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Original filing (PDF)20250616172658NAL0001195297001
BOARD OF TRUSTEES - U.A. LOCAL 350 HEALTH, WELFARE, AND VACATION PLAN
Form 5500
FILING_RECEIVED
U.A. LOCAL 350 HEALTH, WELFARE, AND VACATION PLAN
Health & welfare plan
Signals · 2
~1074 bps in Sched C feesNo recordkeeper disclosed
Active participants
752
Accounts w/ balance
—
Plan assets (EOY)
$6.2M
Net assets (EOY)
$3.8M
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
- 1074 bps in Schedule C fees — 1965% 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 BOARD OF TRUSTEES - U.A. LOCAL 350 HEALTH, WELFARE, AND VACATION PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES - U.A. LOCAL 350 HEALTH, WELFARE, AND VACATION PLAN
EIN
88-6003301
Address
445 APPLE STREET · SUITE 109 · RENO, NV · 89502
Phone
(775) 826-7200
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-16
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4Q · Other
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
CASEY NEILON, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLAN ADMINISTRATORS INC | 88-0277518 | — | NONE | $578K | — |
| BERRY & CO CPAS, LTD | 88-0400174 | — | — | $39K | — |
| NEYHART, ANDERSON, FLYNN & GRISBOL | 94-2576729 | — | NONE | $28K | — |
| ALLIANT | 33-0785439 | — | NONE | $14K | — |
| US BANK | 31-0841368 | — | NONE | $8K | — |
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.