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Original filing (PDF)20250520093920NAL0001835587001
PREMIER TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
PREMIER TECHNOLOGY, INC. EMPLOYEE BENEFIT TRUST
Health & welfare plan
Signals · 3
Late filing · 6.1 mo~31144 bps in Sched C feesNo recordkeeper disclosed
Active participants
284
Accounts w/ balance
—
Plan assets (EOY)
$83K
Net assets (EOY)
-$221K
Plan health score (directional)
77
/ 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
76
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 6.1 months past the 10.5-month grace window.
- 31144 bps in Schedule C fees — 19611% 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 PREMIER TECHNOLOGY, INC..
Plan sponsor
Name
PREMIER TECHNOLOGY, INC.
EIN
13-3933805
Address
1858 WEST BRIDGE STREET · BLACKFOOT, ID · 83221
Phone
(208) 785-2274
Industry
Finance & Insurancesee all
Plan administrator
Name
JULIE WOHLSTEIN
EIN
13-3933805
City
BLACKFOOT, ID
Phone
(208) 785-2274
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-05-20
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4G · Prepaid Legal
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
LAVINE, LOFGREN, MORRIS ENGELBERG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CENTRIX BENEFIT ADMINISTRATORS, INC | 77-0823382 | CHULA VISTA, CA | THIRD PARTY | $179K | — |
| KINGHORN & COMPANY | — | CHULA VISTA, CA | NONE | $80K | — |
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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