Original filing (PDF)20251015032510NAL0001960323001

BOARD OF TRUSTEES, ALASKA UNITED FOOD AND COMMERCIAL

Name: BOARD OF TRUSTEES, ALASKA UNITED FOOD AND COMMERCIAL — ALASKA UNITED FOOD AND COMMERCIAL WORKERS HEALTH AND WELFARE TRUST, Form 5500 (2024)
Creator: BOARD OF TRUSTEES, ALASKA UNITED FOOD AND COMMERCIAL

Form 5500

FILING_RECEIVED

ALASKA UNITED FOOD AND COMMERCIAL WORKERS HEALTH AND WELFARE TRUST

Health & welfare plan

Signals · 3

44% employer stock~598 bps in Sched C fees10 service providers

Active participants

1,097

Accounts w/ balance

—

Plan assets (EOY)

$23.6M

Net assets (EOY)

$16.4M

How this plan invests

This plan

1 pooled trust

Schedule D

722 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (1st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOARD OF TRUSTEES, ALASKA UNITED FOOD AND COMMERCIAL.

Plan sponsor

Name

BOARD OF TRUSTEES, ALASKA UNITED FOOD AND COMMERCIAL

DBA

WORKERS HEALTH AND WELFARE TRUST

EIN

92-6003453

Address

12205 SW TUALATIN RD STE 200 · TUALATIN, OR · 97062

Phone

(503) 486-2100

Industry

Supermarkets & Other Grocery Stores· Retail Tradesee 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

2025-10-15

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4Q · Other

Audit & trust (Schedule H)

Auditor

MILLER KAPLAN ARASE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

10 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
ZENITH AMERICAN SOLUTIONS	52-1590516	—	NONE	$548K	—
AETNA	06-6033492	—	NONE	$407K	—
RAEL & LETSON	94-1701048	—	NONE	$160K	—
TRANSCARENT

Investments

722 direct securities · 1 pooled fund· $3.8M(16% 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.

