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Original filing (PDF)20251230154055NAL0010565283001
TRUSTEES OF TEAMSTERS UNION NO. 142 HEALTH AND WELFARE TRUST FUND
Form 5500
FILING_RECEIVED
TEAMSTERS UNION NO. 142 HEALTH AND WELFARE TRUST FUND
Health & welfare plan
Signals · 3
~120 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
1,008
Accounts w/ balance
—
Plan assets (EOY)
$29.2M
Net assets (EOY)
$29.1M
Plan health score (directional)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 120 bps in Schedule C fees — 314% above peer band of 29 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 TRUSTEES OF TEAMSTERS UNION NO. 142 HEALTH AND WELFARE TRUST FUND.
Plan sponsor
Name
TRUSTEES OF TEAMSTERS UNION NO. 142 HEALTH AND WELFARE TRUST FUND
EIN
35-0918199
Address
1300 CLARK ROAD · GARY, IN · 46404
Phone
(219) 949-1550
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-30
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4E · Vision
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAV-RX PRESCRIPTION SERVICES | 86-1323040 | — | NONE | $126K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $57K | — |
| JAY SMITH | 51-6051034 | — | EMPLOYEE | $36K | — |
| CHRISTINA HERNANDEZ | 51-6051034 | — | EMPLOYEE | $33K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $29K | — |
| ALLIED BENEFIT SYSTEMS | 36-3086057 | — | NONE | $28K | — |
| ASHER, GITTLER & D'ALBA, LTD. | 36-2786883 | — | NONE | $26K | — |
| INVESTMENT CONSULTING SERVICES, LLC | 32-0016703 | — | NONE | $16K | — |
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.