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Original filing (PDF)20251028092005NAL0004571459001
HENSEL PHELPS CONSTRUCTION CO
Form 5500
FILING_RECEIVED
HENSEL PHELPS CONSTRUCTION CO EMPLOYEE BENEFIT PLAN
Health & welfare plan
Signals · 4
67% in single holding~4060 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
4,395
Accounts w/ balance
—
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.6M
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 "Goldman, Sachs & Co. Financial Square Government Fund; 5,969,245 units" is 67% of plan.
- 4060 bps in Schedule C fees — 7708% 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 HENSEL PHELPS CONSTRUCTION CO.
Plan sponsor
Name
HENSEL PHELPS CONSTRUCTION CO
EIN
84-0876644
Address
420 6TH AVE · GREELEY, CO · 806312332
Phone
(970) 352-6565
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-28
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
K FINANCIAL, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COM | 59-1031071 | — | NONE | $3.1M | — |
| BOON ADMINISRATION SERVICES, INC. | 33-0449333 | — | NONE | $402K | — |
| EXPRESS SCRIPTS | 43-1420563 | — | NONE | $364K | — |
| FLOOD & PETERSON BENEFITS LLC | 20-0899501 | — | NONE | $70K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $37K | — |
| COMERICA BANK | 38-1998421 | — | NONE | $6K | — |
Investments
2 direct securities· $8.9M(91% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Goldman, Sachs & Co. Financial Square Government Fund; 5,969,245 units | — | — | $6.0M | $6.0M | 61.2% | |
| Goldman, Sachs & Co. Financial Square Government Fund; 2,900,554 units | — | — | $2.9M | $2.9M | 29.7% |