Back to filter
Original filing (PDF)20250710124749NAL0005533761001
BOARD OF TRUSTEES OF THE DENTAL BENEFIT PLAN OF THE ELEVATOR IND
Form 5500
FILING_RECEIVED
DENTAL BENEFIT PLAN OF THE ELEVATOR INDUSTRY
Health & welfare plan
Signals · 3
~752 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
1,667
Accounts w/ balance
—
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.0M
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
- 752 bps in Schedule C fees — 1346% 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 DENTAL BENEFIT PLAN OF THE ELEVATOR IND.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE DENTAL BENEFIT PLAN OF THE ELEVATOR IND
EIN
11-5219005
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
508
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-10
Welfare benefit codes
4D · Dental
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOINT INDUSTRY BOARD | 13-0891035 | — | PLAN ADMINISTRATOR | $149K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. | 23-7391136 | — | NONE | $67K | — |
| MILLIMAN | 91-0675641 | — | NONE | $12K | — |
| DD SERVICES INC. | 11-2705347 | — | NONE | $10K | — |
| DEUTSCH BANK | 13-6065488 | — | NONE | $8K | — |
| STATE STREET BANK & TRUST COMPANY | 04-1867445 | — | NONE | $426 | — |
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.