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Original filing (PDF)20251024152451NAL0001836483001
BOARD OF TRUSTEES-HEALTH & WELFARE FUND IBEW LOCAL 96
Form 5500
FILING_RECEIVED
HEALTH & WELFARE FUND IBEW LOCAL 96
Health & welfare plan
Signals · 3
~192 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
291
Accounts w/ balance
—
Plan assets (EOY)
$12.1M
Net assets (EOY)
$11.8M
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
- 192 bps in Schedule C fees — 561% 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-HEALTH & WELFARE FUND IBEW LOCAL 96.
Plan sponsor
Name
BOARD OF TRUSTEES-HEALTH & WELFARE FUND IBEW LOCAL 96
DBA
96
EIN
04-2177839
Address
ASSOCIATED ADMINISTRATORS · 911 RIDGEBROOK ROAD · SPARKS, MD · 211526966
Phone
(203) 269-7741
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-24
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $102K | — |
| SEGAL ROITMAN, LLP | 04-2489114 | — | NONE | $40K | — |
| DELTA DENTAL OF MA | 04-6143185 | — | NONE | $24K | — |
| SEGAL CONSULTING GROUP | 06-0839113 | — | NONE | $20K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $12K | — |
| INTERCONTINENTAL REAL ESTATE | 11-3786306 | — | NONE | $11K | — |
| MODERN ASSISTANCE | — | QUINCY, MA | NONE | $11K | — |
| SEGAL MARCO | 13-2626110 | — | NONE | $7K | — |
| THE ANGELL GROUP | 04-2530412 | — | 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.