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Original filing (PDF)20250415175503NAL0001622659001
BOARD OF TRUSTEES, OAKLAND FIREFIGHTERS RETIREE
Form 5500
FILING_RECEIVED
OAKLAND FIREFIGHTERS RETIREE SUBSIDY PLAN
Health & welfare plan
Signals · 2
1 failed disclosure~520 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.2M
Plan health score (directional)
80
/ 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
85
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 520 bps in Schedule C fees — 901% above peer band of 52 bps.
- No active participants reported but plan still holds assets.
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, OAKLAND FIREFIGHTERS RETIREE.
Plan sponsor
Name
BOARD OF TRUSTEES, OAKLAND FIREFIGHTERS RETIREE
DBA
SUBSIDY PLAN
EIN
86-3179959
Address
PO BOX 24263 · OAKLAND, CA · 94623
Phone
(925) 833-7300
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $64K | — |
| HEALTH SERVICES AND BENEFITS ADMINI | 94-3089465 | — | NONE | $21K | — |
| MCCULLOUGH & ASSOCIATES LLC | 61-1480623 | — | NONE | $20K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $16K | — |
| THE SEGAL COMPANY | 94-1503999 | — | NONE | $6K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| MCCULLOUGH & ASSOCIATES LLC | SERVICE PROVIDER RECEIVED DIRECT COMPENSATION BUT FAILED TO RESPOND TO INDIRECT COMPENSATION QUESTIONNAIRE. |
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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