Back to filter
Original filing (PDF)20231012212941NAL0022128899001
SAN DIEGO TRANSIT WORKERS LOCAL 1309 SECURITY FUND
Form 5500
FILING_RECEIVED
SAN DIEGO TRANSIT LOCAL 1309 SECURITY FUND HEALTH AND WELFARE PLAN
Health & welfare plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAN DIEGO TRANSIT WORKERS LOCAL 1309 SECURITY FUND.
Plan sponsor
Name
SAN DIEGO TRANSIT WORKERS LOCAL 1309 SECURITY FUND
EIN
23-7029952
Address
1255 IMPERIAL AVENUE, SUITE 1000 · SAN DIEGO, CA · 92101
Phone
(619) 557-4517
Industry
Finance & Insurancesee all
Plan administrator
Name
SAN DIEGO METROPOLITAN TRANSIT SYSTEM
EIN
95-3041463
City
SAN DIEGO, CA
Phone
(619) 557-4517
Plan characteristics
Plan number
501
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-12
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAN DIEGO METROPOLITAN TRANSIT SYST | 95-3041463 | SAN DIEGO, CA | NONE | $86K | — |
| RAEL & LETSON | 94-1701048 | PASADENA, CA | NONE | $15K | — |
| WOHLNER KAPLON CUTLER HALFORD ROSEN | 83-2856417 | — | NONE | $5K | — |
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.
Related plans
Other plans using SAN DIEGO METROPOLITAN TRANSIT SYST
Similar-size Finance & Insurance plans
TRUSTEES OF THE FLORIDA UBC SUPPLEMENTAL PENSION PLAN
FLORIDA UBC SUPPLEMENTAL PENSION PLAN
$0
BROOK TEXTILES INC
BROOK TEXTILES INC PROFIT SHARING PLAN
$0
SOUTH PLAINS FINANCIAL, INC.
SOUTH PLAINS FINANCIAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$0
STEEL MATERIALS, INC
STEEL MATERIALS, INC GCF BENEFIT PLAN
$0
C & C INSURANCE, INC
C & C INSURANCE 401(K) PLAN
$0
JASON C. OLENSKI & ASSOCIATES
JASON C. OLENSKI 401(K) PLAN
$0
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B