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Original filing (PDF)20250714200659NAL0003357826001
BOARD OF TRUSTEES BOILERMAKER VACATION PLAN
Form 5500
FILING_RECEIVED
BOILERMAKER VACATION PLAN
Health & welfare plan
Signals · 4
2 failed disclosures~128 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
7,886
Accounts w/ balance
—
Plan assets (EOY)
$45.2M
Net assets (EOY)
$44.8M
Plan health score (directional)
78
/ 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
80
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 2 Schedule C providers failed to disclose compensation.
- 128 bps in Schedule C fees — 343% 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 BOILERMAKER VACATION PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES BOILERMAKER VACATION PLAN
EIN
94-2630417
Address
4160 DUBLIN BOULEVARD, SUITE 100 · DUBLIN, CA · 94568
Phone
(925) 833-7300
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-14
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CV ADMINISTRATIVE SERVICES INC. | 94-3173383 | — | NONE | $225K | — |
| HS & BA | 94-3089465 | — | NONE | $118K | — |
| BROTHERHOOD BANK AND TRUST | 48-0150325 | — | NONE | $103K | — |
| TRUCKER HUSS | 94-3216063 | — | NONE | $77K | — |
| BOILERMAKER-BLACKSMITH NATIONAL PEN | 48-0669346 | — | NONE | $27K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $23K | — |
| RONALD SCHMIDT | — | FREMONT, CA | NONE | $8K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| RONALD SCHMIDT | SERVICE PROVIDER WAS NOT AVAILABLE TO PROVIDE INFORMATION REGARDING INDIRECT COMPENSATION, IF ANY. |
| KATHY STAPP | THE FORMER TRUSTEE WAS NOT AVAILABLE TO PROVIDE INFORMATION REGARDING INDIRECT COMPENSATION, IF ANY. |
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.
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