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Original filing (PDF)20250910133225NAL0035132896003
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
Form 5500
FILING_RECEIVED
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
Health & welfare plan
Signals · 1
41 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$3.3B
Net assets (EOY)
$3.3B
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
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
100
Participation health
90
Knocking points off
- 60 bps in Schedule C fees — 1095% above peer band of 5 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 TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND.
Plan sponsor
Name
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
EIN
86-6052021
Address
2550 W. UNION HILLS DRIVE, STE 290 · PHOENIX, AZ · 85027
Phone
(855) 215-2039
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-10
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
HENNINGFIELD & ASSOCIATES, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
41 rowsOther
41Investments
4 pooled funds· $582.7M(18% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NHIT CORE DISCIPLINED ALPHA TRUST NHIT CORE DISCIPLINED ALPHA TRUST · EIN 27-6564691 / PN 029 | Common Collective Trust | $318.7M | 9.7% |
| ARROWSTREET ACWI EX US FUND IV ARROWSTREET LIMITED PARTNER · EIN 98-0652482 / PN 001 | Common Collective Trust | $158.3M | 4.8% |
| WILLIAM BLAIR COLLECTIVE INVESTMENT GLOBAL TRUST COMPANY-WILLIAM BLAIR · EIN 27-6331814 / PN 002 | Common Collective Trust | $88.7M | 2.7% |
| ULLICO INFRASTRUCTURE TAX EXEMPT FD BNY MELLON · EIN 04-3472863 / PN 002 | Common Collective Trust | $16.9M | 0.5% |