Back to filter
Original filing (PDF)20251014110812NAL0001282515001
REH SERVICES, LLC
Form 5500
FILING_RECEIVED
REH SERVICES COMPANY EMPLOYEE BENEFIT PLAN TRUST
Health & welfare plan
Signals · 3
~455 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
2,612
Accounts w/ balance
—
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 455 bps in Schedule C fees — 775% 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 REH SERVICES, LLC.
Plan sponsor
Name
REH SERVICES, LLC
EIN
20-3967749
Address
P O BOX 30825 · SALT LAKE CITY, UT · 841300825
Phone
(801) 524-2977
Industry
Manufacturingsee 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
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4H · Long-Term Disability
4E · Vision
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S&S HEALTHCARE STRATEGIES LTD | 31-1418743 | MIAMI, FL | NONE | $327K | — |
| DELTA DENTAL INSURANCE COMPANY | 94-2767537 | LOS ANGELES, CA | NONE | $49K | — |
| OPTUM BANK | 47-0858530 | CHICAGO, IL | NONE | $16K | — |
| CIGNA HEALTH AND LIFE INSURANCE COM | 59-1031071 | CINCINNATI, OH | NONE | $14K | — |
| ROY AND ASSOCIATES | 87-0429084 | SALT LAKE CITY, UT | NONE | $12K | — |
| XEOS | 20-0632721 | SPRINGVILLE, UT | NONE | $10K | — |
| I C SECURITY PRINTERS | 87-0396638 | SALT LAKE CITY, UT | NONE | $8K | — |
| MARSH & MCLENNAN COMPANIES | 36-2668272 | DALLAS, TX | NONE | $6K | — |
Investments
15 direct securities· $9.2M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| US Treasury Bills | — | — | $1.4M | $1.5M | 15.0% | |
| US Treasury Bills | — | — | $966K | $994K | 10.2% | |
| US Treasury Bills | — | — | $962K | $991K | 10.2% | |
| US Treasury Bills | — | — | $959K | $988K | 10.2% | |
| US Treasury Bills | — | — | $780K | $800K | 8.2% | |
| US Treasury Notes | — | — | $743K | $753K | 7.8% | |
| US Treasury Bills | — | — | $477K | $499K | 5.1% | |
| US Treasury Notes | — | — | $490K | $497K | 5.1% | |
| US Treasury Bills | — | — | $478K | $491K | 5.1% | |
| US Treasury Bills | — | — | $490K | $490K | 5.0% | |
| US Treasury Bills | — | — | $479K | $488K | 5.0% | |
| US Treasury Bills | — | — | $480K | $480K | 4.9% | |
| Zions Bancorp | — | — | $283K | $283K | 2.9% | |
| Lehman Bros HLDG | — | — | $271K | $350 | <0.1% | |
| Lehman Bros HLDG | — | — | $129K | $175 | <0.1% |