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Original filing (PDF)20250729144540NAL0001409779001
BOARD OF TRUSTEES OF IBEW LOCAL 25 VACATION AND HOLIDAY TRUST FUND
Form 5500
FILING_RECEIVED
I.B.E.W. LOCAL 25 VACATION AND HOLIDAY TRUST FUND
Health & welfare plan
Signals · 2
~118 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,936
Accounts w/ balance
—
Plan assets (EOY)
$4.0M
Net assets (EOY)
$3.9M
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
- 118 bps in Schedule C fees — 127% 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 BOARD OF TRUSTEES OF IBEW LOCAL 25 VACATION AND HOLIDAY TRUST FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF IBEW LOCAL 25 VACATION AND HOLIDAY TRUST FUND
EIN
11-1730718
Address
372 VANDERBILT MOTOR PARKWAY · HAUPPAUGE, NY · 117885133
Phone
(631) 434-3344
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Welfare benefit codes
4Q · Other
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
SCHULTHEIS & PANETTIERI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsLegal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARCHER, BYINGTON, GLENNON & LEVINE | 26-0873462 | — | ATTORNEY | $11K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | NONE | $23K | — |
| M&T BANK INST'L RET SVCS | 16-0538020 | — | NONE | $13K | — |
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.