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Original filing (PDF)20260323125527NAL0001584240001
CTI V.E.B.A. PLAN TRUST
Form 5500
FILING_RECEIVED
CTI V.E.B.A. PLAN TRUST
Health & welfare plan
Signals · 3
Late filing · 4.2 mo~5313 bps in Sched C feesNo recordkeeper disclosed
Active participants
479
Accounts w/ balance
—
Plan assets (EOY)
$276K
Net assets (EOY)
$0
Plan health score (directional)
79
/ 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
83
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 4.2 months past the 10.5-month grace window.
- 5313 bps in Schedule C fees — 3263% 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 CTI V.E.B.A. PLAN TRUST.
Plan sponsor
Name
CTI V.E.B.A. PLAN TRUST
EIN
74-2403237
Address
11810 N TANGELO PARK PL · MARANA, AZ · 856531473
Phone
(520) 624-2348
Industry
Transportation & Warehousingsee all
Plan administrator
Name
CIGNA HEALTH & LIFE INSURANCE CO
EIN
59-1031071
City
HARTFORD, CT
Phone
(860) 226-4422
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-03-23
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
ROBERTS GROUP CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE CO | 59-1031071 | — | CLAIM ADMIN ETC VIA ASA | $147K | — |
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.