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Original filing (PDF)20260113162538NAL0014559905002
BOARD OF TRUSTEES ASBESTOS WORKERS SAVINGS PLAN
Form 5500
FILING_RECEIVED
ASBESTOS WORKERS SAVINGS PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
418
Accounts w/ balance
422
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
1 pooled trust
Schedule D
1 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 "[DFE: JOHN HANCOCK STABLE VALUE FUND COLLECTIVE INVESTMENT TRUST (extraction pending)]" is 100% of plan.
- 58 bps in Schedule C fees — 100% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES ASBESTOS WORKERS SAVINGS PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES ASBESTOS WORKERS SAVINGS PLAN
EIN
86-3729421
Address
2014 HORNIG ROAD · PHILADELPHIA, PA · 19116
Phone
(215) 289-4303
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-13
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | NONE | $59K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $9K | — |
Investments
1 pooled fund· $133K(1% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JH STABLE VALUE FUND COLLECTIVE INV GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $133K | 1.1% |
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