Back to filter
Original filing (PDF)20250415144719NAL0003394577005
THE 170 GROUP INSURANCE BENEFITS TRUST
Form 5500
FILING_RECEIVED
THE 170 GROUP INSURANCE BENEFITS TRUST
Health & welfare plan
Signals · 3
~572 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
638
Accounts w/ balance
—
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.1M
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
- 572 bps in Schedule C fees — 999% above peer band of 52 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 THE 170 GROUP INSURANCE BENEFITS TRUST.
Plan sponsor
Name
THE 170 GROUP INSURANCE BENEFITS TRUST
EIN
95-3136353
Address
1200 WILSHIRE BLVD. · LOS ANGELES, CA · 900171906
Phone
(562) 463-5000
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
4Q · Other
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFITS PROGRAM ADMINISTRATION | 13-2501278 | — | NONE | $136K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $46K | — |
| WOHLNER KAPLON CUTLER HALFORD ROSEN | 95-4177931 | — | NONE | $37K | — |
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $35K | — |
| NATIONAL COMPLIANCE SERVICES | 77-0547053 | — | NONE | $12K | — |
| US BANK | 31-0841368 | — | NONE | $6K | — |
| DUCENTA SQUARED ASSET MANAGEMENT | 85-0584508 | — | NONE | $6K | — |
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.