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Original filing (PDF)20260115191044NAL0019108400001
BOARD OF TRUSTEES OF THE CCPOA BENEFIT TRUST FUND
Form 5500
FILING_RECEIVED
CCPOA BENEFIT TRUST FUND WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 4
1 failed disclosure~604 bps in Sched C feesNo recordkeeper disclosed65 service providers
Active participants
26,876
Accounts w/ balance
—
Plan assets (EOY)
$95.2M
Net assets (EOY)
$91.5M
How this plan invests
This plan
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
85
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 604 bps in Schedule C fees — 3674% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF THE CCPOA BENEFIT TRUST FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE CCPOA BENEFIT TRUST FUND
EIN
94-6459649
Address
2515 VENTURE OAKS WAY, SUITE 200 · SACRAMENTO, CA · 95833
Phone
(916) 779-6300
Industry
Public Administrationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-15
Welfare benefit codes
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4G · Prepaid Legal
4Q · Other
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
65 rowsTrustee
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT GARCIA | 94-6459649 | — | TRUSTEE | $10K | — |
| CHRISTOPHER GALLYER | 94-6459649 | — | TRUSTEE | $8K | — |
Other
63| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $315K | — |
| BENJAMIN SYBESMA | 94-6459649 | — | EMPLOYEE | $307K | — |
| GUADALUPE RUIZ | 94-6459649 | — | EMPLOYEE | $286K | — |
| DANIEL BEAMAN | 94-6459649 | — | EMPLOYEE | $275K | — |
| JAMES BAUMILLER | 94-6459649 | — | EMPLOYEE | $240K | — |
| SHANA POWELL | 94-6459649 | — | EMPLOYEE | $174K | — |
| PETER SANDS | 94-6459649 | — | EMPLOYEE | $157K | — |
| JORDAN BARGAS | 94-6459649 | — | EMPLOYEE | $147K | — |
| ANGELA MURILLO | 94-6459649 | — | EMPLOYEE | $145K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $139K | — |
| TRUCKER HUSS, APC | 94-3216063 | — | NONE | $137K | — |
| SELLWOOD CONSULTING LLC | 80-0827237 | — | NONE | $134K | — |
| KATHRYN KNIGHT | 94-6459649 | — | EMPLOYEE | $131K | — |
| JOTI CHAND | 94-6459649 | — | EMPLOYEE | $128K | — |
| LYNN NOLAND | 94-6459649 | — | EMPLOYEE | $122K | — |
| MICHAEL JUAREZ | 94-6459649 | — | EMPLOYEE | $122K | — |
| CADEE OHANESIAN | 94-6459649 | — | EMPLOYEE | $118K | — |
| AMY LIVINGSTONE | 94-6459649 | — | EMPLOYEE | $117K | — |
| MELISSA GRANDY | 94-6459649 | — | EMPLOYEE | $117K | — |
| SHALLY SINGH | 94-6459649 | — | EMPLOYEE | $116K | — |
| KEVIN SMALLEY | 94-6459649 | — | EMPLOYEE | $115K | — |
| MARIETTA TANGUILEG | 94-6459649 | — | EMPLOYEE | $112K | — |
| VERONICA SAMPSON | 94-6459649 | — | EMPLOYEE | $112K | — |
| ZELIS PAYMENTS HOLDINGS, LLC | 84-3069529 | — | NONE | $112K | — |
| STEVEN HALL | 94-6459649 | — | EMPLOYEE | $110K | — |
| GERROLD EATON | 94-6459649 | — | EMPLOYEE | $109K | — |
| TONI VENEGAS | 94-6459649 | — | EMPLOYEE | $104K | — |
| MELISSA ORTIZ | 94-6459649 | — | EMPLOYEE | $104K | — |
| HYSSOP INC | 38-4166792 | — | NONE | $98K | — |
| TERESA CONDON | 94-6459649 | — | EMPLOYEE | $98K | — |
| COLBEY GONSAVLES | 94-6459649 | — | EMPLOYEE | $94K | — |
| JA'NICE CARLEY | 94-6459649 | — | EMPLOYEE | $94K | — |
| NESTOR FARIAS | 94-6459649 | — | EMPLOYEE | $89K | — |
