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Original filing (PDF)20250710141533NAL0008764112001
BOARD OF TRUSTEES OF THE ANNUITY PLAN OF THE ELECTRICAL INDUSTRY
Form 5500
FILING_RECEIVED
ANNUITY PLAN OF THE ELECTRICAL INDUSTRY
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed18 service providers
Active participants
18,200
Accounts w/ balance
40,310
Plan assets (EOY)
$2.2B
Net assets (EOY)
$2.2B
How this plan invests
This plan
9 collective trusts
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)
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
- 28 bps in Schedule C fees — 463% above peer band of 5 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 ANNUITY PLAN OF THE ELECTRICAL INDUSTRY.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE ANNUITY PLAN OF THE ELECTRICAL INDUSTRY
EIN
13-6123600
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
003
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-10
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
18 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOINT INDUSTRY BOARD | 13-0891035 | — | PLAN ADMINISTRATOR | $3.9M | — |
Other
17| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEIX INVESTMENTS ADVISORS LLC | 95-4191764 | — | NONE | $338K | — |
| ASB CAPITAL MANAGEMENT LLC | 80-0618452 | — | NONE | $298K | — |
| PGIM, INC. | 22-2540245 | — | NONE | $296K | — |
| BLACKROCK INSTITUTIONAL TRUST CO NA | 94-3112180 | — | NONE | $281K | — |
| STATE STREET BANK & TRUST CO | 04-1867445 | — | NONE | $253K | — |
| NEW YORK LIFE INSURANCE CO | 13-5582869 | — | NONE | $218K | — |
| PRINCIPAL GLOBAL INVESTORS LLC | 42-1520348 | — | NONE | $201K | — |
| INSIGHT NORTH AMERICA LLC | 82-0983489 | — | NONE | $150K | — |
| H&H GRAPHIC PRINTING COMMUNICATIONS | 27-0771521 | — | NONE | $99K | — |
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | NONE | $69K | — |
| SEGAL MARCO | 13-2646110 | — | NONE | $39K | — |
| DEUTSCHE BANK | 13-6065488 | — | NONE | $27K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $15K | — |
| SOVOS COMPLIANCE LLC | 46-1379693 | — | NONE | $14K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $6K | — |
| EMPOWER RETIREMENT LLC | 84-1233483 | — | NONE | $6K | — |
| COHEN WEISS AND SIMON LLP | 13-1592323 | — | NONE | $6K | — |
Investments
9 pooled funds· $870.7M(39% 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.
Common Collective Trust
$836.9M
8 holdings
103-12 Investment Entity
$33.8M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| IBEW-NECA EQUITY INDEX FUND CHEVY CHASE TRUST COPMANY · EIN 31-1772714 / PN 003 | Common Collective Trust | $323.4M | 14.6% |
| SS UN LABOR RUSSELL 3000 INDEX CTF STATE STREET · EIN 86-1959749 / PN 001 | Common Collective Trust | $137.0M | 6.2% |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | $114.3M | 5.2% |
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $73.9M | 3.3% |
| RUSSELL 2000 ALPHA TILTS FUND BLACKROCK INSTITUTIONAL TRUST COMPANY NA · EIN 94-3123057 / PN 001 | Common Collective Trust | $58.2M | 2.6% |
| LONGVIEW MIDCAP 400 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 011 | Common Collective Trust | $55.7M | 2.5% |
| AFL CIO BUILDING INVESTMENT TRUST PNC BANK, NA · EIN 52-6328901 / PN 001 | Common Collective Trust | $42.8M | 1.9% |
| ULLICO INFRASTRUCTURE TAX-EXEMPT FU ULLICO INVESTMENT ADVISORS · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | $33.8M | 1.5% |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COPMANY · EIN 52-6257033 / PN 006 | Common Collective Trust | $31.7M | 1.4% |