Original filing (PDF)20251014181546NAL0007128482003

THE BUILDING INDUSTRY ELECTRICAL CONTRACTORS ASSOCIATION, INC.

Name: THE BUILDING INDUSTRY ELECTRICAL CONTRACTORS ASSOCIATION, INC. — BUILDING TRADES ANNUITY BENEFIT FUND, Form 5500 (2024)
Creator: THE BUILDING INDUSTRY ELECTRICAL CONTRACTORS ASSOCIATION, INC.

Form 5500

FILING_RECEIVED

BUILDING TRADES ANNUITY BENEFIT FUND

Defined-contribution retirement plan

Signals · 2

No recordkeeper disclosed12 service providers

Active participants

905

Accounts w/ balance

7,092

Plan assets (EOY)

$116.4M

Net assets (EOY)

$116.3M

How this plan invests

This plan

6 pooled trusts

Schedule D

173 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

100

Total plan cost

Vendor stack

Participation health

100

Knocking points off

47 bps in Schedule C fees — 372% above peer band of 10 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BUILDING INDUSTRY ELECTRICAL CONTRACTORS ASSOCIATION, INC..

Plan sponsor

Name

THE BUILDING INDUSTRY ELECTRICAL CONTRACTORS ASSOCIATION, INC.

EIN

26-1140509

Address

1150 PORTION ROAD, SUITE 19 · HOLTSVILLE, NY · 11742

Phone

(631) 567-7600

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Name

DICKINSON GROUP, LLC

EIN

20-1241472

City

GARDEN CITY, NY

Phone

(516) 833-9300

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

CALIBRE CPA GROUP PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

12 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
ERIC OLYNIK	11-3310059	—	TRUSTEE	$28K	—
FRANK RAPPO	11-3310059	—	TRUSTEE	$28K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SLEVIN & HART, PC	52-1708613	—	NONE	$118K	—
DICKINSON GROUP LLC	20-1241472	—	NONE	$109K	—
LOOMIS SAYLES TRUST COMPANY	20-8080381	—	NONE	$76K	—
BARNES, IACCARINO & SHEPHERD, LLP	26-3858697	—	NONE	$47K	—
SAGE ADVISORY SERVICES LTD CO.	74-2798841	—	NONE	$40K	—
COSTAROTHBORT CPAS LLC	46-5286678	—	NONE	$39K	—
REYNOLDS CONSULTING SERVICES	20-1899564	—	NONE	$38K	—
CALIBRE CPA GROUP, PLLC	47-0900880	—	NONE	$25K	—
PNC BANK	22-1146430	—	NONE	$2K	—
WILMINGTON TRUST, NA	16-1486454	—	NONE	$1K	—

Investments

161 direct securities · 6 pooled funds· $209.2M(100% 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.

