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Original filing (PDF)20251009180841NAL0016243554001
INT'L ASSN. OF FIRE FIGHTERS' LOCAL 809 PASADENA
Form 5500
FILING_RECEIVED
PASADENA FIRE FIGHTERS' ASSOCIATION BENEFIT TRUST
Health & welfare plan
Signals · 3
~195 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
159
Accounts w/ balance
—
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
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
- 195 bps in Schedule C fees — 276% 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 INT'L ASSN. OF FIRE FIGHTERS' LOCAL 809 PASADENA.
Plan sponsor
Name
INT'L ASSN. OF FIRE FIGHTERS' LOCAL 809 PASADENA
EIN
95-6059562
Address
PO BOX 5102 · PASADENA, CA · 911170102
Phone
(626) 797-5092
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
BOARD OF TRUSTEES OF THE PASADENA FIRE FIGHTERS' ASSOCIATION BENEFIT T
EIN
95-7045890
City
MUKILTEO, WA
Phone
(800) 700-6762
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
BALDWIN MOFFITT BEHM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VIMLY BENEFIT SOLUTIONS | 80-6049077 | — | ADMINISTRATOR | $72K | — |
| THE WAGNER LAW GROUP | 26-0806256 | — | NONE | $45K | — |
| PAYDEN & RYGEL | 95-3921788 | — | NONE | $19K | — |
| NEWPORT GROUP CONSULTING LLC | — | DRESHER, PA | NONE | $16K | — |
| CHERION, INC. | 52-1659394 | — | NONE | $12K | — |
| BALDWIN MOFFITT BEHM LLP | 46-4370753 | — | NONE | $9K | — |
| MARSH & MCLELLAN AGENCY LLC | — | IRVINE, CA | NONE | $8K | — |
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.