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Original filing (PDF)20251013120201NAL0001173409004
BOARD OF TRUSTEES OF IBEW
Form 5500
FILING_RECEIVED
IBEW EASTERN STATES HEALTH & BENEFITS FUND
Health & welfare plan
Active participants
7
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF IBEW.
Plan sponsor
Name
BOARD OF TRUSTEES OF IBEW
DBA
EASTERN STATES HEALTH & BENEFIT FD
EIN
14-6030541
Address
1 HUDSON CITY CENTRE · SUITE 204 · HUDSON, NY · 12534
Phone
(518) 828-1565
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Welfare benefit codes
4A · Health (other than dental or vision)
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY ADVISORS, INC. | 14-1555429 | HUDSON, NY | NONE | $21K | — |
| HOLM & OHARA LLP | 13-3591118 | NEW YORK, NY | NONE | $17K | — |
| BPAS ACTUARIAL & PENSION SERVICES | — | SYRACUSE, NY | NONE | $14K | — |
| GOULD, KOBRICK, & SCHLAPP | 13-3082707 | NEW YORK, NY | NONE | $6K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | NONE | $2K | — |
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.