Original filing (PDF)20250512171955NAL0027077920001

National Asbestos Workers Medical Fund Fund Board of Trustees

Name: National Asbestos Workers Medical Fund Fund Board of Trustees — Form 5500 Plan 501 (2023)
Creator: National Asbestos Workers Medical Fund Fund Board of Trustees
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

National Asbestos Workers Medical Fund

Health & welfare plan · National Asbestos Workers Medical Fund Fund Board of Trustees' National Asbestos Workers Medical Fund held $68.8M in plan assets for 2,968 participants in 2023.

Signals · 3

13% employer stock~345 bps in Sched C fees17 service providers

Active participants

2,968

Accounts w/ balance

—

Plan assets (EOY)

$68.8M

Net assets (EOY)

$58.2M

Plan identifiers

National Asbestos Workers Medical Fund Fund Board of Trustees' EIN is 52-6038498.

EIN 52-6038498

Plan number 501

Plan year 2023

ACK ID 20250512171955NAL0027077920001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for National Asbestos Workers Medical Fund Fund Board of Trustees from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

National Asbestos Workers Medical Fund Fund Board of Trustees' plan includes health coverage, dental coverage, vision coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NATIONAL ASBESTOS WORKERS MEDICAL FUND FUND BOARD OF TRUSTEES.

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How this plan invests

This plan

1 pooled trust

Schedule D

427 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Holds assets with an undetermined value.
Total administrative cost in the bottom quartile of peers (1st percentile).

Plan sponsor

Name

NATIONAL ASBESTOS WORKERS MEDICAL FUND FUND BOARD OF TRUSTEES

EIN

all filings

Address

2010 N W 150TH AVENUE · PEMBROKE PINES, FL · 33028

Phone

(888) 632-2887

Industry

Construction

Plan administrator

Name

EXECUTIVE COMMITTEE OF THE NATIONAL ASBESTOS WORKERS MEDICAL FUND

EIN

52-1090353

City

PEMBROKE PINES, FL

Phone

(888) 632-2887

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-05-12

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

4E · Vision

4F · Temporary disability (accident and sickness)

4L · Death benefits (include travel accident but not life insurance)

Audit & trust (Schedule H)

Auditor

CALIBRE CPA GROUP PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

17 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
CRESCENT MEZZANINE PARTNERS LP	47-3358654	—	NONE	$145K	—

Accountant / Auditor

Investments

427 direct securities · 1 pooled fund· $58.8M(85% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Bonds / Notes

$21.4M

248 holdings

Other securities

$12.8M

51 holdings

Other

$8.4M

4 holdings

U.S. Treasuries

$6.4M

10 holdings

Common Stocks

$4.5M

104 holdings

Common Collective Trust

$3.3M

1 holding

Cash / Money Market

$1.6M

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

State Street / SPDR$3.3M JPMorgan$591K Morgan Stanley$338K Wells Fargo / Allspring$307K BlackRock / iShares$269K Goldman Sachs$177K Fidelity$52K Schwab$47K

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Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
CALIBRE CPA GROUP, PLLC	47-0900880	—	NONE	$90K	—
DANIELS, IRWIN & AYLOR, CPA	62-1802605	—	NONE	$10K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONAL EMPLOYEE BENEFITS ADMINIST	65-0498809	—	NONE	$1.6M	—
O'DONOGHUE & O'DONOGHUE	53-0120528	—	NONE	$148K	—
PNC	22-1146430	—	NONE	$65K	—
BHA CONSULTING LLC	—	AUSTIN, TX	NONE	$59K	—
CHARTWELL INVESTMENT PARTNERS	—	BERWYN, PA	NONE	$57K	—
NATIONAL INVESTMENT SERVICES	—	MILWAUKEE, WI	NONE	$50K	—
INTERCONTINENTAL REAL ESTATE	04-3549299	—	NONE	$43K	—
INVESTMENT PERFORMANCE SERVICES	58-2432390	—	NONE	$35K	—
HAMILTON LANE	23-2962336	—	NONE	$34K	—
TOP DRAWER MEDIA SOLUTIONS	—	MIAMI LAKES, FL	NONE	$29K	—
WITHUMSMITH + BROWN PC	—	BETHESDA, MD	NONE	$26K	—
BOSTON PARTNERS	—	NEW YORK, NY	NONE	$14K	—
VENABLE LAW FIRM, P.A.	—	WASHINGTON, DC	NONE	$14K	—
BLACKSTONE REAL ESTATE DEBT STRATEG	47-4469110	—	NONE	$0	—

