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Original filing (PDF)20251011051214NAL0013615088002
NATIONAL AUTO SPRINKLER WELFARE FUND JOINT BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND
Health & welfare plan
Signals · 3
~124 bps in Sched C feesNo recordkeeper disclosed64 service providers
Active participants
16,440
Accounts w/ balance
—
Plan assets (EOY)
$787.7M
Net assets (EOY)
$720.5M
How this plan invests
This plan
1 pooled trust
Schedule D
16 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
- 124 bps in Schedule C fees — 1973% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL AUTO SPRINKLER WELFARE FUND JOINT BOARD OF TRUSTEES.
Plan sponsor
Name
NATIONAL AUTO SPRINKLER WELFARE FUND JOINT BOARD OF TRUSTEES
EIN
53-0215881
Address
8000 CORPORATE DRIVE · LANDOVER, MD · 207852239
Phone
(301) 577-1700
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
NATIONAL AUTOMATIC SPRINKLER INDUST WELFARE FUND
EIN
53-0215881
City
LANDOVER, MD
Phone
(301) 577-1700
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
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)
64 rowsOther
64| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPRING CARE INC. | — | NEW YORK, NY | NONE | $1.1M | — |
| AMERICAN HEALTH HOLDINGS, INC. | 31-1368946 | NEW ALBANY, OH | NONE | $820K | — |
| HINGE HEALTH INC. | — | SAN FRANCSICO, CA | NONE | $775K | — |
| HEALTH GAUGE | — | — | NONE | $608K | — |
| O'DONOGHUE & O'DONOGHUE | 53-0120528 | — | NONE | $501K | — |
| JP MORGAN INVESTMENT MANAGEMENT INC | 13-3200244 | — | NONE | $453K | — |
| THE SEGAL CO. | 13-1835864 | — | NONE | $434K | — |
| NIA PADMORE | 53-0215881 | — | EMPLOYEE | $336K | — |
| MEDICAL REVIEW INSTITUTE OF AMERICA | 87-0515201 | SALT LAKE CITY, UT | NONE | $306K | — |
| BASYS, INC. | 52-1796473 | — | NONE | $288K | — |
| AMERICAN REALTY ADVISORS | 33-0123114 | — | NONE | $264K | — |
| SAVEONSP | 47-3603390 | — | NONE | $260K | — |
| INTERCONTINENTAL REAL ESTATE CORPOR | 04-2895544 | — | NONE | $253K | — |
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $225K | — |
| PATRICIA RANDALL | 53-0215881 | — | EMPLOYEE | $223K | — |
| JOHN EGER | 53-0215881 | — | EMPLOYEE | $179K | — |
| INVESTMENT PERFORMANCE SERVICES | 58-2432390 | — | NONE | $165K | — |
| SMITH GRAHAM | 76-0301817 | — | NONE | $147K | — |
| MARY M. ANNAN | 53-0215881 | — | EMPLOYEE | $110K | — |
| NIXON PEABODY, LLP | 16-0764720 | — | NONE | $106K | — |
| LATISHA YOUNG | 53-0215881 | — | EMPLOYEE | $104K | — |
| ANGELA CURSEEN | 53-0215881 | — | EMPLOYEE | $95K | — |
| ANNA BOSMANS | 53-0215881 | — | EMPLOYEE | $88K | — |
| NARDIA JOSEPHS | 53-0215881 | — | EMPLOYEE | $85K | — |
| COMERICA BANK | 42-1741646 | — | NONE | $84K | — |
| HEALTHLINX, LLC | — | DRAPER, UT | NONE | $81K | — |
| LISA STATHOPOULOS | 53-0215881 | — | EMPLOYEE | $80K | — |
| BONNEY MILLER | 53-0215881 | — | EMPLOYEE | $78K | — |
| DIANE JONES | 53-0215881 | — | EMPLOYEE | $77K | — |
| CONSTANCE BLUNT | 53-0215881 | — | EMPLOYEE | $75K | — |
| LAWRENCE WELSH | 53-0215881 | — | EMPLOYEE | $73K | — |
| SELINA ROOTHS-BROWN | 53-0215881 | — | EMPLOYEE | $72K | — |
| IRON MOUNTAIN | — | LAUREL, MD | NONE | $72K | — |
| VARENA MAYS | 53-0215881 | — | EMPLOYEE | $66K | — |
| NEIL WHITE | 53-0215881 | — | EMPLOYEE | $65K | — |
| LYNNE LEVERE | 53-0215881 | — | EMPLOYEE | $65K | — |
| WHITNEY OKWUCHI | 53-0215881 | — | EMPLOYEE | $64K | — |
| DANITRA RANDALL | 53-0215881 | — | EMPLOYEE | $63K | — |
