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Original filing (PDF)20251014170946NAL0003472737004
MO-KAN TEAMSTERS HEALTH AND WELFARE FUND
Form 5500
FILING_RECEIVED
MO-KAN TEAMSTERS HEALTH & WELFARE FUND
Health & welfare plan
Signals · 3
~656 bps in Sched C feesNo recordkeeper disclosed11 service providers
Active participants
501
Accounts w/ balance
—
Plan assets (EOY)
$15.4M
Net assets (EOY)
$14.5M
How this plan invests
This plan
104 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
68
Participation health
100
Knocking points off
- 656 bps in Schedule C fees — 2161% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (11 disclosed providers, 5 categories).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MO-KAN TEAMSTERS HEALTH AND WELFARE FUND.
Plan sponsor
Name
MO-KAN TEAMSTERS HEALTH AND WELFARE FUND
EIN
43-6124888
Address
PO BOX 909500 · KANSAS CITY, MO · 641909500
Phone
(816) 595-3357
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)
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
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)
11 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL CONSULTING | 13-1975125 | — | PLAN CONSULTANT | $135K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | INVESTMENT CONSULTANT | $10K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSON-MCSHANE CORP | 41-0956552 | — | THIRD PARTY ADMINISTRATOR | $373K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDERS CPAS + ADVISORS | 43-0831507 | — | FUND AUDITOR | $43K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARNOLD, NEWBOLD, SOLLARS & HOLLINS | 43-1174269 | — | FUND LEGAL COUNSEL | $118K | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | 43-1257251 | — | PPO | $180K | — |
| CONSTRUCTION BENEFIT AUDIT CORP | 43-1244218 | — | NONE | $80K | — |
| CVS CAREMARK | — | IRVING, TX | NONE | $37K | — |
| COMMERCE TRUST CO | 44-0206815 | — | NONE | $23K | — |
| BURR OAK CONSULTING LLC | — | BALLWIN, MO | NONE | $7K | — |
| BUSINESS HEALTH COALITION | — | OVERLAND PARK, KS | NONE | $6K | — |
Investments
104 direct securities· $13.9M(90% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND ADM | — | — | $517K | $1.9M | 12.1% | |
| BANK OF LABOR - SWEEP ACCOUNT | — | — | $1.4M | $1.4M | 8.9% | |
| GS FINANCIAL SQUARE GOVERNMENT #465 | — | — | $734K | $734K | 4.8% | |
| U S TREASURY NOTE 4.125% 10/31/27 | — | — | $407K | $398K | 2.6% | |
| U S TREASURY NOTE 3.875% 12/31/29 | — | — | $344K | $342K | 2.2% | |
| U S TREASURY NOTE 0.75% 5/31/26 | — | — | $315K | $300K | 1.9% | |
| U S TREASURY NOTE 2.25% 11/15/27 | — | — | $259K | $265K | 1.7% | |
| U S TREASURY NOTE 2.25% 8/15/27 | — | — | $228K | $238K | 1.5% | |
| U S TREASURY NOTE 1.5% 11/30/28 | — | — | $201K | $202K | 1.3% | |
| U S TREASURY NOTE 0.375% 11/30/25 | — | — | $194K | $193K | 1.3% | |
| U S TREASURY NOTE 3.25% 6/30/29 | — | — | $191K | $191K | 1.2% | |
| FNMA REMIC 3% 1/25/45 | — | — | $171K | $172K | 1.1% | |
| U S TREASURY NOTE 0.625% 7/31/26 | — | — | $179K | $170K | 1.1% | |
