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Original filing (PDF)20250616145503NAL0001702048001
BOARD OF TRUSTEES, MONTEBELLO TEACHERS ASSOCIATION
Form 5500
FILING_RECEIVED
MONTEBELLO TEACHERS ASSOCIATION RETIREE SUPPLEMENTAL HEALTH PLAN
Health & welfare plan
Signals · 2
~128 bps in Sched C feesNo recordkeeper disclosed
Active participants
888
Accounts w/ balance
—
Plan assets (EOY)
$18.0M
Net assets (EOY)
$18.0M
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
- 128 bps in Schedule C fees — 342% 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, MONTEBELLO TEACHERS ASSOCIATION.
Plan sponsor
Name
BOARD OF TRUSTEES, MONTEBELLO TEACHERS ASSOCIATION
DBA
RETIREE SUPPLEMENTAL HEALTH PLAN
EIN
95-4134329
Address
3530 CAMINO DEL RIO N STE 110 · SAN DIEGO, CA · 92108
Phone
(800) 886-7559
Industry
Educational Servicessee all
Plan administrator
Name
DAVID NAVAR
EIN
95-4134329
City
MONTEBELLO, CA
Phone
(323) 722-5005
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-16
Welfare benefit codes
4A · Health (other than dental or vision)
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COAST BENEFITS | 33-0670046 | — | NONE | $78K | — |
| VERUS | 91-1320111 | — | NONE | $71K | — |
| REAL & LETSON | 94-0701048 | — | NONE | $42K | — |
| U.S. BANK | 31-0841368 | — | NONE | $22K | — |
| ASH W. SHENOUDA, CPA | 84-4515821 | — | NONE | $16K | — |
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.