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Original filing (PDF)20251002153111NAL0001038800001

BUILDING MATERIAL SUPPLIERS ASSOCIATION

Form 5500
FILING_RECEIVED
BUILDING MATERIAL SUPPLIERS ASSOCIATION GROUP INSURANCE TRUST
Health & welfare plan
Signals · 2
~2697 bps in Sched C feesNo recordkeeper disclosed
Active participants
151
Accounts w/ balance
Plan assets (EOY)
$62K
Net assets (EOY)
$12K
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
  • 2697 bps in Schedule C fees — 1607% above peer band of 158 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 BUILDING MATERIAL SUPPLIERS ASSOCIATION.
Plan sponsor
Name
BUILDING MATERIAL SUPPLIERS ASSOCIATION
EIN
82-6535698
Address
3029 SENNA DRIVE · MATTHEWS, NC · 28105
Phone
(704) 376-1503
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
BUILDING MATERIAL SUPPLIERS ASSOCIATION
EIN
56-0817930
City
MATTHEWS, NC
Phone
(704) 376-1503
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-10-02
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4Q · Other
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
CLIFTONLARSONALLEN LLP41-0746749NONE$17K

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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