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Original filing (PDF)20251216130712NAL0006266754001
BENEFITS PLUS TRUST FUND WELFARE BENEFIT PLAN
Form 5500
FILING_RECEIVED
BENEFITS PLUS TRUST FUND WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
589
Accounts w/ balance
—
Plan assets (EOY)
$5.1M
Net assets (EOY)
$412K
How this plan invests
This plan
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (36 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENEFITS PLUS TRUST FUND WELFARE BENEFIT PLAN.
Plan sponsor
Name
BENEFITS PLUS TRUST FUND WELFARE BENEFIT PLAN
EIN
33-6162794
Address
P.O. BOX 12630 · SAN DIEGO, CA · 92112
Phone
(619) 683-2030
Industry
Finance & Insurancesee all
Plan administrator
Name
FUTURE PLAN OF ASCENSUS
EIN
95-2889854
City
SAN DIEGO, CA
Phone
(800) 572-4122
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-12-16
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
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | — | SAN DIEGO, CA | N/A | $19K | — |
Investments
11 direct securities· $1.2M(24% of reported assets)
Uncategorized
$1.0M
10 holdings
Mutual Funds
$219K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Pimco Short-Term Instl | — | — | $296K | $300K | 5.8% | |
| JP Morgan JP Morgan Strategic Income Opports I | — | — | $226K | $227K | 4.4% | |
| Allspring Core Plus Bond Instl | Mutual Funds | — | $220K | $219K | 4.3% | |
| Schwab S&P 500 Index | — | — | $116K | $162K | 3.2% | |
| Federated Hermes Federated Hermes International Equity IS | — | — | $92K | $92K | 1.8% | |
| Fuller Thaler FullerThaller Behavioral SM-CP EQ Inst | — | — | $52K | $63K | 1.2% | |
| Harbor Capital Harbor Capital Appreciation Instl | — | — | $34K | $48K | 0.9% | |
| JP Morgan JPMorgan US Value I | — | — | $40K | $47K | 0.9% | |
| Schwab Fundamental Emerging Mkts EQ Idx | — | — | $27K | $34K | 0.7% | |
| American Century American Century Mid Cap Value Inv | — | — | $17K | $17K | 0.3% | |
| Federated Hermes Federated Hermes MDT Mid Cap Growth IS | — | — | $18K | $16K | 0.3% |
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