Back to filter
Original filing (PDF)20251015140200NAL0002413235006
THE BOARD OF TRUSTEES FOR LABOR
Form 5500
FILING_RECEIVED
LABOR MANAGEMENT UNIVERSAL HEALTH BENEFITS TRUST
Health & welfare plan
Signals · 3
~593 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
325
Accounts w/ balance
—
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.0M
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
- 593 bps in Schedule C fees — 1041% 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 THE BOARD OF TRUSTEES FOR LABOR.
Plan sponsor
Name
THE BOARD OF TRUSTEES FOR LABOR
EIN
95-6975448
Address
1055 PARK VIEW DRIVE · SUITE 111 · COVINA, CA · 91724
Phone
(626) 279-3013
Industry
Manufacturingsee all
Plan administrator
Name
THE BOARD OF TRUSTEES FOR LABOR
EIN
95-6975448
City
COVINA, CA
Phone
(626) 279-3013
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
DAVID BRODY &CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACIFIC SOUTHWEST ADMINISTRATORS | 46-4942970 | COVINA, CA | NONE | $92K | — |
| HANEY & SHAH LLP | 26-4391858 | LOS ANGELES, CA | NONE | $53K | — |
| RAEL & LETSON | 94-1701048 | PASADENA, CA | NONE | $47K | — |
| EIDE BAILLY LLP | 95-6975448 | MENLO PARK, CA | NONE | $33K | — |
| CITIZENS BUSINESS BANK | 95-6806148 | ONTARIO, CA | NONE | $18K | — |
| DAVID BRODY & CO | 95-4778275 | CERRITOS, CA | NONE | $17K | — |
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.