Original filing (PDF)20250929185737NAL0015576147001

BOT, ALASKA LONGSHORE VACATION & HOLIDAY TRUST

Name: BOT, ALASKA LONGSHORE VACATION & HOLIDAY TRUST — ALASKA LONGSHORE VACATION & HOLIDAY TRUST, Form 5500 (2024)
Creator: BOT, ALASKA LONGSHORE VACATION & HOLIDAY TRUST

Form 5500

FILING_RECEIVED

ALASKA LONGSHORE VACATION & HOLIDAY TRUST

Health & welfare plan

Signals · 3

100% in single holding~200 bps in Sched C feesNo recordkeeper disclosed

Active participants

238

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

-$41K

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOT, ALASKA LONGSHORE VACATION & HOLIDAY TRUST.

Plan sponsor

Name

BOT, ALASKA LONGSHORE VACATION & HOLIDAY TRUST

EIN

92-6027179

Address

5331 S MACADAM AVE STE 258 · PORTLAND, OR · 97239

Phone

(503) 224-0048

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Welfare benefit codes

4Q · Other

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENESYS, INC.	93-0446761	—	NONE	$24K	—
CLIFTONLARSONALLEN LLP	41-0746749	—	NONE	$20K	—
HILTON VANCOUVER WA	—	VANCOUVER, WA	NONE	$10K	—

Investments

2 direct securities· $1.8M(69% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	U.S. Treasury Bill Short-Term Obligation Due 02/27/25	—	—	$1.8M	$1.8M	68.4%
	First American Govt Oblig Fund Variable Rate	—	—	$3K	$3K	0.1%

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