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Original filing (PDF)20250513170302NAL0018012737001
INLAND EMPIRE TEAMSTER TRUST BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
INLAND EMPIRE TEAMSTERS TRUST
Health & welfare plan
Signals · 3
~427 bps in Sched C feesNo recordkeeper disclosed12 service providers
Active participants
2,002
Accounts w/ balance
—
Plan assets (EOY)
$34.4M
Net assets (EOY)
$30.1M
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
- 427 bps in Schedule C fees — 1373% above peer band of 29 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 INLAND EMPIRE TEAMSTER TRUST BOARD OF TRUSTEES.
Plan sponsor
Name
INLAND EMPIRE TEAMSTER TRUST BOARD OF TRUSTEES
EIN
91-6068602
Address
PO BOX 5433 · SPOKANE, WA · 992050433
Phone
(509) 534-0600
Industry
Finance & Insurancesee all
Plan administrator
Name
INLAND EMPIRE TEAMSTER TRUST BOARD OF TRUSTEES
EIN
91-6068602
City
SPOKANE, WA
Phone
(509) 534-0600
Plan characteristics
Plan number
507
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4C · Supplemental Unemployment
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREMERA BLUE CROSS | — | SEATTLE, WA | NONE | $583K | — |
| A.W. REHN & ASSOCIATES | 91-1008626 | — | NONE | $463K | — |
| INNOVATIVE CARE MANAGEMENT | 93-1087669 | — | NONE | $157K | — |
| OPTUM RX | — | EDEN PRARIE, MN | NONE | $73K | — |
| TURNER, STOEVE, AND GAGLIARDI | 91-1282506 | — | NONE | $45K | — |
| PROPEL INSURANCE | 91-0830024 | — | NONE | $43K | — |
| GREEN LIGHT | — | SCOTTSDALE, AZ | NONE | $30K | — |
| CLIFTONLARSONALLEN, LLP | 41-0746749 | — | NONE | $21K | — |
| ANASTASI, MOORE & MARTIN, PLLC | 20-8149014 | — | NONE | $21K | — |
| LAWTON PRINITNG | — | SPOKANE, WA | NONE | $17K | — |
| NORTHWEST ADMINISTRATORS | — | SEATTLE, WA | NONE | $9K | — |
| WASHINGTON TRUST BANK | — | SPOKANE, WA | NONE | $7K | — |
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.