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Original filing (PDF)20251216125206NAL0002587089005
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
146
Accounts w/ balance
—
Plan assets (EOY)
$29K
Net assets (EOY)
$0
Plan health score (directional)
87
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 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
508
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
4Q · Other
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
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.
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