103-12 Investment Entity

$1.9M

1 holding

Other securities

$1.0M

486 holdings

Common Stock

$839K

217 holdings

Bonds / Notes

$22K

19 holdings

					% of plan
GOLDENTREE MS FD OFFSHORE ERISA LTD GOLDENTREE ASSET MANAGEMENT · EIN 98-1018819 / PN 002	103-12 Investment Entity	—	—	$1.9M	8.1%
SPRINT CORP 7.625 03/01/26	Common Stock	—	$28K	$28K	0.1%
CARNIVAL HLDGS BM LTD 10.375 05/01/28 144A	Common Stock	—	$24K	$24K	0.1%
CROWN FINANCE US INC.-TLB LIEN 1	Common Stock	—	$21K	$21K	<0.1%
AP CORE HOLDINGS II, LLC-TLB LIEN1	Common Stock	—	$18K	$18K	<0.1%
ALVOTECH-FIRST LIEN TL	Other securities	—	$17K	$18K	<0.1%
AMC NETWORKS INC 10.25 01/15/29 144A	Common Stock	—	$16K	$17K	<0.1%
BANK OF AMERICA CORP 3.384 04/02/26 MTN	Common Stock	—	$16K	$16K	<0.1%
CLOUD SOFTWARE GRP INC 9.0 09/30/29 144A	Common Stock	—	$14K	$16K	<0.1%
DHC 0 01/15/26	Other securities	—	$15K	$16K	<0.1%
GLOBAL MEDICAL RESPONSE INC-EXTENDED TERM LOAN	Common Stock	—	$15K	$16K	<0.1%
NATWEST GROUP PLC 8 12/29/49	Common Stock	—	$14K	$15K	<0.1%
CSC HOLDINGS LLC 6.5 02/01/29 144A	Common Stock	—	$14K	$14K	<0.1%
CARVANA CO 14.0 06/01/31 144A	Common Stock	—	$14K	$14K	<0.1%
BANK OF AMERICA CORP 3.366 01/23/26	Common Stock	—	$14K	$14K	<0.1%
ENDO FINANCE HOLDINGS INC-TLB 1ST LIEN	Common Stock	—	$13K	$13K	<0.1%
MALLINCKRODT 1L TL B SEC OUT-TL LIEN1	Other securities	—	$13K	$13K	<0.1%
TRAVELODGE - GOLDENTREE PPN	Other securities	—	$11K	$12K	<0.1%
DIRECTV FINANCING LLC-TL	Other securities	—	$12K	$12K	<0.1%
VALEANT PHARMACEUTICALS -TERM LOAN B	Other securities	—	$9K	$11K	<0.1%
FRONTIER COMMUNICATIONS 8.625 03/15/31 144A	Other securities	—	$10K	$11K	<0.1%
HOUGHTON MIFFLIN HARCOURT COMPANY-TL LIEN 1	Other securities	—	$11K	$11K	<0.1%
DISH DBS CORP 5.25 12/01/26 144A	Common Stock	—	$9K	$10K	<0.1%
FORD MOTOR CREDIT CO LLC 4.134 08/04/25	Common Stock	—	$10K	$10K	<0.1%
DIG HLDNG/DIG FIN/DIFL 12.0 05/25/27	Other securities	—	$10K	$10K	<0.1%
AMNEAL PHARMACEUTICALS LLC-TERM LOAN - 1ST LIEN	Other securities	—	$10K	$10K	<0.1%
CLUBCORP CLUB OPERATIONS INC. -FIRST LIEN TLB2	Common Stock	—	$9K	$10K	<0.1%
DATABRICKS LLC-1ST LIEN TL	Other securities	—	$9K	$9K	<0.1%
NEWFOLD DIGITAL HLDGS GR 11.75 10/15/28 144A	Common Stock	—	$11K	$9K	<0.1%
DISCOVERY PURCHASER CORP-TL LIEN1	Common Stock	—	$8K	$9K	<0.1%
MPT OPER PARTNERSP/FINL.993 10/15/26	Other securities	—	$10K	$9K	<0.1%
ILLUMINATE BUYER/HLDG 9.0 07/01/28 144A	Other securities	—	$9K	$9K	<0.1%
NABORS INDUSTRIES INC 9.125 01/31/30 144A	Common Stock	—	$9K	$9K	<0.1%
LCPR SR SECURED FIN DAC 5.125 07/15/29 144A	Other securities	—	$9K	$9K	<0.1%
ANN & TALBOTS (KNITWELL)-FIRST LIEN TL	Other securities	—	$8K	$9K	<0.1%
SPEED MIDCO SARL-TLB2 LIEN 1	Other securities	—	$9K	$9K	<0.1%
UBER TECHNOLOGIES INC 7.5 09/15/27 144A	Common Stock	—	$9K	$9K	<0.1%
DELIVERY HERO SE-TLB	Common Stock	—	$8K	$9K	<0.1%
NRG ENERGY INC 10.25 144A	Common Stock	—	$8K	$8K	<0.1%
DIRECTV FINANCING LLC 8.875 02/01/30 144A	Other securities	—	$8K	$8K	<0.1%
DSM ENGINEERING MATERIAL-TLB LIEN1	Other securities	—	$8K	$8K	<0.1%
SEADRILL FINANCE LTD 8.375 08/01/30 144A	Common Stock	—	$8K	$8K	<0.1%
SHELF DRILL HOLD LTD 9.625 04/15/29 144A	Common Stock	—	$9K	$8K	<0.1%
BAUSCH & LOMB INCORPORATED-TL LIEN 1	Other securities	—	$7K	$8K	<0.1%
INTESA SANPAOLO SPA 5.71 01/15/26 144A	Common Stock	—	$8K	$8K	<0.1%
TEVA PHARM FNC NL II 6.0 01/31/25	Other securities	—	$8K	$8K	<0.1%
VIKING CRUISES LTD 7.0 02/15/29 144A	Common Stock	—	$7K	$8K	<0.1%
CHARTER COMM OPT LLC/CAP 6.484 10/23/45	Other securities	—	$7K	$8K	<0.1%
FIRST HORIZON CORP 4.0 05/26/25	Common Stock	—	$7K	$8K	<0.1%
ACPRODUCTS HOLDINGS INC-TLB	Common Stock	—	$8K	$7K	<0.1%