Original filing (PDF)20251015210931NAL0002891635001

LOCAL 400 FOOD TERMINAL EMPLOYEES WELFARE FUND

Name: LOCAL 400 FOOD TERMINAL EMPLOYEES WELFARE FUND — LOCAL 400 FOOD TERMINAL EMPLOYEE WELFARE FUND, Form 5500 (2024)
Creator: LOCAL 400 FOOD TERMINAL EMPLOYEES WELFARE FUND

Form 5500

FILING_RECEIVED

LOCAL 400 FOOD TERMINAL EMPLOYEE WELFARE FUND

Health & welfare plan

Signals · 3

96% in single holding~96 bps in Sched C feesNo recordkeeper disclosed

Active participants

158

Accounts w/ balance

—

Plan assets (EOY)

$4.9M

Net assets (EOY)

$3.8M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCAL 400 FOOD TERMINAL EMPLOYEES WELFARE FUND.

Plan sponsor

Name

LOCAL 400 FOOD TERMINAL EMPLOYEES WELFARE FUND

EIN

34-6727973

Address

707 BROOKPARK ROAD · CLEVELAND, OH · 441095817

Phone

(216) 778-6300

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

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)

4L · Death Benefits (other than life insurance)

4Q · Other

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
CIUNI & PANICHI, INC.	34-1322309	—	—	$19K	—
BONNIE MANNING	34-6727973	—	EMPLOYEE	$16K	—
DIANNA BROWN	34-6727973	—	EMPLOYEE	$12K	—

Investments

2 direct securities· $3.6M(74% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	PIMCO Enhanced Short Maturity Active ETF	—	—	$3.5M	$3.5M	71.0%
	Federated Investors Qualified Federated Government Obligations Fund	—	—	$133K	$133K	2.7%

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