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Original filing (PDF)20250701113003NAL0030489618001
PRIVATE EDUCATION EMPLOYERS' TRUST
Form 5500
FILING_RECEIVED
PRIVATE EDUCATION EMPLOYERS' TRUST WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 3
Late filing · 1.5 mo~528 bps in Sched C feesNo recordkeeper disclosed
Active participants
987
Accounts w/ balance
—
Plan assets (EOY)
$375K
Net assets (EOY)
$375K
Plan health score (directional)
82
/ 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
94
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.5 months past the 10.5-month grace window.
- 528 bps in Schedule C fees — 234% 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 PRIVATE EDUCATION EMPLOYERS' TRUST.
Plan sponsor
Name
PRIVATE EDUCATION EMPLOYERS' TRUST
EIN
43-6422525
Address
701 MARKET STREET STE 300 · SAINT LOUIS, MO · 63101
Phone
(314) 231-8066
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-07-01
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
ARMANINO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO, LLP | 94-6214841 | — | N/A | $20K | — |
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.