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Original filing (PDF)20250415091433NAL0005536032001
TEAMSTERS JT CO NO. 53 RETIREE HEALTH & WELFARE FUND
Form 5500
FILING_RECEIVED
TEAMSTERS JOINT COUNCIL NO. 53 RETIREE HEALTH & WELFARE FUND
Health & welfare plan
Signals · 2
~238 bps in Sched C feesNo recordkeeper disclosed
Active participants
193
Accounts w/ balance
—
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.0M
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
- 238 bps in Schedule C fees — 357% above peer band of 52 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 TEAMSTERS JT CO NO. 53 RETIREE HEALTH & WELFARE FUND.
Plan sponsor
Name
TEAMSTERS JT CO NO. 53 RETIREE HEALTH & WELFARE FUND
EIN
23-2530237
Address
2500 MCCLELLAN AVE. SUITE 140 · PENNSAUKEN, NJ · 08109
Phone
(866) 614-2105
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL RX, INC. | 35-2612946 | — | NONE | $76K | — |
| ADMINISTRATIVE SERVICE PROFESSIONAL | 20-4056745 | — | NONE | $67K | — |
| THE MCKEOGH COMPANY | 23-3003375 | — | NONE | $16K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $12K | — |
| RBC WEALTH MANAGEMENT/COURTNEY INV. | 41-1416330 | — | NONE | $7K | — |
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.