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Original filing (PDF)20250129165943NAL0009384083001
WHOLESALE BEER DISTRIBUTORS INDUSTRY TRUST
Form 5500
FILING_RECEIVED
WHOLESALE BEER DISTRIBUTORS INDUSTRY TRUST
Health & welfare plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHOLESALE BEER DISTRIBUTORS INDUSTRY TRUST.
Plan sponsor
Name
WHOLESALE BEER DISTRIBUTORS INDUSTRY TRUST
EIN
94-6434612
Address
PO BOX 12137 · PLEASANTON, CA · 94588
Phone
(650) 572-9611
Industry
Wholesale Tradesee all
Plan administrator
Name
PREFERRED BENEFIT INSURANCE ADMINIS
EIN
94-3079635
City
PLEASANTON, CA
Phone
(650) 572-9611
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-01-29
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
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.
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