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Original filing (PDF)20250702174120NAL0013233793001
BOARD OF TRUSTEES OF TEAMSTERS BENEFIT TRUST
Form 5500
FILING_RECEIVED
TEAMSTERS BENEFIT TRUST
Health & welfare plan
Signals · 4
1 failed disclosure~153 bps in Sched C feesNo recordkeeper disclosed29 service providers
Active participants
13,722
Accounts w/ balance
—
Plan assets (EOY)
$910.8M
Net assets (EOY)
$890.3M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
80
/ 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
85
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 153 bps in Schedule C fees — 2447% above peer band of 6 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 OF TEAMSTERS BENEFIT TRUST.
Plan sponsor
Name
BOARD OF TRUSTEES OF TEAMSTERS BENEFIT TRUST
EIN
94-2848389
Address
POST OFFICE BOX 5820 · FREMONT, CA · 94537
Phone
(510) 796-4676
Industry
Transportation & Warehousingsee 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
2025-07-02
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
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)
29 rowsOther
29| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TITAN INSURANCE ADMINISTRATORS, INC | 92-3041544 | — | NONE | $9.0M | — |
| ANTHEM BLUE CROSS LIFE HEALTH INSUR | 95-4331852 | — | NONE | $986K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $658K | — |
| INGENIORX, INC | 82-3062245 | — | NONE | $507K | — |
| LABOR FIRST LLC | 06-1750191 | — | NONE | $376K | — |
| TEAMSTER'S ASSISTANCE PROGRAM | 68-0048516 | — | NONE | $314K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $283K | — |
| BEESON, TAYER & BODINE APC | 94-3126136 | — | NONE | $267K | — |
| ULLICO | 13-1423090 | — | NONE | $257K | — |
| HEALTH MANAGEMENT CONCEPTS | 75-3189468 | — | NONE | $187K | — |
| VISION SERVICE PLAN | 94-1632821 | — | NONE | $175K | — |
| ASCENDANT HEALTHCARE INC. | 26-3768186 | — | NONE | $152K | — |
| PITNEY BOWES INC. | 06-0465050 | — | NONE | $127K | — |
| IRON MOUNTAIN INC. | 23-2588479 | — | NONE | $106K | — |
| HEALTHLINX, LLC | 87-0660214 | — | NONE | $77K | — |
| ALAN BILLER & ASSOCIATES | 94-2854958 | — | NONE | $74K | — |
| COMMUNICATE WRITE | 59-3821770 | — | NONE | $69K | — |
| DELTA DENTAL OF CALIFORNIA | 94-1461312 | — | NONE | $59K | — |
| U.S. BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $55K | — |
| SAFEGUARD BUSINESS SYSTEMS | 80-0426991 | — | NONE | $40K | — |
| EXPRESS SCRIPTS | 43-1420563 | — | NONE | $36K | — |
| RR DONNELLEY | — | SACRAMENTO, CA | NONE | $25K | — |
| WHEELER SONOMA PRINTERS | 86-1383444 | — | NONE | $18K | — |
| WESTERN HEALTH CARE COALITION INC | 93-1223249 | — | NONE | $13K | — |
| ALPHA PRESS INC. | 94-2855338 | — | NONE | $12K | — |
| UNITED PARCEL SERVICE, INC. | 36-2407381 | — | NONE | $11K | — |
| JP MORGAN INVESTMENT MGMT | 13-3200244 | — | NONE | $11K | — |
| PACIFIC STANDARD PRESS | 01-0551382 | — | NONE | $6K | — |
| STEPHEN HORN INSURANCE SERVICES | 94-3249244 | — | NONE | $0 | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| HEALTH MANAGEMENT CONCEPTS | SERVICE PROVIDER FAILED TO PROVIDE INFORMATION REGARDING INDIRECT COMPENSATION, IF ANY. |
Investments
2 pooled funds· $153.6M(17% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ARROWSTREET INTL EQUITY ACWI EX US ARROWSTREET CAPITAL LIMITED PARTNERSHIP · EIN 81-1414880 / PN 001 | 103-12 Investment Entity | $137.8M | 15.1% |
| ULLICO INFRASTRUCTURE TAX-EXEMPT FD ULLICO INVESTMENT ADVISORS, INC. · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | $15.9M | 1.7% |