Uncategorized

$147.9M

161 holdings

Common Collective Trust

$61.3M

6 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
ASSETS HELD BY PNC BANK AS CUSTODIAN	—	—	$23.8M	$24.8M	21.3%
BLACKROCK EQUITY INDEX FUND WILMINGTON TRUST · EIN 20-3802168 / PN 001	Common Collective Trust	—	$9.0M	$23.5M	20.2%
date. .	—	—	—	$17.7M	15.2%
TRADES .. at.. - Quantity.. .. 16, ..	—	—	—	$17.5M	15.1%
LOOMIS SAYLES MULTISECTOR TRUST LOOMIS SAYLES TRUST COMPANY · EIN 20-8080381 / PN 701	Common Collective Trust	—	$15.4M	$16.5M	14.2%
BOYD WATTERSON BOYD WATTERSON GSA FUND LP	—	—	$11.1M	$13.3M	11.5%
BLACKROCK RUSSELL 1000 GROWTH FUND WILMINGTON TRUST · EIN 81-1025041 / PN 012	Common Collective Trust	—	$3.5M	$10.1M	8.7%
marketprice .. marketprice ..	—	—	—	$8.2M	7.0%
2024 .. Totalvalue. originalPNC. . Totalvalue. originalPNC. . TRADES .. at.. ..	—	—	—	$8.2M	7.0%
marketprice ..	—	—	—	$7.5M	6.4%
number2024 . Totalvalue.. originalPNC.. .. TRADES .. at.. ..	—	—	—	$7.4M	6.3%
SIGULER GUFF SIGULER GUFF SMALL BUYOUT OPPS FUND IV	—	—	$5.6M	$7.3M	6.3%
BLACKROCK RUSSELL 1000 VALUE INDEX WILMINGTON TRUST · EIN 81-1009614 / PN 011	Common Collective Trust	—	$2.8M	$5.2M	4.4%
CLEARBRIDGE INVESTMENT TRUST CLEARBRIDGE INTL. GROWTH PORTFOLIO	—	—	$2.1M	$3.7M	3.2%
Totalvalue. originalPNC. Totalvalue. originalPNC. TRADES .. at.. .. at..	—	—	—	$3.5M	3.0%
BLACKROCK MID CAP EQUITY INDEX FUND WILMINGTON TRUST · EIN 10-3802327 / PN 003	Common Collective Trust	—	$3.1M	$3.5M	3.0%
CRESCENT CAPITAL CRESCENT CREDIT SOLUTIONS VIII, LP	—	—	$2.8M	$2.9M	2.5%
TRADES .. at.. .. at..	—	—	—	$2.7M	2.3%
CRESCENT CAPITAL TRUST II UNLEVERED GLOBAL TRUST COMPANY · EIN 32-6471303 / PN 001	Common Collective Trust	—	$2.7M	$2.5M	2.1%
Totalvalue. originalPNC. Totalvalue.	—	—	—	$2.3M	1.9%
marketprice ..	—	—	—	$1.2M	1.1%
number2024 . Totalvalue.. originalPNC.. .. TRADES .. at.. ..	—	—	—	$1.2M	1.1%
Totalvalue..	—	—	—	$1.2M	1.0%
BOYD WATTERSON DIVERSIFIED GOVERNMENT REIT, INC.	—	—	$1.1M	$1.1M	1.0%
market $434,264.85.. ..	—	—	—	$1.1M	1.0%
Totalvalue.. originalPNC.. .. $845,930.30Totalvalue.. originalPNC.. ..	—	—	—	$726K	0.6%
.. marketprice	—	—	—	$715K	0.6%
price . $923,365.44 price .	—	—	—	$709K	0.6%
.. FD .. 2024 .. BEN 31, .. gain/loss.. ..	—	—	—	$677K	0.6%
STATEMENT original.. per.. original.. per.. number .. 2024 ..	—	—	—	$437K	0.4%
market	—	—	—	$437K	0.4%
period. .. Quantity.	—	—	$503K	$414K	0.4%
last.. . $33,199.04. .	—	—	—	$406K	0.3%
STATEMENT original.. per.. .. number	—	—	$997K	$406K	0.3%
. period. .. Quantity.	—	—	$621K	$403K	0.3%
price .	—	—	—	$357K	0.3%
Totalvalue.. originalPNC.. Totalvalue.. originalPNC.. ..	—	—	—	$330K	0.3%
Totalvalue.. originalPNC.. ..	—	—	—	$328K	0.3%
market .. market	—	—	—	$292K	0.3%
number2024 .	—	—	—	$291K	0.2%
period. .. period. .. Quantity. . .. Quantity.	—	—	—	$290K	0.2%
Estimated.. ..	—	—	—	$282K	0.2%
.. Quantity. . 108,000 . 119,000 .	—	—	—	$250K	0.2%
STATEMENT original.. per.. ..	—	—	—	$231K	0.2%
Totalvalue.. originalPNC.. .. $455,651.60Totalvalue.. originalPNC.. ..	—	—	—	$225K	0.2%
price . $547,250.88 price .	—	—	—	$223K	0.2%
