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Original filing (PDF)20250415171240NAL0003683313001
BOARD OF TRUSTEES ILWU WAREHOUSE WELFARE FUND
Form 5500
FILING_RECEIVED
ILWU WAREHOUSE WELFARE FUND
Health & welfare plan
Signals · 3
~701 bps in Sched C feesNo recordkeeper disclosed13 service providers
Active participants
527
Accounts w/ balance
—
Plan assets (EOY)
$7.0M
Net assets (EOY)
$6.9M
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
- 701 bps in Schedule C fees — 1248% above peer band of 52 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 ILWU WAREHOUSE WELFARE FUND.
Plan sponsor
Name
BOARD OF TRUSTEES ILWU WAREHOUSE WELFARE FUND
EIN
94-6102389
Address
P.O. BOX 757 · PLEASANTON, CA · 94566
Phone
(925) 426-3553
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
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsTrustee
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JAMES BEARD | 94-6102389 | — | TRUSTEE | $7K | — |
| THOMAS DILLON | 94-6102389 | — | TRUSTEE | $7K | — |
| TIM BREKKE | 94-6102389 | — | TRUSTEE | $7K | — |
| LARRY MORRISON | 94-6102389 | — | TRUSTEE | $5K | — |
Other
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DMC INSURANCE ADMINISTRATORS | 94-3115552 | — | NONE | $242K | — |
| WITHUMSMITH+BROWN PC | 22-2027092 | — | NONE | $65K | — |
| MILLIMAN USA | 91-0675641 | — | NONE | $55K | — |
| SALTZMAN & JOHNSON | 94-2376174 | — | NONE | $26K | — |
| MAMMINI COMPANY LLC | 47-0879697 | — | NONE | $26K | — |
| UNITED CONCORDIA | 25-1687586 | — | NONE | $21K | — |
| TEAMSTERS ASSISTANCE PROGRAM | 68-0048516 | — | NONE | $12K | — |
| PRESTIGE PRINTING | 83-2018068 | — | NONE | $8K | — |
| FREMONT BANK | 94-1569025 | — | 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.