| MADELINE BROWN | 53-0215881 | — | EMPLOYEE | $63K | — |
| MARGUERITE FITCH | 53-0215881 | — | EMPLOYEE | $62K | — |
| FANNICE BECKETT | 53-0215881 | — | EMPLOYEE | $58K | — |
| SHAUNTAE TRIPLINE | 53-0215881 | — | EMPLOYEE | $58K | — |
| FRANCA SOARES DE SOUZA | 53-0215881 | — | EMPLOYEE | $57K | — |
| NANCY CORNELL | 53-0215881 | — | EMPLOYEE | $50K | — |
| STEPHANIE MCDANIEL | 53-0215881 | — | EMPLOYEE | $49K | — |
| LAKYRA HERNDON | 53-0215881 | — | EMPLOYEE | $48K | — |
| BRITTNY LEWIS | 53-0215881 | — | EMPLOYEE | $48K | — |
| ALICIA CRAWELY | 53-0215881 | — | EMPLOYEE | $36K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $36K | — |
| RICHARD WELSH | 53-0215881 | — | EMPLOYEE | $34K | — |
| RALPH SANCHEZ | 53-0215881 | — | EMPLOYEE | $33K | — |
| CATHERINE VARELLI | 53-0215881 | — | EMPLOYEE | $30K | — |
| KIM HARRIS | 53-0215881 | — | EMPLOYEE | $29K | — |
| NATHANIEL DAVIS | 53-0215881 | — | EMPLOYEE | $27K | — |
| INTECH | 01-0614895 | — | NONE | $24K | — |
| ROBERT W BAIRD CO. | 39-6037917 | — | NONE | $21K | — |
| EXPRESS SCRIPTS, INC. | 22-3461740 | — | NONE | $17K | — |
| CHANGE HEALTHCARE OPERATIONS | — | NASHVILLE, TN | NONE | $15K | — |
| WESTERN ASSET MANAGEMENT | 95-2705767 | — | NONE | $13K | — |
| PRIORITY LEGAL SERVICES | — | REISTERSTOWN, MD | NONE | $7K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE | $7K | — |
| CHRISTENSEN JAMES & MARTIN | — | LAS VEGAS, NV | NONE | $6K | — |
| MCKENZIE ROTHWELL BARLOW & COUGHRAN | — | SEATTLE, WA | NONE | $6K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | NEW YORK, NY | NONE | $0 | — |
Investments
15 direct securities · 1 pooled fund· $714.6M(91% 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.
Uncategorized
$638.6M
15 holdings
103-12 Investment Entity
$75.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| M UTUAL FUNDS N/A JPM HIGH YIELD FUND R6 RIC N/A | — | — | $137.6M | $138.9M | 17.6% | |
| N/A JPM SHORT DURATION BD R6 RIC N/A | — | — | $134.4M | $135.8M | 17.2% | |
| N/A JPM EXCHANGE TRADED FD GLOBAL RIC N/A | — | — | $95.8M | $105.3M | 13.4% | |
| N/A JPM EXCHANGE TRADED FD RIC N/A | — | — | $84.3M | $82.2M | 10.4% | |
| ULLICO INFRASTRUCTURE TAX-EXEMPT ULLICO INVESTMENT ADVISORS, INC. · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | $61.5M | $75.9M | 9.6% | |
| N/A JPM INCOM E FUND R6 RIC N/A | — | — | $62.7M | $63.4M | 8.1% | |
| N/A JPM CORE BOND R6 RIC N/A | — | — | $30.7M | $30.3M | 3.8% | |
| N/A INTERCONTINENTAL US REAL ESTATE FUND, LLC LP N/A | — | — | $26.3M | $28.8M | 3.7% | |
| N/A AM ERICAN CORE REALTY FUND LP N/A | — | — | $27.9M | $27.8M | 3.5% | |
| Interest Identity of issuer, borrower, lessor or similar party Description Date Interest Shares Cost Current Value SHORT-TERM INVESTM ENTS N/A GOLDM AN SACHS FIN SQ GOVT INST M N/A | — | — | $19.5M | $19.5M | 2.5% | |
| N/A INSOLVE GLOBAL CREDIT FEEDER FUND VI LP N/A | — | — | $2.7M | $2.7M | 0.3% | |
| U.S. GOVERNM ENT SECURITIES N/A US TREASURY NOTE 4.125% Notes 1/31/2026 4.125% | — | — | $1.7M | $1.7M | 0.2% | |
| N/A SANDTON CAPITAL SOLUTIONS OFFSHORE FUND VI LP N/A | — | — | $1.3M | $1.2M | 0.2% | |
| LIM ITED PARTNERSHIPS N/A ANCHORAGE CREDIT OPPORTUNITIES ONSHORE FD IX LP N/A | — | — | $509K | $583K | <0.1% | |
| N/A CREDIT SUISSE FLOATING RT HI INC FD RIC N/A | — | — | $378K | $376K | <0.1% | |
| N/A STELLUS CREDIT VCOC Fund IV LLC LP N/A | — | — | $83K | $83K | <0.1% |