.. Quantity. . 114,000 .	—	—	—	$218K	0.2%
STATEMENT original.. per.. ..	—	—	—	$193K	0.2%
STATEMENT original.. per.. ..	—	—	—	$190K	0.2%
last.. .	—	—	—	$190K	0.2%
number2024 .	—	—	—	$174K	0.1%
at. .. STATEMENT original.. per.. ..	—	—	—	$172K	0.1%
last.. .	—	—	—	$172K	0.1%
last.. .	—	—	—	$169K	0.1%
FD .. - .. 2024 . .. . .. 31, .. BEN gain/loss. . .. unit.. .. .	—	—	—	$151K	0.1%
market .. market	—	—	—	$143K	0.1%
market	—	—	—	$139K	0.1%
of ..	—	—	—	$137K	0.1%
number2024 .	—	—	—	$137K	0.1%
period. .. period. .. Quantity. .. Quantity. . .. . .. last.. . last.. . .. $436,694.46436,694.460 . ..	—	—	—	$135K	0.1%
last.. . 120,979.95. . 111,842.85. 155,260.08. 105,383.36 last.. .	—	—	—	$128K	0.1%
market	—	—	—	$126K	0.1%
last.. .	—	—	—	$124K	0.1%
.. Quantity. . 129,000 .	—	—	—	$119K	0.1%
.. Quantity. .. Quantity.	—	—	$145K	$118K	0.1%
last.. . 152,072.91. 103,921.92 last.. . 107,835.16 last..	—	—	—	$118K	0.1%
last.. . 127,204.82 .	—	—	—	$116K	<0.1%
.. Quantity. 137,000 .	—	—	—	$109K	<0.1%
STATEMENT original.. per.. original.. per.. ..	—	—	—	$109K	<0.1%
last.. .	—	—	—	$108K	<0.1%
market $687,385.63 market	—	—	—	$106K	<0.1%
.. Quantity. 137,000 .	—	—	—	$106K	<0.1%
last.. . last.. .	—	—	—	$105K	<0.1%
market $143,603.50.. .. market	—	—	—	$103K	<0.1%
period. .. period. .. period. .. Quantity. .. Quantity. . .. Quantity. . .. . ..	—	—	—	$99K	<0.1%
STATEMENT original.. per.. ..	—	—	—	$96K	<0.1%
.. . period. .. 54,000 .. 53,000 .. 76,000 ..	—	—	—	$95K	<0.1%
STATEMENT original.. per.. ..	—	—	—	$95K	<0.1%
period. .. period. .. period. .. Quantity. . .. Quantity. . .. Quantity. . ..	—	—	—	$95K	<0.1%
.. . period. ..	—	—	—	$90K	<0.1%
STATEMENT original.. per.. ..	—	—	—	$89K	<0.1%
.. . period. .. 81,000 .. 73,000 ..	—	—	—	$87K	<0.1%
.. . period. ..	—	—	—	$81K	<0.1%
period. .. period. .. Quantity. . .. Quantity. . ..	—	—	—	$80K	<0.1%
STATEMENT original.. per.. ..	—	—	—	$80K	<0.1%
last.. . last.. . $91,158.60. . 139,403.70 last..	—	—	—	$79K	<0.1%
number2024 . $687,385.63 . $91,158.60. .	—	—	—	$79K	<0.1%
.. . period. .. 99,000 .. 89,000 .. 77,000 ..	—	—	—	$79K	<0.1%
.. . period. .. 83,000 .. 61,000 .. 41,000 .. 70,000 ..	—	—	—	$77K	<0.1%
STATEMENT original.. per.. ..	—	—	—	$77K	<0.1%
STATEMENT original.. per.. ..	—	—	—	$77K	<0.1%
.. . period. .. 71,000 .. 47,000 ..	—	—	—	$76K	<0.1%
STATEMENT original.. per.. ..	—	—	—	$74K	<0.1%
.. . period. .. 73,000 .. 65,000 .. 61,000 .. 52,000 ..	—	—	—	$73K	<0.1%
number2024 . $104,967.83. . $117,179.38. .	—	—	—	$72K	<0.1%
Estimated.. ..	—	—	—	$60K	<0.1%
.. Estimated. ..	—	—	—	$57K	<0.1%
.. . period. .. 59,000 .. 77,000 ..	—	—	—	$57K	<0.1%
.. . period. .. 79,000 .. 55,000 ..	—	—	—	$55K	<0.1%
at. .. STATEMENT original.. per.. ..	—	—	—	$55K	<0.1%
.. . period. .. 79,000 .. 57,000 .. 54,000 .. 92,000 ..	—	—	—	$54K	<0.1%
STATEMENT original.. per.. ..	—	—	—	$54K	<0.1%
number ..	—	—	—	$54K	<0.1%
!!!!!!! !!!! . .. . .. . .. . .. 490 . .. 400 .. . .. . period. .. period. .. Quantity. .. Quantity. . .. . .. last.. . last..	—	—	—	$54K	<0.1%
.. . period. .. 74,000 .. 64,000 .. 77,000 ..	—	—	—	$53K	<0.1%
