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Original filing (PDF)20250612170751NAL0016923873001
BOARD OF TRUSTEES OF THE ELECTRICAL INDUSTRY GROUP LIFE FUND
Form 5500
FILING_RECEIVED
THE ELECTRICAL INDUSTRY GROUP LIFE FUND
Health & welfare plan
Signals · 2
~897 bps in Sched C feesNo recordkeeper disclosed
Active participants
196
Accounts w/ balance
—
Plan assets (EOY)
$935K
Net assets (EOY)
$878K
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
- 897 bps in Schedule C fees — 468% above peer band of 158 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 ELECTRICAL INDUSTRY GROUP LIFE FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE ELECTRICAL INDUSTRY GROUP LIFE FUND
EIN
13-1884504
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
501
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-12
Welfare benefit codes
4B · Life Insurance
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOINT INDUSTRY BOARD | 13-0891035 | — | PLAN ADMINISTRATOR | $77K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEUTSCHE BANK | 13-6065488 | — | NONE | $6K | — |
| STATE STREET BANK & TRUST COMPANY | 04-1867445 | — | NONE | $810 | — |
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.