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Original filing (PDF)20250930192658NAL0013627504001
BOARD OF TRUSTEES TEAMSTERS LOCAL 830 SC SCHOLARSHIP FUND
Form 5500
FILING_RECEIVED
TEAMSTERS LOCAL 830 SCHOLARSHIP FUND
Health & welfare plan
Signals · 3
100% in single holding~276 bps in Sched C feesNo recordkeeper disclosed
Active participants
2,129
Accounts w/ balance
—
Plan assets (EOY)
$478K
Net assets (EOY)
$119K
How this plan invests
This plan
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 "PNC Bank, N.A." is 100% of plan.
- 276 bps in Schedule C fees — 74% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES TEAMSTERS LOCAL 830 SC SCHOLARSHIP FUND.
Plan sponsor
Name
BOARD OF TRUSTEES TEAMSTERS LOCAL 830 SC SCHOLARSHIP FUND
EIN
23-2003122
Address
12298 TOWNSEND ROAD · PHILADELPHIA, PA · 19154
Phone
(215) 969-1012
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Welfare benefit codes
4K · Scholarship (Funded)
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 |
|---|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $8K | — |
| TEAMSTER LOCAL 830 PENSION | 23-1990755 | — | NONE | $5K | — |
Investments
1 direct security· $468K(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PNC Bank, N.A. | — | — | $468K | $468K | 98.0% |