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Original filing (PDF)20251003135503NAL0000843731001
BOARD OF TRUSTEES, OE3 VACATION, HOLIDAY AND SICK PAY
Form 5500
FILING_RECEIVED
OPERATING ENGINEERS LOCAL UNION NO. 3 VACATION, HOLIDAY AND SICK PAY TRUST FUND
Health & welfare plan
Signals · 2
~410 bps in Sched C feesNo recordkeeper disclosed
Active participants
18,878
Accounts w/ balance
—
Plan assets (EOY)
$31.6M
Net assets (EOY)
$3.0M
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
- 410 bps in Schedule C fees — 1314% 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 BOARD OF TRUSTEES, OE3 VACATION, HOLIDAY AND SICK PAY.
Plan sponsor
Name
BOARD OF TRUSTEES, OE3 VACATION, HOLIDAY AND SICK PAY
DBA
TRUST FUND
EIN
81-6631261
Address
1141 HARBOR BAY PKWY STE 100 · ALAMEDA, CA · 94502
Phone
(510) 671-8800
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
2025-10-03
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTI-PLAN SERVICES AGENCY INC. | 81-3751949 | — | NONE | $809K | — |
| ZENITH AMERICAN SOLUTIONS | — | ALAMEDA, CA | NONE | $428K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $43K | — |
| SALTZMAN & JOHNSON | 95-2376174 | — | NONE | $15K | — |
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.
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