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Original filing (PDF)20250711170237NAL0006510721001
CONSTRUCTION WORKERS' TRUST FUND BOARD OF DIRECTORS
Form 5500
FILING_RECEIVED
CONSTRUCTION WORKERS' TRUST FUND
Health & welfare plan
Signals · 3
~461 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
1,477
Accounts w/ balance
—
Plan assets (EOY)
$18.7M
Net assets (EOY)
$16.1M
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 461 bps in Schedule C fees — 1489% 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 CONSTRUCTION WORKERS' TRUST FUND BOARD OF DIRECTORS.
Plan sponsor
Name
CONSTRUCTION WORKERS' TRUST FUND BOARD OF DIRECTORS
EIN
52-6037528
Address
7130 COLUMBIA GATEWAY DRIVE · SUITE A · COLUMBIA, MD · 21046
Phone
(410) 872-9500
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-11
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC. | 53-0257019 | — | NONE | $370K | — |
| CAREFIRST PPO | 52-1330940 | — | NONE | $211K | — |
| GORDON, FIENBLATT, LLC | 52-0627715 | — | NONE | $93K | — |
| AMERICAN HEALTH HOLDING, INC | 31-1368946 | — | NONE | $87K | — |
| CALL A DOCTOR PLUS | 46-1682881 | — | NONE | $36K | — |
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $29K | — |
| BOLTON PARTNERS | 52-1231144 | — | NONE | $17K | — |
| PNC BANK | — | PITTSBURGH, PA | NONE | $15K | — |
| AMERICAN GRAPHICS PRINTING | — | CLINTON TOWNSHIP, MI | NONE | $5K | — |
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.
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