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Original filing (PDF)20250415134449NAL0003381457001
BOARD OF TRUSTEES NORTHERN CALIF. PLASTERERS HEALTH AND WELFARE TRUST
Form 5500
FILING_RECEIVED
NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE TRUST FUND
Health & welfare plan
Signals · 4
2 failed disclosures~261 bps in Sched C feesNo recordkeeper disclosed11 service providers
Active participants
440
Accounts w/ balance
—
Plan assets (EOY)
$25.4M
Net assets (EOY)
$23.4M
Plan health score (directional)
78
/ 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
80
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 2 Schedule C providers failed to disclose compensation.
- 261 bps in Schedule C fees — 799% 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 NORTHERN CALIF. PLASTERERS HEALTH AND WELFARE TRUST.
Plan sponsor
Name
BOARD OF TRUSTEES NORTHERN CALIF. PLASTERERS HEALTH AND WELFARE TRUST
EIN
94-6251593
Address
4160 DUBLIN BLVD, SUITE 400 · DUBLIN, CA · 94568
Phone
(925) 833-4337
Industry
Constructionsee 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)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTH SERVICES & BENEFIT ADMINISTR | 94-3089465 | — | NONE | $213K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $146K | — |
| THE SEGAL CO (WESTERN STATES), INC. | 94-1503999 | — | NONE | $105K | — |
| SEI INVESTMENTS | 23-1707341 | — | NONE | $48K | — |
| BASIC BENEFITS LLC | 83-4091544 | — | NONE | $44K | — |
| KRAW LAW GROUP, APC. | 32-0465891 | — | NONE | $32K | — |
| NEYHART ANDERSON FLYNN & GROSBOLL | 94-2576729 | — | NONE | $31K | — |
| DELTA DENTAL OF CALIFORNIA | 94-1461312 | — | NONE | $18K | — |
| VISION SERVICE PLAN | 94-1632821 | — | NONE | $10K | — |
| US BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $8K | — |
| NANCY BRINKERHOFF | 94-6251593 | — | EMPLOYEE | $5K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| US BANK NATIONAL ASSOCIATION | THE SERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INDIRECT COMPENSATION RECEIVED, IF ANY. |
| BASIC BENEFITS LLC | THE SERVICE PROVIDER DID NOT RESPOND TO REQUEST FOR INDIRECT COMPENSATION RECEIVED, IF ANY. |
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.