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Original filing (PDF)20250729145405NAL0004952880003
TEAMSTERS MEDICARE TRUST FOR RETIRED EMPLOYEES
Form 5500
FILING_RECEIVED
TEAMSTERS MEDICARE TRUST FOR RETIRED EMPLOYEES
Health & welfare plan
Signals · 3
64% in single holdingNo recordkeeper disclosed6 service providers
Active participants
2,279
Accounts w/ balance
—
Plan assets (EOY)
$40.2M
Net assets (EOY)
$39.2M
How this plan invests
This plan
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "Registered investment companies" is 64% of plan.
- 61 bps in Schedule C fees — 112% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEAMSTERS MEDICARE TRUST FOR RETIRED EMPLOYEES.
Plan sponsor
Name
TEAMSTERS MEDICARE TRUST FOR RETIRED EMPLOYEES
EIN
43-6196082
Address
11400 CONCORD VILLAGE AVE · ST. LOUIS, MO · 631236973
Phone
(314) 377-0080
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
2025-07-29
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
KIEFER BONFANTI & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL CO. | 13-1975125 | CHICAGO, IL | NONE | $140K | — |
| COMMERCE TRUST | 48-0962626 | KANSAS CITY, MO | NONE | $31K | — |
| KIEFER BONFANTI & CO. LLP | 43-1061959 | ST. LOUIS, MO | NONE | $30K | — |
| BOSTON TRUST | 04-2273811 | BOSTON, MA | NONE | $21K | — |
| INVESTEMENT CONSULTANT SERVICES | 32-0016703 | OAK BROOK, IL | NONE | $16K | — |
| HAMMOND AND SHINNERS, P.C. | 43-1429257 | DES PERES, MO | NONE | $10K | — |
Investments
5 direct securities· $38.6M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered investment companies | — | — | $19.7M | $24.7M | 61.3% | |
| Domestic corporate bonds | — | — | $6.0M | $5.7M | 14.2% | |
| U.S. government securities | — | — | $5.3M | $5.0M | 12.4% | |
| Domestic common stock | — | — | $2.5M | $2.7M | 6.8% | |
| Municipal securities | — | — | $541K | $523K | 1.3% |