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Original filing (PDF)20251015093356NAL0002088019005
BALTIMORE FIRE FIGHTERS LOCAL 734 WIDOWS AND ORPHANS CHARITABLE BENEFI
Form 5500
FILING_RECEIVED
BALTIMORE FIRE FIGHTERS LOCAL 734 WIDOWS AND ORPHANS CHARITABLE BENEFIT PLAN
Health & welfare plan
Signals · 2
~136 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,045
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$750K
How this plan invests
This plan
14 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
- 136 bps in Schedule C fees — 161% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BALTIMORE FIRE FIGHTERS LOCAL 734 WIDOWS AND ORPHANS CHARITABLE BENEFI.
Plan sponsor
Name
BALTIMORE FIRE FIGHTERS LOCAL 734 WIDOWS AND ORPHANS CHARITABLE BENEFI
EIN
52-1230940
Address
1202 RIDGELY STREET · BALTIMORE, MD · 21230
Phone
(410) 234-0734
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
GORFINE, SCHILLER & GARDYN P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GORFINE, SCHILLER & GARDYN, P.A. | 52-1231901 | — | NONE | $17K | — |
Investments
14 direct securities· $1.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Truist Bank Money market N/A 63 Total insured deposits | — | — | $317K | $317K | 25.1% | |
| Plains Capital Bank Money market N/A | — | — | $248K | $248K | 19.7% | |
| Fundamental Investment Inc Common Mutual fund N/A | — | — | $130K | $190K | 15.0% | |
| New Economy Fund SH BEN INT Mutual fund N/A | — | — | $86K | $118K | 9.4% | |
| Hartford Mutual Funds Inc. CAP APPREC A Mutual fund N/A | — | — | $106K | $102K | 8.1% | |
| First Eagle Global Fund Mutual fund N/A | — | — | $78K | $93K | 7.4% | |
| Insured Deposits Citibank N.A. Money market N/A | — | — | $68K | $68K | 5.4% | |
| Capital Income BLDR SH BEN INT Mutual fund N/A | — | — | $56K | $68K | 5.4% | |
| Hartford Mutual Funds Inc. CAP APPREC C Mutual fund N/A | — | — | $52K | $50K | 4.0% | |
| Fundamental Investment Inc Class C Mutual fund N/A | — | — | $40K | $47K | 3.8% | |
| Capital Income BLDR Class C Mutual fund N/A | — | — | $24K | $35K | 2.8% | |
| Lord Abbett High Yield Mutual fund N/A | — | — | $40K | $34K | 2.7% | |
| Preferred equities Bank of America Preferred stocks N/A | — | — | $25K | $24K | 1.9% | |
| New Economy Fund Class C Mutual fund N/A | — | — | $21K | $22K | 1.7% |
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