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Original filing (PDF)20250612130810NAL0014821187002
BOARD OF TRUSTEES OF SEIU LOCAL 1 MISSOURI BENEFIT SERVICES TRUST
Form 5500
FILING_RECEIVED
SEIU LOCAL 1-MISSOURI BENEFIT SERVICES TRUST
Health & welfare plan
Signals · 3
~3052 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
490
Accounts w/ balance
—
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.5M
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
- 3052 bps in Schedule C fees — 5770% above peer band of 52 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 BOARD OF TRUSTEES OF SEIU LOCAL 1 MISSOURI BENEFIT SERVICES TRUST.
Plan sponsor
Name
BOARD OF TRUSTEES OF SEIU LOCAL 1 MISSOURI BENEFIT SERVICES TRUST
EIN
43-0514606
Address
13801 RIVERPORT DRIVE · SUITE 501 · MARYLAND HEIGHTS, MO · 63043
Phone
(314) 361-2750
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-12
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
ANDERS MINKLER HUBER & HELM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPTUM RX INC. | 33-0441200 | — | PHARMACY BENEFIT MANAGMEN | $520K | — |
| BENESYS | — | — | NONE | $293K | — |
| UNITED HEALTHCARE SERVICES, INC. | 41-1289245 | — | NONE | $244K | — |
| ANDERS MINKLER HUBER & HELM LLP | 43-0831507 | — | NONE | $41K | — |
| SEGAL COMPANY (MIDWEST) INC | 13-1975125 | — | NONE | $33K | — |
| SCHUCHAT, COOK & WERNER | 43-0763010 | — | NONE | $26K | — |
| STIFEL, NICOLAUS & COMPANY, INC. | 43-0538770 | — | NONE | $16K | — |
| BURR OAKS CONSULTING | 82-3420174 | — | NONE | $14K | — |
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.