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Original filing (PDF)20260302142033NAL0001810080001
BOARD OF TRUSTEES OF THE SEIU LOCAL 2015 LONG TERM CARE WORKERS HEALTH
Form 5500
FILING_RECEIVED
SEIU LOCAL 2015 LONG TERM CARE WORKERS HEALTH TRUST FUND
Health & welfare plan
Signals · 2
~136 bps in Sched C feesNo recordkeeper disclosed
Active participants
17,583
Accounts w/ balance
—
Plan assets (EOY)
$15.4M
Net assets (EOY)
$13.4M
How this plan invests
This plan
12 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
- 136 bps in Schedule C fees — 368% 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 OF THE SEIU LOCAL 2015 LONG TERM CARE WORKERS HEALTH.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE SEIU LOCAL 2015 LONG TERM CARE WORKERS HEALTH
EIN
20-4570305
Address
2910 BEVERLY BOULEVARD · LOS ANGELES, CA · 90057
Phone
(877) 698-5829
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-02
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELTA FUND ADMINISTRATORS | — | STOCKTON, CA | NONE | $73K | — |
| SELLWOOD CONSULTING, LLC | — | PORTLAND, OR | NONE | $53K | — |
| BREDHOFF & KAISER, PLLC | 52-0969534 | WASHINGTON, DC | NONE | $52K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $24K | — |
| AMALGAMATED BANK | — | NEW YORK, NY | NONE | $7K | — |
Investments
12 direct securities· $14.3M(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF Core Impact Bond Fund | — | 234,541 | $2.4M | $2.1M | 13.6% | |
| Doubleline Core Fixed Income Fund | — | 225,900 | $2.4M | $2.1M | 13.5% | |
| DFA U.S. Social Core Equity 2 Portfolio | — | 61,603 | $1.4M | $1.8M | 11.4% | |
| Blackrock Multi-Asset Income Fund | — | 143,468 | $1.5M | $1.5M | 9.6% | |
| Vanguard Total Bond Index Fund | — | 145,113 | $1.5M | $1.4M | 9.0% | |
| Vanguard Short-Term Bond Index Fund | — | 134,954 | $1.4M | $1.4M | 9.0% | |
| Vanguard Cash Reserves Federal Money Market Fund | — | 1,358,002 | $1.4M | $1.4M | 8.8% | |
| DFA International Social Core Equity Portfolio | — | 76,730 | $1.1M | $1.3M | 8.5% | |
| Vanguard Short-Term Inflation-Protected Securities | — | 27,229 | $690K | $683K | 4.4% | |
| Vanguard REIT Index Fund | — | 5,329 | $673K | $675K | 4.4% | |
| Amalgamated Bank Interest Bearing Acct | — | — | $70K | $70K | 0.5% | |
| Dreyfus Government Cash Management | — | — | $23K | $23K | 0.1% |