Back to filter
Original filing (PDF)20251015061647NAL0005497360005
TRUSTEES OF MOBILIZATION OPTIMIZATION STABILIZATION TRAINING TRUST
Form 5500
FILING_RECEIVED
MOBILIZATION OPTIMIZATION STABILIZATION TRAINING TRUST
Health & welfare plan
Signals · 4
2 failed disclosures~2332 bps in Sched C feesNo recordkeeper disclosed35 service providers
Active participants
64,653
Accounts w/ balance
—
Plan assets (EOY)
$17.4M
Net assets (EOY)
$17.3M
Plan health score (directional)
78
/ 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
80
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 2 Schedule C providers failed to disclose compensation.
- 2332 bps in Schedule C fees — 7942% above peer band of 29 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 TRUSTEES OF MOBILIZATION OPTIMIZATION STABILIZATION TRAINING TRUST.
Plan sponsor
Name
TRUSTEES OF MOBILIZATION OPTIMIZATION STABILIZATION TRAINING TRUST
EIN
48-1069941
Address
12200 NW AMBASSADOR DRIVE · SUITE 312 · KANSAS CITY, MO · 64163
Phone
(913) 281-5036
Industry
Constructionsee 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
2025-10-15
Welfare benefit codes
4J · Apprenticeship and Training
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
35 rowsOther
35| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMON ARC | 36-3595141 | — | NONE | $677K | — |
| MARK GARRETT | 48-1069941 | — | EMPLOYEE / ADMINISTRATOR | $382K | — |
| ALERE TOXICOLOGY SERVICES, INC | 72-0846066 | — | NONE | $325K | — |
| LOEWS CORONADO BAY RESORT | 13-1963402 | — | NONE | $307K | — |
| JAY BROPHY | 48-1069941 | — | EMPLOYEE | $275K | — |
| CONVENTION SERVICES UNLIMITED | 52-2009500 | — | NONE | $266K | — |
| REBECCA BURCH | 48-1069941 | — | EMPLOYEE | $255K | — |
| CASEY TIBBS | 48-1069941 | — | EMPLOYEE | $238K | — |
| THE K LEARNING GROUP | 27-4428760 | — | NONE | $181K | — |
| REBECCA PIETZ | 48-1069941 | — | EMPLOYEE | $133K | — |
| ELLEN MINTON | 48-1069941 | — | EMPLOYEE | $123K | — |
| NICOLE BENSON | 48-1069941 | — | EMPLOYEE | $109K | — |
| BRIDGET CONNORS | 48-1069941 | — | EMPLOYEE | $99K | — |
| ALLISON PAUL | 48-1069941 | — | EMPLOYEE | $96K | — |
| MARRINA CONWAY | 48-1069941 | — | EMPLOYEE | $81K | — |
| INDUSTRIAL INFO RESOURCES LLC | 76-0093411 | — | NONE | $62K | — |
| BANK OF LABOR | 48-0150325 | — | NONE | $50K | — |
| HILTON KANSAS CITY AIRPORT | 33-2146144 | — | NONE | $49K | — |
| INTERNATIONAL BROTHERHOOD OF BOILER | 48-6031851 | — | NONE | $45K | — |
| TEKSOLV, INC. | 52-2040486 | — | NONE | $43K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $43K | — |
| MICROSOFT AZURE | — | REDMOND, WA | NONE | $38K | — |
| BOILERMAKER NATIONAL PENSION TRUST | 48-6168020 | — | NONE | $37K | — |
| TECHNOLOGY SOLUTIONS GROUP, INC. | 48-1203842 | — | NONE | $37K | — |
| ADVANCED INDUSTRIAL CARE | 94-2689195 | — | NONE | $20K | — |
| COLSTRIP MEDICAL CENTER | 81-0484738 | — | NONE | $13K | — |
| KELLY PRESS INC. | 52-0975591 | — | NONE | $11K | — |
| WEINBERG, ROGER & ROSENFELD | 94-2458080 | — | NONE | $10K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $10K | — |
| ON-THE-GO MOBILE ALCOHOL AND DRUG T | 84-4148789 | — | NONE | $9K | — |
| DRUGTEK | 46-0469823 | — | NONE | $7K | — |
| PAYCHEX | 16-1470238 | — | NONE | $7K | — |
| GERALD KLIMO | 48-1069941 | — | TRAINER | $6K | — |
| MICHAEL SUPLIZIO | 48-1069941 | — | TRAINER | $5K | — |
| UNION INSURANCE GROUP | 36-4226088 | — | NONE | $0 | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| MICROSOFT AZURE | SERVICE PROVIDER DID NOT RESPOND TO MULTIPLE REQUESTS REGARDING INDIRECT COMPENSATION. |
| PAYCHEX | SERVICE PROVIDER DID NOT RESPOND TO MULTIPLE REQUESTS REGARDING INDIRECT COMPENSATION. |
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.