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-20
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITEDHEALTHCARE | 36-2739571 | — | NONE | $3.2M | — |
| WITHUMSMITH+BROWN, P.C. | 22-2027092 | — | NONE | $451K | — |
| EXPRESS SCRIPTS, INC. | 22-3461740 | — | NONE | $198K | — |
| TRUIST BANK | 56-1074313 | — | NONE | $41K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $21K | — |
| MCMC, LLC | 14-1847542 | — | NONE | $16K | — |
| REMEDY ANALYTICS, INC. | 45-3151617 | — | NONE | $13K | — |
Investments
1 direct security· $20.1M(76% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Cash and Cash Equivalents * Truist Bank Money Market Fund Account 70-04-102-7036736 Federated Hermes Trsy Oblig MMKT Instl #68 | — | — | $20.1M | $20.1M | 76.5% |