| BMO HARRIS BK 4.5% 5/16/28 | — | — | $150K | $150K | 1.0% | |
| MORGAN STANLEY BK CD 4.4% 4/13/28 | — | — | $150K | $150K | 1.0% | |
| CAPITAL ONE CD 3.55% 8/03/27 | — | — | $150K | $148K | 1.0% | |
| SOUTH BEND IND REV 4.98% 2/01/29 | — | — | $135K | $136K | 0.9% | |
| U S TREASURY TIPS 0.125% 4/15/25 | — | — | $103K | $121K | 0.8% | |
| PROCTER & GAMBLE CO 1.9% 2/01/27 | — | — | $125K | $119K | 0.8% | |
| PHILADELPHIA REV 4.602% 9/01/29 | — | — | $110K | $109K | 0.7% | |
| PHARMACIA LLC 6.6% 12/01/28 | — | — | $107K | $106K | 0.7% | |
| BANK MONTREAL 5.717% 9/25/28 | — | — | $100K | $103K | 0.7% | |
| TOYOTA MTR CORP 5.45% 11/10/27 | — | — | $100K | $102K | 0.7% | |
| BK NEW YORK MELLON 3.3% 8/23/29 | — | — | $104K | $102K | 0.7% | |
| CAMDEN PPTY TR 3.15% 7/01/29 | — | — | $100K | $102K | 0.7% | |
| FNMA REMIC 2022-38 4.5% 4/25/47 | — | — | $108K | $102K | 0.7% | |
| PNC FINANCIAL SERV 5.582% 6/12/29 | — | — | $101K | $102K | 0.7% | |
| MASTERCARD INC 4.875% 3/09/28 | — | — | $100K | $101K | 0.7% | |
| JOHN DEERE CAP CORP 4.95% 7/14/28 | — | — | $100K | $101K | 0.7% | |
| US BANCORP 3% 7/30/29 | — | — | $100K | $101K | 0.7% | |
| GOLDMAN SACHS BK 5.414% 5/21/27 | — | — | $101K | $101K | 0.7% | |
| CATERPILLAR FINL SVCS 4.85% 2/27/29 | — | — | $100K | $101K | 0.7% | |
| HONEYWELL INTL INC 4.65% 7/30/27 | — | — | $100K | $100K | 0.7% | |
| TEXAS INSTRS INC 4.6% 2/08/29 | — | — | $100K | $100K | 0.6% | |
| FED FARM CR BK 4% 1/06/28 | — | — | $101K | $99K | 0.6% | |
| PECO ENERGY CO 3.15% 10/15/25 | — | — | $108K | $99K | 0.6% | |
| ACE INA HLDG INC 3.35% 5/03/26 | — | — | $110K | $98K | 0.6% | |
| DENVER CO PUB SCH 3.448% 12/15/26 | — | — | $96K | $98K | 0.6% | |
| ELI LILLY 4.2% 8/14/29 | — | — | $100K | $98K | 0.6% | |
| JOHNSON & JOHNSON 0.55% 9/01/25 | — | — | $100K | $98K | 0.6% | |
| JP MORGAN CHASE BK 4.203% 7/23/29 | — | — | $96K | $97K | 0.6% | |
| COLGATE PALMOLIVE 3.1% 8/15/27 | — | — | $100K | $97K | 0.6% | |
| PACCAR FINANCIAL 4% 9/26/29 | — | — | $100K | $97K | 0.6% | |
| U S TREASURY NOTE 1.625% 5/15/26 | — | — | $104K | $97K | 0.6% | |
| NATIONAL RURAL 3.4% 2/07/28 | — | — | $94K | $96K | 0.6% | |
| BHP BILLITON FIN 5.1% 9/08/28 | — | — | $96K | $96K | 0.6% | |
| SCHWAB CHARLES CORP NE 3.2% 1/25/28 | — | — | $93K | $96K | 0.6% | |
| WORLD FIN NTWRK CR 5.02% 3/15/30 | — | — | $95K | $96K | 0.6% | |
| ASTRAZENECA FINANCE 1.75% 5/28/28 | — | — | $91K | $95K | 0.6% | |
| EXXON MOBIL 2.992% 3/19/25 | — | — | $105K | $95K | 0.6% | |
| U S TREASURY NOTE 2.625% 2/15/29 | — | — | $92K | $93K | 0.6% | |
| MID-AMERICA APTS 4.2% 6/15/28 | — | — | $91K | $93K | 0.6% | |
| CUMMINS INC 0.75% 9/01/25 | — | — | $95K | $93K | 0.6% | |
| DUKE ENERGY CAROLINAS 3.95% 11/15/28 | — | — | $90K | $92K | 0.6% | |
| REALTY INCOME CORP 3.65% 1/15/28 | — | — | $88K | $92K | 0.6% | |
| GENERAL DYNAMICS CORP 1.15% 6/01/26 | — | — | $93K | $91K | 0.6% | |
| ROYAL BK CDA 5.2% 8/01/28 | — | — | $89K | $91K | 0.6% | |
| SPRINGDALE ARK TAX 4.975% 8/01/27 | — | — | $90K | $91K | 0.6% | |
