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Original filing (PDF)20251015190205NAL0005433969001
WHITE MOTOR CORPORATION RETIREE BENEFIT TRUST C/O BENEFIT ADMIN. SERVI
Form 5500
FILING_RECEIVED
VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION
Health & welfare plan
Signals · 2
~355 bps in Sched C fees8 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
65
Vendor stack
100
Participation health
90
Knocking points off
- 355 bps in Schedule C fees — 582% above peer band of 52 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITE MOTOR CORPORATION RETIREE BENEFIT TRUST C/O BENEFIT ADMIN. SERVI.
Plan sponsor
Name
WHITE MOTOR CORPORATION RETIREE BENEFIT TRUST C/O BENEFIT ADMIN. SERVI
EIN
34-1388262
Address
26301 CURTISS-WRIGHT PKWY · RICHMOND HTS, OH · 44143
Phone
(216) 261-8414
Industry
Finance & Insurancesee all
Plan administrator
Name
BENEFITS COMMITTEE
EIN
20-8994792
City
RICHMOND HEIGHTS, OH
Phone
(216) 261-8414
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)
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
CIUNI & PANICHI, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFITS ADMINISTRATIVE SERVICES CO | 34-1627054 | — | — | $125K | — |
| CIUNI & PANICHI, INC. | 34-1322309 | — | — | $44K | — |
| JOHN T. GRIGSBY | 20-8994792 | — | — | $42K | — |
| MILLIMAN | 91-0675641 | — | — | $26K | — |
| RICHARD LICHTENSTEIN | 20-8994792 | — | — | $22K | — |
| DREW DAVIDOFF | 20-8994792 | — | — | $22K | — |
| CDS ADMINSTRATORS, INC. | 25-1352803 | — | — | $8K | — |
| PRINCIPAL | — | WACO, TX | — | $5K | — |
Investments
23 direct securities· $8.0M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Wisdomtree Floating Rate Treasury Registered investment companies | — | — | $1.9M | $1.9M | 23.1% | |
| Pimco Income Fund Registered investment companies | — | — | $1.5M | $1.5M | 17.9% | |
| SPDR Bloomberg Barclays Intermediate Registered investment companies | — | — | $720K | $723K | 8.7% | |
| Vanguard Total Bond Market ETF Registered investment companies | — | — | $719K | $716K | 8.6% | |
| Oakland California 7/15/2042 6.250% | — | — | $446K | $417K | 5.0% | |
| Coconino County Arizona Pledged Revenue 7/1/2040 5.494% | — | — | $303K | $298K | 3.6% | |
| American Muni PWR-Ohio Inc Ohio 2/15/2033 7.734% | — | — | $238K | $228K | 2.7% | |
| California State 10/1/2033 11.000% | — | — | $218K | $211K | 2.5% | |
| Richmond California Pensn Funding 1/15/2032 4.988% | — | — | $206K | $199K | 2.4% | |
| Chapman University 4/1/2026 1.371% | — | — | $188K | $190K | 2.3% | |
| Allspring Government Money Market Account | — | — | $189K | $189K | 2.3% | |
| Murrieta California Redev Agy Success 8/1/2032 3.625% | — | — | $192K | $183K | 2.2% | |
| Univ of California Pensn Funding 5/15/2031 1.997% | — | — | $173K | $169K | 2.0% | |
| Cumberland Vly Pennsylvania 11/15/2033 2.292% | — | — | $162K | $162K | 2.0% | |
| Coachella Vly California Unif 8/1/2037 3.240% | — | — | $172K | $162K | 1.9% | |
| Anchorage Alaska Port Revenue 12/1/2039 3.349% | — | — | $168K | $154K | 1.9% | |
| Glendora California Pensn Oblig 6/1/2039 3.001% | — | — | $118K | $118K | 1.4% | |
| Vacaville California Redev Agy 9/1/2031 3.406% | — | — | $93K | $94K | 1.1% | |
| California State Educational 4/1/2029 3.381% | — | — | $94K | $93K | 1.1% | |
| San Franciso City California 9/1/2037 3.750% | — | — | $87K | $86K | 1.0% | |
| U.S. Treasury Bills 2/6/2025 0.000% | — | — | $66K | $68K | 0.8% | |
| U.S. Treasury Note 8/15/2025 3.125% | — | — | $67K | $68K | 0.8% | |
| U.S. Treasury Note 5/15/2025 2.750% | — | — | $66K | $67K | 0.8% |