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Original filing (PDF)20251015113625NAL0002228211003
BOARD OF TRUSTEES OF BAKERY DRIVERS LOCAL 802 WELFARE FUND
Form 5500
FILING_RECEIVED
BAKERY DRIVERS LOCAL 802 WELFARE FUND
Health & welfare plan
Signals · 4
100% in single holding~298 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
625
Accounts w/ balance
—
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.6M
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 "Invesco Trust Company Invesco Treasury PTF INSTL M utual Fund" is 100% of plan.
- 298 bps in Schedule C fees — 473% 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 BOARD OF TRUSTEES OF BAKERY DRIVERS LOCAL 802 WELFARE FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF BAKERY DRIVERS LOCAL 802 WELFARE FUND
EIN
51-6112573
Address
2070 DEER PARK AVE. 1ST FLOOR · DEER PARK, NY · 11729
Phone
(516) 378-2011
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
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | AUDITOR | $42K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARY KANE, PLLC | 88-1989795 | — | LEGAL COUNSEL | $27K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAMMY TAMBURELLO | 51-6112573 | — | EMPLOYEE | $44K | — |
| KELLIANNE MCINNIS | 51-6112573 | — | EMPLOYEE | $33K | — |
| TEAMSTER CENTER SERVICES | 13-1964856 | — | NONE | $15K | — |
| MORGAN STANLEY SMITH BARNEY, LLC | 20-8764829 | — | NONE | $8K | — |
| O'SULLIVAN ASSOCIATES INC. | 20-8199367 | — | NONE | $5K | — |
Investments
1 direct security· $3.1M(54% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Invesco Trust Company Invesco Treasury PTF INSTL M utual Fund | — | — | — | $3.1M | 54.2% |