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Original filing (PDF)20250623141111NAL0009278784001
JOINT BOARD NORTHERN CALIF SOFT DRINK IND AND TEAMSTERS HEALTH AND WEL
Form 5500
FILING_RECEIVED
NORTHERN CALIFORNIA SOFT DRINK INDUSTRY AND TEAMST HEALTH AND WELFARE TRUST FUND
Health & welfare plan
Signals · 3
~450 bps in Sched C feesNo recordkeeper disclosed12 service providers
Active participants
944
Accounts w/ balance
—
Plan assets (EOY)
$18.4M
Net assets (EOY)
$16.7M
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
- 450 bps in Schedule C fees — 1452% 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 JOINT BOARD NORTHERN CALIF SOFT DRINK IND AND TEAMSTERS HEALTH AND WEL.
Plan sponsor
Name
JOINT BOARD NORTHERN CALIF SOFT DRINK IND AND TEAMSTERS HEALTH AND WEL
EIN
94-6330971
Address
4160 DUBLIN BLVD · SUITE 100 · DUBLIN, CA · 94568
Phone
(925) 833-4353
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-06-23
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
HENNINGFIELD & ASSOCIATES, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTH SERVICES & BENEFIT ADMINISTR | 94-3089465 | — | NONE | $274K | — |
| ANTHEM BLUE CROSS | 95-3760980 | — | NONE | $161K | — |
| HORIZON ACTUARIAL SERVICES, LLC | 26-1370698 | — | NONE | $62K | — |
| MCMORGAN AND COMPANY | 52-2334338 | — | NONE | $60K | — |
| SEYFARTH SHAW | 36-2152202 | — | NONE | $58K | — |
| WITHUM | 22-2027092 | — | NONE | $46K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $43K | — |
| HEALTHLINX LLC | 87-0660214 | — | NONE | $35K | — |
| BEESON, TAYER & BODINE | 94-3126136 | — | NONE | $32K | — |
| TEAMSTERS ASSISTANCE PROGRAM | 68-0048516 | — | NONE | $23K | — |
| HENNINGFIELD & ASSOCIATES, INC. | 54-2189926 | — | NONE | $22K | — |
| VISION SERVICE PLAN | 94-1632821 | — | NONE | $13K | — |
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.