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Original filing (PDF)20260216223113NAL0005170369001
BOARD OF TRUSTEES-TEAMSTERS LOCAL 631 CONVENTION INDUSTRY VACATION
Form 5500
FILING_RECEIVED
TEAMSTERS LOCAL 631 CONVENTION INDUSTRY VACATION SAVINGS PLAN
Health & welfare plan
Signals · 3
100% in single holding~103 bps in Sched C feesNo recordkeeper disclosed
Active participants
4,059
Accounts w/ balance
—
Plan assets (EOY)
$6.3M
Net assets (EOY)
$124K
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 "Cash Equivalents GS Financial Square Government Money Market Fund #465" is 100% of plan.
- 103 bps in Schedule C fees — 97% 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-TEAMSTERS LOCAL 631 CONVENTION INDUSTRY VACATION.
Plan sponsor
Name
BOARD OF TRUSTEES-TEAMSTERS LOCAL 631 CONVENTION INDUSTRY VACATION
DBA
SAVINGS PLAN
EIN
82-6577059
Address
8311 W SUNSET ROAD · SUITE 250 · LAS VEGAS, NV · 89113
Phone
(702) 415-2185
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
503
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-16
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
BERRY & CO., CPA'S LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS ADMINISTRATORS | 38-2383171 | — | NONE | $17K | — |
| WELLS FARGO BANK N.A. | 94-1347393 | — | NONE | $17K | — |
| BERRY AND CO., CPA'S LTD | 88-0400174 | — | NONE | $16K | — |
| BROWNSTEIN HYATT FARBER SCHRECK LLP | 26-1367865 | — | NONE | $9K | — |
| BANK OF LABOR | 48-0150325 | — | NONE | $6K | — |
Investments
1 direct security· $3.1M(50% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Cash Equivalents GS Financial Square Government Money Market Fund #465 | — | — | $3.1M | $3.1M | 49.6% |