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Original filing (PDF)20250616120923NAL0000483859001
IBEW 325 JOINT TRUST FUND
Form 5500
FILING_RECEIVED
LOCAL 325 JOINT TRUST FUND
Health & welfare plan
Signals · 3
~162 bps in Sched C feesNo recordkeeper disclosed14 service providers
Active participants
269
Accounts w/ balance
—
Plan assets (EOY)
$31.7M
Net assets (EOY)
$31.3M
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
- 162 bps in Schedule C fees — 459% above peer band of 29 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 IBEW 325 JOINT TRUST FUND.
Plan sponsor
Name
IBEW 325 JOINT TRUST FUND
EIN
15-0626264
Address
142 CORPORATE DRIVE · BINGHAMTON, NY · 13904
Phone
—
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-16
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
D'ARCANGELO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC. | 39-1995276 | SYRACUSE, NY | CLAIMS PROCESSING | $154K | — |
| AMBER LOPICCOLO | 15-0626264 | BINGHAMTON, NY | EMPLOYEE | $73K | — |
| MANNING & NAPIER | 16-0995736 | FAIRPORT, NY | NONE | $67K | — |
| BLITMAN AND KING | 16-1047304 | SYRACUSE, NY | NONE | $44K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | CHICAGO, IL | NONE | $35K | — |
| BOLTON PARTNERS NORTHEAST, INC | 27-3666661 | TRENTON, NJ | NONE | $29K | — |
| KEENAN & ASSOCIATES | 95-2798626 | TORRANCE, CA | NONE | $25K | — |
| D'ARCANGELO & CO., LLP | 13-2550103 | UTICA, NY | NONE | $17K | — |
| LORRAINE TYLER | 15-0626264 | BINGHAMTON, NY | EMPLOYEE | $17K | — |
| JOSEPH W. MCCARTHY | 16-1120588 | BALDWINSVILLE, NY | NONE | $16K | — |
| INVESTMENT PERFORMANCE SERVICES, LL | — | SAVANNAH, GA | NONE | $14K | — |
| TELEDOC | — | PURCHASE, NY | NONE | $14K | — |
| PRINCIPAL | 41-6257133 | SAN FRANCISCO, CA | NONE | $8K | — |
| LABOR FIRST, LLC | 06-1750191 | MOUNT LAURET, NJ | NONE | $0 | — |
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.
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