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Original filing (PDF)20250404155510NAL0012069281001
BOARD OF TRUSTEES, OPERATING ENGINEERS VACATION-
Form 5500
FILING_RECEIVED
OPERATING ENGINEERS VACATION-HOLIDAY SAVINGS TRUST
Health & welfare plan
Signals · 2
~272 bps in Sched C feesNo recordkeeper disclosed
Active participants
14,953
Accounts w/ balance
—
Plan assets (EOY)
$26.9M
Net assets (EOY)
$6.7M
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
- 272 bps in Schedule C fees — 839% 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, OPERATING ENGINEERS VACATION-.
Plan sponsor
Name
BOARD OF TRUSTEES, OPERATING ENGINEERS VACATION-
DBA
HOLIDAY SAVINGS TRUST
EIN
95-6067144
Address
100 CORSON ST STE 100 · PASADENA, CA · 91103
Phone
(626) 356-1000
Industry
Constructionsee 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
2025-04-04
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPERATING ENGINEERS FUNDS, INC. | 95-2694167 | — | ADMIN REIMB. | $632K | — |
| LAQUER URBAN CLIFFORD & HODGE LLP | 95-4047729 | — | NONE | $60K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $31K | — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | — | 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.
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