Back to filter
Original filing (PDF)20250414161719NAL0000869395005
BOARD OF TRUSTEES SO CA SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & WEL
Form 5500
FILING_RECEIVED
SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST
Health & welfare plan
Signals · 3
~413 bps in Sched C feesNo recordkeeper disclosed12 service providers
Active participants
1,390
Accounts w/ balance
—
Plan assets (EOY)
$22.6M
Net assets (EOY)
$21.8M
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
- 413 bps in Schedule C fees — 1325% 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 SO CA SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & WEL.
Plan sponsor
Name
BOARD OF TRUSTEES SO CA SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & WEL
EIN
95-3248029
Address
1050 LAKES DRIVE #120 · WEST COVINA, CA · 91780
Phone
(626) 646-1090
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
2025-04-14
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
HENNINGFIELD & ASSOCIATES, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS ADMINISTRATORS, INC. | 38-2383171 | — | NONE | $416K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $121K | — |
| ANTHEM BLUE CROSS | 95-4331852 | — | NONE | $98K | — |
| HORIZON ACTUARIAL SERVICES | 26-1370698 | — | NONE | $79K | — |
| SEYFARTH SHAW LLP | 36-2152202 | — | NONE | $51K | — |
| WOHLNER KAPLON CUTLER HALFORD & ROS | 83-2856417 | — | NONE | $39K | — |
| UPRISE HEALTH (FORMERLY HMC) | 75-3189468 | — | NONE | $30K | — |
| OPTUMRX, INC. | 33-0441200 | — | NONE | $27K | — |
| HENNINGFIELD & ASSOCIATES, INC. | 54-2189926 | — | NONE | $26K | — |
| VISION SERVICE PLAN | 94-1632821 | — | NONE | $22K | — |
| UNION BANK | 94-0304288 | — | NONE | $14K | — |
| SOUTHWEST MONEY MANAGEMENT | 95-6055492 | — | NONE | $10K | — |
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.