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Original filing (PDF)20251003143209NAL0002486736001
HAMILTON CONSTRUCTION COMPANY
Form 5500
FILING_RECEIVED
THE CONTRACTORS PLAN TRUST HEALTH REIMBURSEMENT
Health & welfare plan
Signals · 2
99% in single holding~183 bps in Sched C fees
Active participants
225
Accounts w/ balance
—
Plan assets (EOY)
$965K
Net assets (EOY)
$965K
How this plan invests
This plan
1 pooled trust
Schedule D
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Plan interest in The Contractors Plan Trust II Investment in 103-12 investment entity" is 99% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAMILTON CONSTRUCTION COMPANY.
Plan sponsor
Name
HAMILTON CONSTRUCTION COMPANY
EIN
93-0465501
Address
P.O. BOX 659 · SPRINGFIELD, OR · 97477
Phone
(541) 746-2426
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRINGE BENEFIT GROUP | 74-2124394 | — | RECORDKEEPER | $18K | — |
Investments
3 direct securities · 1 pooled fund· $973K(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
103-12 Investment Entity
$965K
1 holding
Uncategorized
$8K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| THE CONTRACTORS PLAN TRUST II FRINGE BENEFIT GROUP · EIN 45-6863541 / PN 501 | 103-12 Investment Entity | — | — | $965K | 100.0% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | 0.3% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | 0.3% | |
| Yes No Amount a | — | — | — | $3K | 0.3% |
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