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Original filing (PDF)20251009193133NAL0007466065001
BOARD OF TRUSTEES, TEAMSTERS LIFE WITH DUES BENEFIT PLAN
Form 5500
FILING_RECEIVED
TEAMSTERS LIFE WITH DUES BENEFIT PLAN
Health & welfare plan
Signals · 4
56% in single holding~106 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
213,620
Accounts w/ balance
—
Plan assets (EOY)
$30.5M
Net assets (EOY)
$30.5M
How this plan invests
This plan
1 pooled trust
Schedule D
3 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 "Prudential Trust Company QS S&P 500 Index Fund IBT" is 56% of plan.
- 106 bps in Schedule C fees — 267% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, TEAMSTERS LIFE WITH DUES BENEFIT PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES, TEAMSTERS LIFE WITH DUES BENEFIT PLAN
EIN
91-1691238
Address
2323 EASTLAKE AVENUE EAST · SEATTLE, WA · 98102
Phone
(206) 329-4900
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Welfare benefit codes
4B · Life Insurance
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST ADMINISTRATORS, INC | 91-0680697 | — | NONE | $146K | — |
| SERVICE PRINTING COMPANY, INC | 91-0830372 | — | NONE | $91K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $22K | — |
| REID, BALLEW & LEAHY & HOLLAND LLP | 91-0749971 | — | NONE | $17K | — |
| PRUDENTIAL TRUST CO | 86-1791757 | — | NONE | $16K | — |
| A.J. LONGO & ASSOCIATES | 35-2607925 | — | NONE | $13K | — |
| WELLS FARGO BANK | 94-1347393 | — | NONE | $10K | — |
| ALAN D. BILLER & ASSOCIATES | 94-2854958 | — | NONE | $10K | — |
Investments
2 direct securities · 1 pooled fund· $30.3M(99% 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.
Common Collective Trust
$16.9M
1 holding
Uncategorized
$13.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PGIM QS S&P 500 INDEX FD IBT PRUDENTIAL TRUST COMPANY · EIN 86-1791757 / PN 001 | Common Collective Trust | — | $11.5M | $16.9M | 55.4% | |
| Prudential Trust Company Total Return Bond Fund Q Mutual Fund | — | — | $10.7M | $13.0M | 42.5% | |
| Wells Fargo Interest Bearing Cash | — | — | $452K | $452K | 1.5% |