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Original filing (PDF)20251015202513NAL0005565889005
CLINICA DE SALUD DEL VALLE DE SALINAS
Form 5500
FILING_RECEIVED
CLINICA DE SALUD DEL VALLE DE SALINAS EMPLOYEE GROUP HEALTH BENEFIT TRUST PLAN
Health & welfare plan
Signals · 2
~2773 bps in Sched C feesNo recordkeeper disclosed
Active participants
247
Accounts w/ balance
—
Plan assets (EOY)
$631K
Net assets (EOY)
$98K
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
- 2773 bps in Schedule C fees — 1655% above peer band of 158 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 CLINICA DE SALUD DEL VALLE DE SALINAS.
Plan sponsor
Name
CLINICA DE SALUD DEL VALLE DE SALINAS
EIN
94-2652757
Address
55 PLAZA CIRCLE, STE · SALINAS, CA · 93901
Phone
(831) 757-8689
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
EMPLOYEE BENEFIT ADMINISTRATORS
EIN
95-3056363
City
ARCADIA, CA
Phone
(626) 294-2800
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
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
LUCAS, HORSFALL, MURPHY,&PINDROH, L
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE BENEFIT ADMINISTRATORS | 95-0356363 | ARCADIA, CA | — | $129K | — |
| PINNACLE CLAIMS MANAGEMENT, INC | 33-0812456 | IRVINE, CA | NONE | $46K | — |
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.