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Original filing (PDF)20260225073211NAL0005255891001
WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND
Form 5500
FILING_RECEIVED
WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND
Health & welfare plan
Signals · 4
97% in single holding~1004 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
380
Accounts w/ balance
—
Plan assets (EOY)
$4.2M
Net assets (EOY)
$1.7M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "(See attached page 16)" is 97% of plan.
- 1004 bps in Schedule C fees — 1832% 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 WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND.
Plan sponsor
Name
WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND
EIN
55-6030152
Address
20000 HORIZON WAY, SUITE 600 · MOUNT LAUREL, NJ · 080541057
Phone
(304) 737-0768
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND
EIN
55-6030152
City
MOUNT LAUREL, NJ
Phone
(304) 737-0768
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-02-25
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
MCELHANEY & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HEALTH PLAN | 55-0765726 | — | NONE | $159K | — |
| BEACON ADMINISTRATORS & CONSULTANTS | 83-1544721 | — | NONE | $154K | — |
| MCELHANEY & ASSOCIATES, LLC | 38-3806684 | — | NONE | $49K | — |
| JOHN DASCOLI PLLC | 20-5780253 | — | NONE | $32K | — |
| ACRISURE MID ATLANTIC PARTNERS INSU | 92-3652116 | — | NONE | $11K | — |
| STANDARD VALUATION, INC. | 41-1327339 | — | NONE | $10K | — |
| ELMCRX SOLUTIONS | 92-3611396 | — | NONE | $8K | — |
Investments
2 direct securities· $1.9M(45% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| (See attached page 16) | — | — | $1.7M | $1.8M | 43.2% | |
| Federated Gov’t Fund Money Market N/A Variable | — | — | $57K | $57K | 1.3% |