Original filing (PDF)20250710131746NAL0003518371001

BD OF TR OF THE ADDITIONAL SECURITY BENEFITS PL OF THE ELECTRICAL IND

Name: BD OF TR OF THE ADDITIONAL SECURITY BENEFITS PL OF THE ELECTRICAL IND — ADDITIONAL SECURITY BENEFITS PLAN OF THE ELECTRICAL INDUSTRY, Form 5500 (2023)
Creator: BD OF TR OF THE ADDITIONAL SECURITY BENEFITS PL OF THE ELECTRICAL IND

Form 5500

FILING_RECEIVED

ADDITIONAL SECURITY BENEFITS PLAN OF THE ELECTRICAL INDUSTRY

Health & welfare plan

Signals · 2

No recordkeeper disclosed10 service providers

Active participants

950

Accounts w/ balance

—

Plan assets (EOY)

$354.1M

Net assets (EOY)

$349.2M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BD OF TR OF THE ADDITIONAL SECURITY BENEFITS PL OF THE ELECTRICAL IND.

Plan sponsor

Name

BD OF TR OF THE ADDITIONAL SECURITY BENEFITS PL OF THE ELECTRICAL IND

EIN

11-2212659

Address

158-11 HARRY VAN ARSDALE JR. AVENUE · FLUSHING, NY · 11365

Phone

(718) 591-2000

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Name

JOINT INDUSTRY BOARD OF THE ELECTRICAL INDUSTRY

EIN

13-0891035

City

FLUSHING, NY

Phone

(718) 591-2000

Plan characteristics

Plan number

506

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-10

Welfare benefit codes

4C · Supplemental Unemployment

Audit & trust (Schedule H)

Auditor

RSM US LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

10 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOINT INDUSTRY BOARD	13-0891035	—	PLAN ADMINISTRATOR	$1.2M	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASB CAPITAL MANAGEMENT LLC	80-0618452	—	NONE	$145K	—
SEIX INVESTMENTS ADVISORS LLC	95-4191764	—	NONE	$83K	—
ALLIANT INSURANCE	33-0785439	—

Investments

1 pooled fund· $15.5M(4% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006	Common Collective Trust	$15.5M	4.4%

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