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Original filing (PDF)20250513185503NAL0018100385001
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA BAKERY &
Form 5500
FILING_RECEIVED
SOUTHERN CALIFORNIA BAKERY & CONFECTIONERY UNION AND INDUSTRY WELFARE PLAN
Health & welfare plan
Signals · 3
~799 bps in Sched C feesNo recordkeeper disclosed10 service providers
Active participants
434
Accounts w/ balance
—
Plan assets (EOY)
$8.4M
Net assets (EOY)
$6.8M
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
- 799 bps in Schedule C fees — 1437% 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 BOARD OF TRUSTEES, SOUTHERN CALIFORNIA BAKERY &.
Plan sponsor
Name
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA BAKERY &
DBA
CONFECTIONERY UNION AND INDUSTRY
EIN
95-4360512
Address
1141 HARBOR BAY PKWY STE 100 · ALAMEDA, CA · 94502
Phone
(800) 388-0508
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4E · Vision
4Q · Other
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. | 52-1590516 | — | NONE | $305K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $106K | — |
| REICH, ADELL & CVITAN | 95-3082677 | — | NONE | $82K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $61K | — |
| ANTHEM BLUE CROSS | 95-3760980 | — | NONE | $35K | — |
| IRON MOUNTAIN | 23-2588479 | — | NONE | $35K | — |
| QUEST INVESTMENT MANAGEMENT | 93-0880854 | — | NONE | $31K | — |
| EXPRESS SCRIPTS, INC. | 43-1420563 | — | NONE | $8K | — |
| CORPORATE MAIL SERVICE LLC | 46-2336568 | — | NONE | $6K | — |
| U.S. BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $5K | — |
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.