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Original filing (PDF)20250415163053NAL0003620625001
BOT TEAMSTERS LOCAL 2785 CONVENTION TRADES TRAINING TRUST
Form 5500
FILING_RECEIVED
TEAMSTERS LOCAL 2785 CONVENTION TRADES TRAINING TRUST
Health & welfare plan
Signals · 2
~6172 bps in Sched C feesNo recordkeeper disclosed
Active participants
134
Accounts w/ balance
—
Plan assets (EOY)
$38K
Net assets (EOY)
$38K
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
- 6172 bps in Schedule C fees — 3807% 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 BOT TEAMSTERS LOCAL 2785 CONVENTION TRADES TRAINING TRUST.
Plan sponsor
Name
BOT TEAMSTERS LOCAL 2785 CONVENTION TRADES TRAINING TRUST
EIN
94-3365766
Address
C/O NORTHWEST ADMINISTRATORS · 1000 MARINA BLVD, SUITE 400 · BRISBANE, CA · 940051841
Phone
(650) 570-7300
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Welfare benefit codes
4J · Apprenticeship and Training
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST ADMINISTRATORS | 91-0680697 | — | NONE | $17K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $7K | — |
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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