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Original filing (PDF)20250415112539NAL0001456739005
BOARD OF TRUSTEES, LOS ANGELES MACHINIST BENEFIT TRUST
Form 5500
FILING_RECEIVED
LOS ANGELES MACHINIST BENEFIT TRUST
Health & welfare plan
Signals · 3
~593 bps in Sched C feesNo recordkeeper disclosed10 service providers
Active participants
1,076
Accounts w/ balance
—
Plan assets (EOY)
$18.1M
Net assets (EOY)
$17.4M
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
- 593 bps in Schedule C fees — 1944% 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 BOARD OF TRUSTEES, LOS ANGELES MACHINIST BENEFIT TRUST.
Plan sponsor
Name
BOARD OF TRUSTEES, LOS ANGELES MACHINIST BENEFIT TRUST
EIN
95-2755074
Address
3313 VINCENT RD STE 216 · PLEASANT HILL, CA · 94523
Phone
(925) 954-1439
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORCORAN ADMINISTRATORS | 27-5364514 | — | NONE | $516K | — |
| RAEL AND LETSON | 94-1701048 | — | NONE | $226K | — |
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $127K | — |
| BLUE CROSS | 94-2822302 | — | NONE | $52K | — |
| CIGNA - DENTAL PPO | 59-1031071 | — | NONE | $43K | — |
| GILBERT & SACKMAN, A LAW CORP. | 95-2906951 | — | NONE | $28K | — |
| MICHAEL SUROWITZ COMPLIANCE VERIFIC | 26-2336426 | — | NONE | $23K | — |
| SCOTT CAPITAL ADVISORS | 84-4636104 | — | NONE | $20K | — |
| NAVITUS | — | APPLETON, WI | NONE | $19K | — |
| VISION SERVICE PREMIUM | 94-1632821 | — | NONE | $19K | — |
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.