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Original filing (PDF)20250911103239NAL0000180435001
OPEN HEALTH TRUST
Form 5500
FILING_RECEIVED
OPEN HEALTH TRUST
Health & welfare plan
Signals · 3
100% in single holding~79 bps in Sched C feesNo recordkeeper disclosed
Active participants
932
Accounts w/ balance
—
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
1 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 "Open Health Trust Bank of America Interest-bearing cash account" is 100% of plan.
- 79 bps in Schedule C fees — 52% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPEN HEALTH TRUST.
Plan sponsor
Name
OPEN HEALTH TRUST
EIN
47-6663415
Address
2300 EMPIRE AVENUE, 5TH FLOOR · BURBANK, CA · 91504
Phone
(818) 848-6022
Plan administrator
Name
CAST & CREW BENEFIT SERVICES, LLC
EIN
35-2517115
City
BURBANK, CA
Phone
(818) 848-6022
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | NONE | $48K | — |
| BANK OF AMERICA, N. A. | — | WILMINGTON, DE | NONE | $24K | — |
Investments
1 direct security· $9.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Open Health Trust Bank of America Interest-bearing cash account | — | — | $9.1M | $9.1M | 100.0% |
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