| AMAZON.COM INC 4.55% 12/01/27 | — | — | $90K | $91K | 0.6% | |
| WISCONSIN PUB CORP 5.35% 11/10/25 | — | — | $90K | $91K | 0.6% | |
| U S TREASURY NOTE 1.75% 1/31/29 | — | — | $89K | $90K | 0.6% | |
| NORTHERN TR CORP 3.95% 10/30/25 | — | — | $93K | $89K | 0.6% | |
| MORGAN STANLEY 3.875% 1/27/26 | — | — | $89K | $89K | 0.6% | |
| PUBLIC STORAGE 0.875% 2/15/26 | — | — | $89K | $86K | 0.6% | |
| PROGRESSIVE CORP 2.5% 3/15/27 | — | — | $90K | $86K | 0.6% | |
| BERKSHIRE HATHAWAY 3.5% 2/01/25 | — | — | $92K | $85K | 0.5% | |
| LOCKHEED MARTIN 4.45% 5/15/28 | — | — | $85K | $84K | 0.5% | |
| FHML REMIC 3% 9/25/49 | — | — | $84K | $84K | 0.5% | |
| FLORIDA PWR & LT CO 4.4% 5/15/28 | — | — | $85K | $84K | 0.5% | |
| TCI COMMUNICATIONS 7.875% 2/15/26 | — | — | $104K | $83K | 0.5% | |
| TORONTO-DOMINION BK 1.2% 6/03/26 | — | — | $85K | $81K | 0.5% | |
| MITSUBISHI FINL 3.837% 4/17/26 | — | — | $80K | $80K | 0.5% | |
| KENTUCKY UTILS CO 3.3% 10/01/25 | — | — | $87K | $79K | 0.5% | |
| INTUIT INC 0.95% 7/15/25 | — | — | $80K | $78K | 0.5% | |
| GNMA REMIC TRUST 4.5% 6/20/52 | — | — | $75K | $77K | 0.5% | |
| PROLOGIS LP 4.875% 6/15/28 | — | — | $75K | $75K | 0.5% | |
| EMORY UNIVERSITY 1.566% 9/01/25 | — | — | $75K | $73K | 0.5% | |
| FHLM POOL #QN4156 1.5% 11/01/35 | — | — | $72K | $72K | 0.5% | |
| U S TREASURY NOTE 2.375% 5/15/27 | — | — | $73K | $72K | 0.5% | |
| ALPHABET INC 0.45% 8/15/25 | — | — | $70K | $68K | 0.4% | |
| NATL FUEL GAS CO 5.5% 1/15/26 | — | — | $67K | $60K | 0.4% | |
| ROPER TECHNOLOGIES 4.5% 10/15/29 | — | — | $60K | $59K | 0.4% | |
| CAPITAL ONE FINL CORP 3.75% 7/28/26 | — | — | $64K | $59K | 0.4% | |
| FHLM POOL #SB1175 5% 5/01/39 | — | — | $58K | $58K | 0.4% | |
| PHILLIPS 66 PARTNER 3.55% 10/01/26 | — | — | $64K | $57K | 0.4% | |
| FHLM REMIC 1.5% 3/25/51 | — | — | $66K | $54K | 0.4% | |
| HORACE MANN EDUCATORS 7.25% 9/15/28 | — | — | $51K | $53K | 0.3% | |
| AIR LEASE CORP 5.85% 12/15/27 | — | — | $49K | $51K | 0.3% | |
| OGE ENERGY CORP 5.45% 5/15/29 | — | — | $50K | $51K | 0.3% | |
| GATX CORP 5.4% 3/15/27 | — | — | $50K | $51K | 0.3% | |
| EQUIFAX INC 5.1% 6/01/28 | — | — | $50K | $50K | 0.3% | |
| AMGEN INC 1.9% 2/21/25 | — | — | $50K | $50K | 0.3% | |
| FACTSET RESEARCH SYS 2.9% 3/01/27 | — | — | $50K | $48K | 0.3% | |
| GENERAL MTRS CO INC 2.35% 2/26/27 | — | — | $50K | $47K | 0.3% | |
| ENTERGY TEXAS INC 1.5% 9/01/26 | — | — | $50K | $47K | 0.3% | |
| ENERGY TRANSFER L P 5.25% 7/01/29 | — | — | $45K | $45K | 0.3% | |
| NUCOR CORP 3.95% 5/23/25 | — | — | $45K | $45K | 0.3% | |
| FNMA REMIC TRUST 2% 5/25/41 | — | — | $46K | $43K | 0.3% | |
| HOLLYFRONTIER CORP 5.875% 4/01/26 | — | — | $46K | $40K | 0.3% | |
| DAIMLER TRUCKS TR 5.23% 2/17/26 | — | — | $31K | $31K | 0.2% | |
| FHLM POOL #ZS8584 2.5% 10/01/30 | — | — | $31K | $28K | 0.2% | |
| FNMA REMIC 1.5% 11/25/27 | — | — | $11K | $11K | <0.1% | |
| FNMA POOL #MA1297 3.5% 12/01/27 | — | — | $8K | $8K | <0.1% | |
| MASTER ADJ MTG 2A1 V/R 4/21/34 | — | — | $1K | $1K | <0.1% |