Back to filter
Original filing (PDF)20251015072016NAL0008117282001
BOARD OF TRUSTEES OF TEAMSTERS MANAGED HEALTH CARE TRUST FUND
Form 5500
FILING_RECEIVED
TEAMSTERS MANAGED HEALTH CARE TRUST FUND
Health & welfare plan
Signals · 3
~636 bps in Sched C feesNo recordkeeper disclosed13 service providers
Active participants
5,756
Accounts w/ balance
—
Plan assets (EOY)
$40.6M
Net assets (EOY)
$40.6M
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
- 636 bps in Schedule C fees — 2093% 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 OF TEAMSTERS MANAGED HEALTH CARE TRUST FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF TEAMSTERS MANAGED HEALTH CARE TRUST FUND
EIN
94-3138272
Address
P.O. BOX 757 · PLEASANTON, CA · 94566
Phone
(925) 426-3555
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
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
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsTrustee
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DON GARCIA | 94-3138272 | — | TRUSTEE | $6K | — |
| EFREN ALARCON | 94-3138272 | — | TRUSTEE | $5K | — |
| BRUCE HEID | 94-3138272 | — | TRUSTEE | $5K | — |
Other
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DMC INSURANCE ADMINISTRATORS | 94-3115552 | — | NONE | $1.7M | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $353K | — |
| SIMPLE THERAPY, INC. | 46-5571185 | — | NONE | $139K | — |
| TEAMSTERS ASSISTANCE PROGRAM | 68-0048516 | — | NONE | $123K | — |
| WEINBERG, ROGER & ROSENFELD | 94-2458080 | — | NONE | $89K | — |
| NORTHWEST PLAN SERVICES | 91-2090931 | — | NONE | $78K | — |
| MAMMINI COMPANY, INC. | 47-0879697 | — | NONE | $61K | — |
| PRESTIGE PRINTING | 83-2018068 | — | NONE | $34K | — |
| ELITE ADMINISTRATION & INSURANCE GR | 36-2238689 | — | NONE | $9K | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 04-2675571 | — | 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.