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Original filing (PDF)20241014105029NAL0053184962001

RETIREMENT SECURITY FUND VEBA/HRA TRUST

Form 5500
FILING_RECEIVED
RETIREMENT SECURITY FUND VEBA/HRA PLAN
Health & welfare plan
Signals · 3
No auditor on file~116 bps in Sched C feesNo recordkeeper disclosed
Active participants
287
Accounts w/ balance
—
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
72
/ 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
60
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
  • No independent qualified public accountant (IQPA) named.
  • 116 bps in Schedule C fees — 123% above peer band of 52 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 RETIREMENT SECURITY FUND VEBA/HRA TRUST.
Plan sponsor
Name
RETIREMENT SECURITY FUND VEBA/HRA TRUST
EIN
83-6651440
Address
PO BOX 6 · MUKILTEO, WA · 98275
Phone
(206) 859-2608
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Trustee
1
NameEINLocationRelationDirect compIndirect comp
BPAS16-1616474HOUSTON, TXTRUSTEE$21K—

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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