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Original filing (PDF)20231012144605NAL0064231938001
BOARD OF TRUSTEES SAN DIEGO TRANSIT IBEW 465
Form 5500
FILING_RECEIVED
SAN DIEGO TRANSIT LOCAL 465 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 BOARD OF TRUSTEES SAN DIEGO TRANSIT IBEW 465.
Plan sponsor
Name
BOARD OF TRUSTEES SAN DIEGO TRANSIT IBEW 465
EIN
23-7444436
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 | $33K | — |
| RAEL & LETSON | 94-1701048 | PASADENA, CA | NONE | $19K | — |
| HALFORD & ROSENFELD | 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.