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Original filing (PDF)20251217142504NAL0001921875001
BOARD OF TRUSTEES, EMPLOYERS' - WAREHOUSEMEN'S
Form 5500
FILING_RECEIVED
EMPLOYERS' - WAREHOUSEMEN'S PENSION TRUST FUND
Defined-benefit pension plan
Signals · 3
~77 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
191
Accounts w/ balance
0
Plan assets (EOY)
$89.0M
Net assets (EOY)
$88.2M
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
- 77 bps in Schedule C fees — 382% 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, EMPLOYERS' - WAREHOUSEMEN'S.
Plan sponsor
Name
BOARD OF TRUSTEES, EMPLOYERS' - WAREHOUSEMEN'S
DBA
PENSION TRUST FUND
EIN
95-2238031
Address
5625 S FIGUEROA ST · LOS ANGELES, CA · 90037
Phone
(323) 751-5178
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-12-17
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 95-1503999 | — | NONE | $176K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $137K | — |
| EMPLOYEE 1 | 95-2238031 | — | NONE | $114K | — |
| EMPLOYEE 2 | 95-2238031 | — | NONE | $93K | — |
| SELLWOOD CONSULTING LLC | 80-0827237 | — | NONE | $57K | — |
| COMERICA BANK | 42-1741646 | — | NONE | $43K | — |
| GILBERT & SACKMAN | 95-2906951 | — | NONE | $40K | — |
| ADVANCED COMPUTER CARE | 71-0937865 | — | NONE | $27K | — |
| RETIREE | 95-2238031 | — | NONE | $0 | — |
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.