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Original filing (PDF)20251114114616NAL0001482323001
TEAMSTERS LOCAL UNION NO 541 VACATION-HOLIDAY FUND
Form 5500
FILING_RECEIVED
TEAMSTERS LOCAL UNION NO 541 VACATION-HOLIDAY FUND
Health & welfare plan
Signals · 2
~2922 bps in Sched C feesNo recordkeeper disclosed
Active participants
277
Accounts w/ balance
—
Plan assets (EOY)
$107K
Net assets (EOY)
-$65K
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
- 2922 bps in Schedule C fees — 1749% above peer band of 158 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 TEAMSTERS LOCAL UNION NO 541 VACATION-HOLIDAY FUND.
Plan sponsor
Name
TEAMSTERS LOCAL UNION NO 541 VACATION-HOLIDAY FUND
EIN
43-6183681
Address
PO BOX 909500 · KANSAS CITY, MO · 641909500
Phone
(816) 756-3313
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-11-14
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
ANDERS MINKLER HUBER HELM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDERS CPAS + ADVISORS | 43-0831507 | — | NONE | $18K | — |
| WILSON-MCSHANE CORPORATION | 41-0956552 | — | NONE | $7K | — |
| ARNOLD NEWBOLD, SOLLARS & HOLLINS | 43-1174269 | — | NONE | $6K | — |
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.