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Original filing (PDF)20251015184914NAL0007200912003
PEG LION, LLC
Form 5500
FILING_RECEIVED
RESTAURANT INDUSTRY HEALTH & WELFARE TRUST FUND
Health & welfare plan
Signals · 4
3 failed disclosures~4882 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
1,498
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$731K
Plan health score (directional)
77
/ 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
75
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 3 Schedule C providers failed to disclose compensation.
- 4882 bps in Schedule C fees — 9289% 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 PEG LION, LLC.
Plan sponsor
Name
PEG LION, LLC
EIN
33-0826840
Address
3700 OCEANIC WAY STE 101 · OCEANSIDE, CA · 92056
Phone
—
Industry
Finance & Insurancesee all
Plan administrator
Name
MVI ADMINISTRATORS INSURANCE SOLUTIONS, INC.
EIN
33-0393692
City
SAN DIEGO, CA
Phone
(619) 260-2660
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MVI ADMINISTRATORS INSURANCE INC. | 33-0393692 | — | NONE | $307K | — |
| VENBROOK INSURANCE SERVICES | 20-5817561 | — | NONE | $127K | — |
| INSURANCE OFFICE OF AMERICA, INC. | 59-2472656 | — | NONE | $61K | — |
| NEWFRONT INSURANCE SERVICES, LLC | 83-1773439 | SAN MATEO, CA | NONE | $49K | — |
| EIDE BAILLY, LLP | 45-0250958 | — | NONE | $29K | — |
| ACRISURE LLC DBA BEAL INSURANCE | 26-3554645 | — | NONE | $25K | — |
| KENNETH KYLE SHALLAHAMER | — | TUSTIN, CA | NONE | $22K | — |
| HUB INTERNATIONAL INSURANCE SERVICE | 33-0315047 | — | NONE | $18K | — |
| LAQUER, URBAN, CLIFFORD & HODGE LLP | 95-4047729 | — | NONE | $15K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| IAG | SERVICE PROVIDER RECEIVED DIRECT COMPENSTION BUT FAILED TO RESPOND TO INDIRECT COMPENSATION QUESTIONNAIRE |
| NEWFRONT INSURANCE SERVICES, LLC | SERVICE PROVIDER RECEIVED DIRECT COMPENSTION BUT FAILED TO RESPOND TO INDIRECT COMPENSATION QUESTIONNAIRE |
| COVERRA | SERVICE PROVIDER RECEIVED DIRECT COMPENSTION BUT FAILED TO RESPOND TO INDIRECT COMPENSATION QUESTIONNAIRE |
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.