Original filing (PDF)20250414085002NAL0002865472001

BOARD OF TRUSTEES OF DENTAL BENEFIT FUND OF THE ELECTRICAL INDUSTRY

Name: BOARD OF TRUSTEES OF DENTAL BENEFIT FUND OF THE ELECTRICAL INDUSTRY — DENTAL BENEFIT FUND OF THE ELECTRICAL INDUSTRY, Form 5500 (2023)
Creator: BOARD OF TRUSTEES OF DENTAL BENEFIT FUND OF THE ELECTRICAL INDUSTRY

Form 5500

FILING_RECEIVED

DENTAL BENEFIT FUND OF THE ELECTRICAL INDUSTRY

Health & welfare plan

Signals · 3

~358 bps in Sched C feesNo recordkeeper disclosed9 service providers

Active participants

13,799

Accounts w/ balance

—

Plan assets (EOY)

$66.0M

Net assets (EOY)

$61.8M

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 BOARD OF TRUSTEES OF DENTAL BENEFIT FUND OF THE ELECTRICAL INDUSTRY.

Plan sponsor

Name

BOARD OF TRUSTEES OF DENTAL BENEFIT FUND OF THE ELECTRICAL INDUSTRY

EIN

11-2585905

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

507

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-14

Welfare benefit codes

4D · Dental

Audit & trust (Schedule H)

Auditor

RSM US LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

9 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOINT INDUSTRY BOARD	13-0891035	—	PLAN ADMINISTRATOR	$1.1M	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPIRE HEALTHCHOICE ASSURANCE, INC.	23-7391136	—	NONE	$949K	—
DD SERVICES, INC.	11-2705347	—	NONE	$156K	—
INSIGHT NORTH AMERICA LLC	82-0983489	—

Investments

1 pooled fund· $10.7M(16% 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
LONGVIEW BROAD MARKET 3000 INDEX FU AMALGAMATED BANK · EIN 46-2044954 / PN 020	Common Collective Trust	$10.7M	16.3%

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