					% of plan
U.S. Real Estate Investment Fund Limited Partners N/A	Other securities	—	$3.7M	$4.1M	5.9%
Boyd Watterson State Government Fund LP Limited Partners N/A	Other securities	—	$3.5M	$4.0M	5.8%
[Assets held in common stock]	Other	—	—	$3.4M	5.0%
[Assets held in common collective trust]	Other	—	—	$3.3M	4.8%
SSGA RUSSELL 1000(R) GROWTH INDEX S STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-6897328 / PN 001	Common Collective Trust	—	$2.4M	$3.3M	4.8%
U.S. Treasury Notes 03/31/29 2.375%	U.S. Treasuries	—	$1.8M	$1.8M	2.6%
Short-Term Investments PNC Government Money Market Fund Money Market N/A	Cash / Money Market	—	$1.6M	$1.6M	2.4%
[Assets held in interest-bearing cash]	Other	—	—	$1.6M	2.4%
Hamilton Lane Strategic Opps Fund IV LP Limited Partners N/A	Other securities	—	$331K	$1.3M	1.9%
U.S. Treasury Notes 04/30/30 3.500%	U.S. Treasuries	—	$1.0M	$1.1M	1.5%
U.S. Treasury Notes 12/31/27 3.875%	U.S. Treasuries	—	$1.0M	$1.0M	1.5%
Crescent Mezzanine Partners VIIB Fund Limited Partners N/A	Other securities	—	$383K	$975K	1.4%
U.S. Treasury Notes 05/15/32 2.875%	U.S. Treasuries	—	$843K	$866K	1.3%
U.S. Treasury Notes 03/31/31 4.125%	U.S. Treasuries	—	$749K	$770K	1.1%
US Government and Agencies Notes and Bonds U.S. Treasury Notes 07/31/28 1.000%	U.S. Treasuries	—	$705K	$705K	1.0%
FORD MOTOR CREDIT CO LLC Notes 11/01/24 4.063%	Bonds / Notes	—	$357K	$353K	0.5%
SBA COMMUNICATIONS CORP Notes 02/15/27 3.875%	Bonds / Notes	—	$350K	$337K	0.5%
TELEFLEX INC Notes 11/15/27 4.625%	Bonds / Notes	—	$329K	$336K	0.5%
WESTERN DIGITAL CORP Notes 02/15/26 4.750%	Bonds / Notes	—	$358K	$334K	0.5%
UNDER ARMOUR INC Notes 06/15/26 3.250%	Bonds / Notes	—	$348K	$334K	0.5%
CARE CAPITAL PROPERTIES Notes 08/15/26 5.125%	Bonds / Notes	—	$319K	$333K	0.5%
CARPENTER TECHNOLOGY Notes 07/15/28 6.375%	Bonds / Notes	—	$328K	$332K	0.5%
UNITED RENTALS NORTH AM Notes 05/15/27 5.500%	Bonds / Notes	—	$339K	$332K	0.5%
SERVICE CORP INTL Notes 12/15/27 4.625%	Bonds / Notes	—	$322K	$331K	0.5%
CROWN AMER/CAP CORP VI Notes 02/01/26 4.750%	Bonds / Notes	—	$340K	$330K	0.5%
SLM CORP Notes 10/29/25 4.200%	Bonds / Notes	—	$340K	$329K	0.5%
SILGAN HOLDINGS INC Notes 02/01/28 4.125%	Bonds / Notes	—	$313K	$329K	0.5%
HILLENBRAND INC Notes 09/15/26 4.500%	Bonds / Notes	—	$335K	$326K	0.5%
HILTON WORLDWIDE FIN LLC Notes 04/01/27 4.875%	Bonds / Notes	—	$335K	$326K	0.5%
CDW LLC/CDW FINANCE Notes 05/01/25 4.125%	Bonds / Notes	—	$323K	$325K	0.5%
CLEVELAND-CLIFFS INC Notes 06/01/27 5.875%	Bonds / Notes	—	$324K	$325K	0.5%
SUNOCO LP/FINANCE CORP Notes 04/15/27 6.000%	Bonds / Notes	—	$335K	$324K	0.5%
CHARTER COMM OPT LLC/CAP Notes 07/23/25 4.908%	Bonds / Notes	—	$330K	$323K	0.5%
STARWOOD PROPERTY TRUST Notes 03/15/25 4.750%	Bonds / Notes	—	$333K	$322K	0.5%
CENTURY COMMUNITIES Notes 06/01/27 6.750%	Bonds / Notes	—	$322K	$322K	0.5%
AECOM Notes 03/15/27 5.125%	Bonds / Notes	—	$317K	$321K	0.5%
NMI HOLDINGS Notes 08/15/29 6.000%	Bonds / Notes	—	$313K	$317K	0.5%
ENLINK MIDSTREAM PARTNER Notes 06/01/25 4.150%	Bonds / Notes	—	$304K	$305K	0.4%
PENSKE AUTOMOTIVE GROUP Notes 09/01/25 3.500%	Bonds / Notes	—	$311K	$302K	0.4%
WESTERN MIDSTREAM OPERAT Notes 02/01/25 3.100%	Bonds / Notes	—	$303K	$301K	0.4%
CENTENE CORP Notes 12/15/27 4.250%	Bonds / Notes	—	$287K	$300K	0.4%
TEGNA INC Notes 03/15/28 4.625%	Bonds / Notes	—	$288K	$294K	0.4%
WYNDHAM WORLDWIDE CORP Notes 10/01/25 5.100%	Bonds / Notes	—	$231K	$222K	0.3%
Crescent Mezzanine Partners VIB Fund Limited Partners N/A 1	Other securities	—	—	$204K	0.3%
GLP CAPITAL LP / FIN II Notes 06/01/25 5.250%	Bonds / Notes	—	$206K	$194K	0.3%
ICAHN ENTERPRISES/FIN Notes 05/15/26 6.250%	Bonds / Notes	—	$185K	$189K	0.3%
Limited Partnerships Blackrock Real Estate Debt Strategies Limited Partners N/A	Other securities	—	$582K	$175K	0.3%
TENET HEALTHCARE CORP SR SEC Notes 06/01/29 4.250%	Bonds / Notes	—	$171K	$175K	0.3%
GXO LOGISTICS INC Notes 05/06/29 6.250%	Bonds / Notes	—	$166K	$171K	0.2%
TENET HEALTHCARE CORP SR Notes 11/01/27 5.125%	Bonds / Notes	—	$162K	$162K	0.2%

1–50 of 428

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