.. last..	—	—	$32K	$47K	<0.1%
period. .. period. ..	—	—	—	$46K	<0.1%
last.. . 170,264.47. 319,227.97. 641,983.25. 500,729.14. last.. .	—	—	—	$41K	<0.1%
STATEMENT original.. per.. .. original.. per.. .. number .. 170,264.47.. 319,227.97.. 641,983.25.. 500,729.14.. 384,987.77 ..	—	—	—	$40K	<0.1%
Estimated. .	—	—	—	$21K	<0.1%
Page . income.. ..	—	—	—	$18K	<0.1%
value. . income.. Accrued..	—	—	$28K	$15K	<0.1%
Current.	—	—	$28K	$15K	<0.1%
.. Totalvalue. originalPNC.	—	—	$27K	$15K	<0.1%
BEN gain/loss.. - .. - .. .	—	—	—	$14K	<0.1%
Estimated.. ..	—	—	—	$14K	<0.1%
BEN gain/loss.. 1,324.53	—	—	$3K	$9K	<0.1%
income..	—	—	$2K	$9K	<0.1%
.. of .. 10 .. ! .. Page . income.. ..	—	—	—	$8K	<0.1%
income..	—	—	$6K	$8K	<0.1%
.. 2024 .. FENIMORE31, .. 6,967.50.. 4,247.30.. 1,107.71.. .. 4,788.64 ..	—	—	—	$7K	<0.1%
Estimated.. .. $8,442.10 Estimated.. $2,060.00.. ..	—	—	—	$7K	<0.1%
FENIMORE gain/loss.. .. - .. gain/loss.. .. gain/loss.. ..	—	—	—	$6K	<0.1%
BEN gain/loss.. .. - ..	—	—	—	$6K	<0.1%
BEN gain/loss.. .. 3,747.64 .. 1,753.73 ..	—	—	—	$6K	<0.1%
income..	—	—	$8K	$6K	<0.1%
income..	—	—	$4K	$5K	<0.1%
income..	—	—	$4K	$5K	<0.1%
.. FD .. BEN	—	—	$5K	$5K	<0.1%
.. Page . income..	—	—	$3K	$5K	<0.1%
Estimated.. $52,275.54	—	—	$52K	$5K	<0.1%
BEN gain/loss..	—	—	$1K	$4K	<0.1%
.. income.. .. 100 Accrued.. $812.64 .. 6,597.32 .. 1,835.96 ..	—	—	—	$4K	<0.1%
.. Page . income..	—	—	$2K	$4K	<0.1%
.. of .. ! .. Page . income..	—	—	$8K	$3K	<0.1%
income..	—	—	$3K	$3K	<0.1%
FENIMORE gain/loss.. .	—	—	$12K	$3K	<0.1%
BEN gain/loss.. 1,106.46 .. 1,760.73 .. - .. -	—	—	—	$3K	<0.1%
Accrued.. 1,319.21 ..	—	—	$1K	$3K	<0.1%
of .. ! .. Page . income..	—	—	$2K	$3K	<0.1%
BEN gain/loss.. 1,662.11	—	—	$1K	$2K	<0.1%
100 Accrued.. .. 002 .	—	—	—	$2K	<0.1%
Accrued..	—	—	$2K	$2K	<0.1%
100 Accrued.. 2,075.00 ..	—	—	—	$2K	<0.1%
BEN gain/loss.. 1,134.49	—	—	$1K	$2K	<0.1%
BEN 31, ..	—	—	—	$2K	<0.1%
100 Accrued.. 2,516.72 ..	—	—	—	$2K	<0.1%
Estimated.. $30,087.67 Estimated..	—	—	$2K	$2K	<0.1%
BEN gain/loss.. 8,422.76	—	—	$2K	$2K	<0.1%
BEN gain/loss.. 5,242.58 .. 1,600.93 .. 4,259.79 ..	—	—	—	$2K	<0.1%
100 Accrued.. .. 1,845.00 ..	—	—	—	$2K	<0.1%
BEN	—	—	$6K	$2K	<0.1%
BEN gain/loss.. .. 3,743.59 .. - .. 1,162.57 .. -	—	—	—	$2K	<0.1%
STATEMENT original.. per.. ..	—	—	—	$2K	<0.1%
BEN gain/loss.. 4,485.12 .. 1,263.92 .. -	—	—	—	$1K	<0.1%
BEN gain/loss.. - .. - .. 1,416.16 .. -	—	—	—	$1K	<0.1%
Estimated.. ..	—	—	—	$1K	<0.1%
income..	—	—	$3K	$1K	<0.1%
.. 14 income.. Accrued.. . $1,231.65 .	—	—	—	$1K	<0.1%
.. !!.. .. !!!.. .. !!.. .. !!.. .. . .. . .. . .. . .. . .. . .. 919.. 100.. . .. 500.. 325 . .. 438.. 550.. .. . 2,650. .	—	—	—	$1K	<0.1%
.. of .. Page . income..	—	—	$8K	$1K	<0.1%
Estimated.. $4,028.00.. Estimated.. $1,140.00..	—	—	$1K	$1K	<0.1%
at. .. STATEMENT original.. per.. number ..	—	—	—	$1K	<0.1%
100 Accrued.. ..	—	—	—	$1K	<0.1%
BEN gain/loss.. 5,305.64	—	—	$6K	$1K	<0.1%
.. !! !!.. .. !!! .. !! !!.. .. !! . .. . .. . .. . .. . .. . .. . .. 750.. .. . .. . .. . 1,000. 1,000 .. .	—	—	—	$1K	<0.1%
100 Accrued.. .. 1,213.39 ..	—	—	—	$2	<0.1%