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Original filing (PDF)20251014170946NAL0003472737002
AUTOMOTIVE PETROLEUM & ALLIED INDUSTRIES EMPLOYEES WELFARE FUND
Form 5500
FILING_RECEIVED
AUTOMOTIVE, PETROLEUM & ALLIED INDUSTRIES EMPLOYEE WELFARE FUND
Health & welfare plan
Signals · 4
No auditor on file~368 bps in Sched C feesNo recordkeeper disclosed11 service providers
Active participants
824
Accounts w/ balance
—
Plan assets (EOY)
$28.1M
Net assets (EOY)
$25.7M
Plan health score (directional)
72
/ 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
60
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 368 bps in Schedule C fees — 1170% 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 AUTOMOTIVE PETROLEUM & ALLIED INDUSTRIES EMPLOYEES WELFARE FUND.
Plan sponsor
Name
AUTOMOTIVE PETROLEUM & ALLIED INDUSTRIES EMPLOYEES WELFARE FUND
EIN
43-1107932
Address
502 EARTH CITY EXPRESSWAY, · SUITE 203 · EARTH CITY, MO · 63045
Phone
(314) 344-8899
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
2025-10-14
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
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsTrustee
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DANIEL HEUMANN | — | ST. LOUIS, MO | TRUSTEE | $10K | — |
| DONALD SCHAPER | — | ST. LOUIS, MO | TRUSTEE | $10K | — |
Other
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERITAIN HEALTH, INC. | 16-1264154 | — | NONE | $423K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $295K | — |
| ANDERS MINKLER HUBER HELM LLP | 43-0138507 | — | NONE | $102K | — |
| BURR OAK CONSULTING | 82-3420174 | ST. LOUIS, MO | NONE | $71K | — |
| MOSAIC FAMILY WEALTH | 47-3192561 | — | NONE | $48K | — |
| SPECTOR WOLFE & MCLAUGHLIN LLC | 43-1718339 | — | NONE | $24K | — |
| CHUBB LIMITED | 98-0091805 | — | NONE | $24K | — |
| US BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $20K | — |
| MILLIMAN USA | 91-0675641 | — | NONE | $10K | — |
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.