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Original filing (PDF)20251112131005NAL0000109233001
NORTH BAY BUILDERS EXCHANGES, INC.
Form 5500
FILING_RECEIVED
NORTH BAY BUILDERS EXCHANGES, INC. HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 2
~131 bps in Sched C feesNo recordkeeper disclosed
Active participants
674
Accounts w/ balance
—
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
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
- 131 bps in Schedule C fees — 151% above peer band of 52 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 NORTH BAY BUILDERS EXCHANGES, INC..
Plan sponsor
Name
NORTH BAY BUILDERS EXCHANGES, INC.
EIN
45-4745482
Address
660 LAS GALLINAS AVE · SAN RAFAEL, CA · 94903
Phone
(707) 542-9502
Industry
Finance & Insurancesee 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
2025-11-12
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | 95-3760980 | — | NONE | $38K | — |
| VENBROOK INSURANCE SERVICES | — | WOODLAND HILLS, CA | NONE | $0 | — |
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.