| KAILYNN NEWSON | 94-6459649 | — | EMPLOYEE | $86K | — |
| PITNEY BOWES | — | BOSTON, MA | NONE | $82K | — |
| ASHLEY ALLEN | 94-6459649 | — | EMPLOYEE | $81K | — |
| MEREDITH KING | 94-6459649 | — | EMPLOYEE | $74K | — |
| TAKI BRANDON | 94-6459649 | — | EMPLOYEE | $72K | — |
| PASHILA LY | 94-6459649 | — | EMPLOYEE | $69K | — |
| PREMIER PRINT & MAIL | — | SACRAMENTO, CA | NONE | $53K | — |
| THE SEGAL COMPANY (WESTERN STATES) | 94-1503999 | — | NONE | $48K | — |
| SOFTCHOICE CORPORATION | — | NEW YORK, NY | NONE | $40K | — |
| JESSICA RILEY | 94-6459649 | — | EMPLOYEE | $36K | — |
| RING CENTRAL INC | — | BELMONT, CA | NONE | $33K | — |
| R.G. BUILDING MAINTENANCE | — | SACRAMENTO, CA | NONE | $33K | — |
| LORETTA DOOLEY | 94-6459649 | — | EMPLOYEE | $32K | — |
| BLYTHECO INC | 33-0784232 | — | NONE | $29K | — |
| SHEPPARD MULLIN RICHTER & HAMPTON | 95-1463164 | — | NONE | $19K | — |
| CARSON LANDSCAPE INDUSTRIES | — | SACRAMENTO, CA | NONE | $19K | — |
| NORTHWEST PLAN SERVICES | 91-2090931 | — | NONE | $17K | — |
| ARMIN INNOVATIVE PRODUCTS | — | DIGHTON, MA | NONE | $16K | — |
| AIR SYSTEMS SERVICE COMPANY | — | SACRAMENTO, CA | NONE | $16K | — |
| ADP | 95-1463164 | — | NONE | $15K | — |
| PACIFIC OFFICE AUTOMATION | — | BEAVERTON, OR | NONE | $13K | — |
| CONSOLIDATED COMMUNICATIONS | — | SACRAMENTO, CA | NONE | $13K | — |
| MICROSOFT | — | SACRAMENTO, CA | NONE | $13K | — |
| CHARLES SCHWAB | 94-1737782 | — | NONE | $11K | — |
| COMMERCE PRINTING | 61-0168958 | — | NONE | $9K | — |
| SIERRA OFFICE PRODUCTS | — | SACRAMENTO, CA | NONE | $8K | — |
| PROFESSIONAL MARKETING SERVICES | — | STRATFORD, CT | NONE | $6K | — |
| ALLSTREAM BUSINESS US, INC. | — | CHICAGO, IL | NONE | $6K | — |
| DELTA PRINT GROUP LLC | — | SACRAMENTO, CA | NONE | $5K | — |
| SEGAL SELECT INSURANCE SERVICES INC | 46-0619194 | — | NONE | $0 | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| HYSSOP INC | THE SERVICE PROVIDER DID NOT PROVIDE AMOUNT OF INDIRECT COMPENSATION RECEIVED, IF ANY. |
Investments
13 direct securities· $79.5M(83% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD SHORT TERM BOND FUND MUTUAL FUND N/A | — | — | $12.1M | $15.1M | 15.8% | |
| Interest-bearing Cash WESTAMERICA BANK INTEREST BEARING CHECKING N/A 0.45% N/A | — | — | $15.0M | $15.0M | 15.8% | |
| VANGUARD SHORT TERM INFLATION MUTUAL FUND N/A | — | — | $11.8M | $12.0M | 12.7% | |
| PAYDEN LOW DURATION BOND FUND MUTUAL FUND N/A | — | — | $7.5M | $7.5M | 7.9% | |
| VANGUARD INTL STOCK FUND MUTUAL FUND N/A | — | — | $5.4M | $6.5M | 6.8% | |
| Registered Investment Companies AQR MANAGED FUTURES MUTUAL FUND N/A | — | — | $4.3M | $4.5M | 4.7% | |
| VANGUARD TOTAL BOND MARK MUTUAL FUND N/A | — | — | $4.1M | $3.7M | 3.8% | |
| DODGE & COX INCOME MUTUAL FUND N/A | — | — | $3.5M | $3.7M | 3.8% | |
| SCHWAB FUNDAMENTAL US LA MUTUAL FUND N/A | — | — | $3.6M | $3.6M | 3.8% | |
| VANGUARD TOTAL STOCK FUND MUTUAL FUND N/A | — | — | $2.2M | $3.5M | 3.7% | |
| BLACKROCK MULTI-ASSET INCOME FUND MUTUAL FUND N/A | — | — | $2.3M | $2.2M | 2.3% | |
| PIMCO ALL ASSET MUTUAL FUND N/A | — | — | $2.3M | $2.2M | 2.3% | |
| CHARLES SCHWAB SWEEP INTEREST BEARING SWEEP N/A 0.05% N/A | — | — | $5K | $5K | <0.1% |