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Original filing (PDF)20260216200738NAL0006489443001
BOARD OF TRUSTEES OF JOINT BENEFIT TRUST
Form 5500
FILING_RECEIVED
JOINT BENEFIT TRUST
Health & welfare plan
Signals · 4
2 failed disclosures~773 bps in Sched C feesNo recordkeeper disclosed15 service providers
Active participants
2,100
Accounts w/ balance
—
Plan assets (EOY)
$60.9M
Net assets (EOY)
$53.1M
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.
- 773 bps in Schedule C fees — 4730% above peer band of 16 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 JOINT BENEFIT TRUST.
Plan sponsor
Name
BOARD OF TRUSTEES OF JOINT BENEFIT TRUST
EIN
94-6284253
Address
4160 DUBLIN BOULEVARD, SUITE 100 · DUBLIN, CA · 94568
Phone
(925) 883-7300
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-16
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4Q · Other
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsOther
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTH SERVICES & BENEFIT ADMIN INC | 94-3089465 | — | NONE | $3.1M | — |
| ANTHEM BLUE CROSS OF CALIFORNIA | 95-4331852 | — | NONE | $609K | — |
| HEALTH SERVICES FOUNDATION | 94-2260587 | — | NONE | $266K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $188K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $135K | — |
| BEESON, TAYER & BODINE, APC | 94-3126136 | — | NONE | $114K | — |
| HEALTHCARE STRATEGIES | 88-7396365 | — | NONE | $74K | — |
| TRUCKER HUSS, APC | 94-3216063 | — | NONE | $72K | — |
| TEAMSTERS ASST. REB. PLAN | 94-2875955 | — | NONE | $43K | — |
| US BANK | 31-0841368 | — | NONE | $28K | — |
| CVS CAREMARK | 05-0340626 | — | NONE | $23K | — |
| MEDEXPERT INTL. INC | 94-3360248 | — | NONE | $19K | — |
| ARRIN CONSULTING | 56-7982842 | — | NONE | $19K | — |
| VISION SERVICE PLAN | 94-1632821 | — | NONE | $13K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $0 | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| ARRIN CONSULTING | THE SERVICE PROVIDER DID NOT PROVIDE INFORMATION ON INDIRECT COMPENSATION, IF ANY. |
| VISION SERVICE PLAN | THE SERVICE PROVIDER DID NOT PROVIDE INFORMATION ON INDIRECT COMPENSATION, 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.