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Original filing (PDF)20250515152653NAL0013526291001
BOARD OF TRUSTEES SUP WELFARE PLAN, INC.
Form 5500
FILING_RECEIVED
SUP WELFARE PLAN, INC.
Health & welfare plan
Signals · 3
~259 bps in Sched C feesNo recordkeeper disclosed13 service providers
Active participants
805
Accounts w/ balance
—
Plan assets (EOY)
$33.9M
Net assets (EOY)
$33.1M
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
- 259 bps in Schedule C fees — 793% 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 BOARD OF TRUSTEES SUP WELFARE PLAN, INC..
Plan sponsor
Name
BOARD OF TRUSTEES SUP WELFARE PLAN, INC.
EIN
94-1243666
Address
730 HARRISON STREET, SUITE 415 · SAN FRANCISCO, CA · 94107
Phone
(415) 764-4990
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-15
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
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)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MICHELLE CHANG | 94-1243666 | — | EMPLOYEE | $150K | — |
| WILMA ALDAY | 94-1243666 | — | EMPLOYEE | $115K | — |
| MICHAEL JACYNA | 94-1243666 | — | EMPLOYEE | $103K | — |
| GINA JEW | 94-1243666 | — | EMPLOYEE | $92K | — |
| PATRICIA MARTIN | 94-1243666 | — | EMPLOYEE | $88K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $68K | — |
| SIU PACIFIC DISTRICT PENSION PLAN | 94-6061923 | — | NONE | $62K | — |
| US BANK | 31-0841368 | — | NONE | $47K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $45K | — |
| DODGE & COX | 94-1441976 | — | NONE | $41K | — |
| SIU PD SUPPLEMENTAL BENEFITS | 94-1431246 | — | NONE | $41K | — |
| TRUCKER HUSS, APC | 94-3216063 | — | NONE | $16K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $9K | — |
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.