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Original filing (PDF)20250507121507NAL0010575777001
BOARD OF TRUSTEES IBEW LOCAL 17 HEALTH AND WELFARE FUND
Form 5500
FILING_RECEIVED
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 17 HEALTH & WELFARE FUND
Health & welfare plan
Signals · 3
~106 bps in Sched C feesNo recordkeeper disclosed12 service providers
Active participants
2,683
Accounts w/ balance
—
Plan assets (EOY)
$107.8M
Net assets (EOY)
$88.4M
How this plan invests
This plan
5 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
- 106 bps in Schedule C fees — 955% above peer band of 10 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 IBEW LOCAL 17 HEALTH AND WELFARE FUND.
Plan sponsor
Name
BOARD OF TRUSTEES IBEW LOCAL 17 HEALTH AND WELFARE FUND
EIN
23-7080551
Address
700 TOWER DRIVE STE 300 · TROY, MI · 48099
Phone
(248) 813-9800
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Name
BENESYS, INC.
EIN
38-2383171
City
TROY, MI
Phone
(248) 813-9800
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-07
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
BULTYNCK & CO., P.L.L.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC. | 38-2383171 | TROY, MI | NONE | $416K | — |
| HINES & ASSOCIATES | 36-3545085 | ELGIN, IL | NONE | $273K | — |
| ZELIS | 86-0217882 | ST. LOUIS, MO | NONE | $182K | — |
| LAW OFFICE OF JEFFREY M. LESSER | 38-3033865 | FARMINGTON HILLS, MI | NONE | $96K | — |
| STEFANSKY, HOLLOWAY & NICHOLS | 38-2388845 | NORTHVILLE, MI | NONE | $48K | — |
| COMERICA BANK | 42-1741646 | DETROIT, MI | NONE | $30K | — |
| AMERICAN GRAPHICS PRINTING CO. | 38-2090931 | CLINTON TOWNSHIP, MI | NONE | $29K | — |
| BULTYNCK & CO., P.L.L.C. | 20-3920878 | CLINTON TOWNSHIP, MI | NONE | $20K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | NEW YORK, NY | NONE | $18K | — |
| EBIX, INC. | 77-0021975 | JOHNS CREEK, GA | NONE | $12K | — |
| UNITED ACTUARIAL SERVICES, INC. | 35-2156428 | CARMEL, IN | NONE | $9K | — |
| FH GROUP CORP. | — | BOULDER, CO | NONE | $5K | — |
Investments
5 pooled funds· $92.3M(86% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LARGE CAP INDEX FUND COMERICA BANK & TRUST, N.A. · EIN 36-7726328 / PN 001 | Common Collective Trust | $40.0M | 37.1% |
| AGGREGATE BOND INDEX FUND COMERICA BANK & TRUST, N.A. · EIN 30-6632982 / PN 001 | Common Collective Trust | $32.6M | 30.2% |
| INTERMEDIATE GOVERNMENT BOND INDEX COMERICA BANK & TRUST, N.A. · EIN 38-6727244 / PN 001 | Common Collective Trust | $15.8M | 14.7% |
| MIDCAP INDEX FUND COMERICA BANK & TRUST, N.A. · EIN 36-7725875 / PN 001 | Common Collective Trust | $2.7M | 2.5% |
| SMALL CAP INDEX FUND COMERICA BANK & TRUST, N.A. · EIN 37-6677894 / PN 001 | Common Collective Trust | $1.2M | 1.1% |