Back to filter
Original filing (PDF)20260225114944NAL0003200656001
HOME BUILDERS ASSOCIATION OF SOUTH CAROLINA GROUP INSURANCE TRUST
Form 5500
FILING_RECEIVED
HOME BUILDERS ASSOCIATION OF SOUTH CAROLINA GROUP INSURANCE TRUST
Health & welfare plan
Signals · 2
~10174 bps in Sched C feesNo recordkeeper disclosed
Active participants
567
Accounts w/ balance
—
Plan assets (EOY)
$133K
Net assets (EOY)
$71K
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
- 10174 bps in Schedule C fees — 6339% 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 HOME BUILDERS ASSOCIATION OF SOUTH CAROLINA GROUP INSURANCE TRUST.
Plan sponsor
Name
HOME BUILDERS ASSOCIATION OF SOUTH CAROLINA GROUP INSURANCE TRUST
EIN
84-6513736
Address
625 TAYLOR STREET · SUITE A · COLUMBIA, SC · 29201
Phone
(803) 771-7408
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-08-01
Tax period
2025-07-31
Filed
2026-02-25
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOME BUILDERS ASSOCIATION OF SC | 84-8651373 | COLUMBIA, SC | PLAN SPONSOR | $110K | — |
| CLIFTONLARSONALLEN, LLP | 41-0746749 | — | NONE | $19K | — |
| FIRST CITIZENS BANK | — | RALEIGH, NC | NONE | $6K | — |
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.