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Original filing (PDF)20250710115953NAL0005496369001
BOARD OF TRUSTEES OF THE CLOTHING AND TOOL PLAN OF THE ELECTRICAL IND
Form 5500
FILING_RECEIVED
CLOTHING AND TOOL PLAN OF THE ELECTRICAL INDUSTRY
Health & welfare plan
Signals · 2
~474 bps in Sched C feesNo recordkeeper disclosed
Active participants
11,608
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.1M
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
- 474 bps in Schedule C fees — 812% 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 THE CLOTHING AND TOOL PLAN OF THE ELECTRICAL IND.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE CLOTHING AND TOOL PLAN OF THE ELECTRICAL IND
EIN
11-3105790
Address
158-11 HARRY VAN ARSDALE JR. AVE · 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
511
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-10
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOINT INDUSTRY BOARD | 13-0891035 | — | PLAN ADMINSTRATOR | $30K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEUTSCHE BANK | 13-6065488 | — | NONE | $14K | — |
| COHEN WEISS AND SIMON LLP | 13-1592323 | — | NONE | $12K | — |
| STATE STREET BANK & TRUST COMPANY | 04-1867445 | — | NONE | $413 | — |
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.