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Original filing (PDF)20250716131741NAL0002436611001
CALIFORNIA METALS COALITION
Form 5500
FILING_RECEIVED
CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 4
56% in single holding~6525 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
1,230
Accounts w/ balance
—
Plan assets (EOY)
$1.5M
Net assets (EOY)
$695K
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "Wells Fargo Bank, N.A. Money Market Account" is 56% of plan.
- 6525 bps in Schedule C fees — 12448% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALIFORNIA METALS COALITION.
Plan sponsor
Name
CALIFORNIA METALS COALITION
EIN
95-4609615
Address
2941 W WARREN LANE · EL DORADO HILLS, CA · 95762
Phone
(916) 933-3075
Industry
Finance & Insurancesee all
Plan administrator
Name
THE BOARD OF TRUSTEES TIMOTHY J GALLAGHER PLAN ADMIN
EIN
88-4189641
City
PHOENIX, AZ
Phone
(602) 257-9119
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-16
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BEN SERV INC | 94-3015711 | — | BROKER | $577K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | 45-0250958 | — | AUDITOR | $29K | — |
Legal counsel
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KAMMERER & COMPANY INC | 47-4834090 | — | LEGAL | $48K | — |
| EMPLOYEE BENEFITS LAW GRP | 68-0195995 | — | LEGAL | $11K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARTHUR J GALLAGHER US | 88-4189641 | — | ADMINISTRATOR | $323K | — |
| PIXA | 93-0825523 | — | PRINTING | $6K | — |
Investments
2 direct securities· $1.4M(91% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Wells Fargo Bank, N.A. Money Market Account | — | — | $785K | $785K | 51.4% | |
| Wells Fargo Bank, N.A. Stagecoach Sweep - Repurchase Agreement Investment | — | — | $610K | $610K | 40.0% |