Back to filter
Original filing (PDF)20251015202009NAL0005556673004
TEAMSTERS LOCAL UNION #600 TRANSPORTATIO
Form 5500
FILING_RECEIVED
TEAMSTERS LOCAL UNION #600 TRANSPORTATION, WAREHOUSING AND DAIRY INDUSTRY UNION WELFARE TRUST FUND
Health & welfare plan
Signals · 2
~307 bps in Sched C feesNo recordkeeper disclosed
Active participants
213
Accounts w/ balance
—
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 307 bps in Schedule C fees — 490% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEAMSTERS LOCAL UNION #600 TRANSPORTATIO.
Plan sponsor
Name
TEAMSTERS LOCAL UNION #600 TRANSPORTATIO
DBA
INDUSTRY UNION WELFARE TRUST FUND
EIN
43-0656495
Address
161 WELDON PARKWAY · MARYLAND HEIGHTS, MO · 63043
Phone
(314) 388-4400
Industry
Finance & Insurancesee all
Plan administrator
Name
JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 600 UNION WELFARE TRUST FUND
EIN
43-0656495
City
MARYLAND HEIGHTS, MO
Phone
(314) 388-4400
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
ANDERS MINKLER HUBER & HELM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDERS, MINKLER, HUBER & HELM LLP | 43-0831507 | ST. LOUIS, MO | NONE | $40K | — |
| DAIRY EMPLOYEES LOCAL 600 | 43-0684479 | MARYLAND HEIGHTS, MO | LOCAL UNION | $11K | — |
| RAYMOND JAMES | 59-1237041 | ST. LOUIS, MO | NONE | $9K | — |
| MILLIMAN | — | ST. LOUIS, MO | NONE | $5K | — |
| HAMMOND AND SHINNERS, P.C | 43-1429257 | ST. LOUIS, MO | NONE | $5K | — |
Investments
17 direct securities· $2.3M(98% of reported assets)
Uncategorized
$2.1M
16 holdings
Mutual Funds
$204K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth ETF 720.000 Shares | — | — | $93K | $296K | 12.9% | |
| Vanguard Value ETF 1,343.000 Shares | — | — | $199K | $227K | 9.9% | |
| Allspring Core Plus Bond Fund Class I 18,391.794 Shares | Mutual Funds | — | $206K | $204K | 8.9% | |
| FPA New Income Inst'l Class 20,529.634 Shares | — | — | $215K | $201K | 8.7% | |
| Fidelity Advisor Strategic Income Fd Class I 16,181.525 Shares | — | — | $199K | $188K | 8.2% | |
| Federated Hermes Total Return Bond Fd Inst'l 19,974.335 Shares | — | — | $223K | $187K | 8.1% | |
| Blackrock Systematic Multi-Strategy Fd Instl 17,067.235 Shares | — | — | $179K | $172K | 7.5% | |
| Dodge & Cox Income Fund 13,325.704 Shares | — | — | $180K | $165K | 7.2% | |
| Eaton Vance Emerging Markets Debt Oppors Fd Class I 16,048.543 Shares | — | — | $127K | $127K | 5.5% | |
| Principal Midcap Fund Inst'l 2,410.377 Shares | — | — | $52K | $107K | 4.7% | |
| Exchange Traded Funds Vanguard S&P Small Cap 600 ETF 832.000 Shares | — | — | $81K | $88K | 3.8% | |
| Vanguard Total Bond Market ETF 1,070.000 Shares | — | — | $95K | $77K | 3.3% | |
| Certificate of Deposit Broadway National Bank $60,000 par value | — | — | $60K | $60K | 2.6% | |
| Fidelity Advisor Int'l Capital Appreciation Class I 1,751.121 Shares | — | — | $31K | $56K | 2.4% | |
| Money Market Fund Fidelity Colchester Street Trust 52,206.470 shares | — | — | $52K | $52K | 2.3% | |
| Interest Bearing Cash * Raymond James Bank Deposit | — | — | $31K | $31K | 1.4% | |
| Columbia Overseas Value Fund Inst Cl 2,488.930 Shares | — | — | $26K | $26K | 1.1% |