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Original filing (PDF)20250127174255NAL0007843827001

TRUSTEES OF ILWU-PMA WELFARE PLAN

Form 5500
FILING_RECEIVED
ILWU-PMA WELFARE PLAN
Health & welfare plan
Signals · 3
~2354 bps in Sched C feesNo recordkeeper disclosed39 service providers
Active participants
16,112
Accounts w/ balance
—
Plan assets (EOY)
$248.2M
Net assets (EOY)
$127.1M
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
  • 2354 bps in Schedule C fees — 23444% above peer band of 10 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 TRUSTEES OF ILWU-PMA WELFARE PLAN.
Plan sponsor
Name
TRUSTEES OF ILWU-PMA WELFARE PLAN
EIN
94-6068578
Address
1188 FRANKLIN STREET, 3RD FLOOR · SAN FRANCISCO, CA · 941096800
Phone
(415) 673-8500
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
2025-01-27
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
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

39 rows
Other
39
NameEINLocationRelationDirect compIndirect comp
ZENITH AMERICAN SOLUTIONS (ASO/PPO/52-1590516—NONE$30.3M—
INNOVATIVE CARE MANAGEMENT93-1087669—NONE$8.7M—
ILWU-PMA BENEFIT PLANS (SALARIES)94-6068578—EMPLOYEES$5.0M—
BLUE SHIELD OF CALIFORNIA94-0360524—NONE$2.3M—
DELTA DENTAL94-1461312—NONE$2.3M—
LEONARD CARDER, LLP94-2819269—NONE$1.2M—
MILLIMAN, INC.91-0675641—NONE$1.1M—
KNOX RICKSEN LLP94-1545786—NONE$959K—
CHANGE HEALTHCARE SOLUTIONS, LLC20-5716594—NONE$855K—
EVICORE HEALTHCARE62-1615395—NONE$721K—
MEDICAL REVIEW INSTITUTE OF AMERICA87-0515201—NONE$593K—
SEYFARTH SHAW LLP36-2152202—NONE$568K—
BUSH GOTTLIEB, A LAW CORPORATION95-2956616—NONE$555K—
INNOVATIVE DRIVEN82-1628805—NONE$519K—
NIXON PEABODY LLP16-0764720—NONE$350K—
HINSHAW & CULBERTSON LLP36-2128133—NONE$344K—
PRICEWATERHOUSECOOPERS LLP13-4008324—NONE$309K—
LIANG LY LLP47-4401035—NONE$288K—
FIRST CHOICE HEALTH91-1272766—NONE$287K—
UNION BANK94-0304228—NONE$249K—
PACIFIC MARITIME ASSOCIATION94-1126322—EMPLOYER ASSOCIATION$126K—
CHIROPRACTIC HEALTH PLAN OF CA77-0134508—NONE$117K—
MAGELLAN BEHAVIORAL HEALTH INC52-2135463—NONE$110K—
SCHWARTZ AND CERA LLP47-2650413—NONE$77K—
LAW OFFICES OF JOHN KAGEL77-0439762—NONE$71K—
BRIDGEWAY BENEFIT TECHNOLOGIES, LLC52-1796473—NONE$70K—
OPTUMRX, INC33-0441200—NONE$56K—
CHIROPRACTIC RESEARCH ASSOC, INC95-4541251—NONE$40K—
AGAIN IN TIME47-2979502—NONE$38K—
M.P. RADOCY94-3001326—NONE$20K—
ADMAIL EXPRESS, INC.94-2229976—NONE$16K—
IMS CONSULTING & EXPERT SRVCS LLC82-3398725—NONE$16K—
THE SOUZA GROUP68-0365020—NONE$15K—
EPIQ EDISCOVERY SOLUTIONS INC13-3865009—NONE$14K—
SPI SERVICES, INC.26-1618898—NONE$11K—
GOLD TRIAL SERVICES LLC82-2640867—NONE$10K—
DAVID E. SMITH, M.D.94-3124932—NONE$10K—
CARD INTEGRATORS CORPORATION33-0722701—NONE$6K—
YARON ELAD, MD INC.20-1238184—NONE$6K—

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.