Original filing (PDF)20250916123217NAL0001312563003

JT BD OF TRUSTEES IBEW LU 575 RETIREE HEALTH BENEFIT PLAN AND TRUST

Name: JT BD OF TRUSTEES IBEW LU 575 RETIREE HEALTH BENEFIT PLAN AND TRUST — IBEW LOCAL UNION 575 RETIREE HEALTH BENEFIT PLAN A, Form 5500 (2024)
Creator: JT BD OF TRUSTEES IBEW LU 575 RETIREE HEALTH BENEFIT PLAN AND TRUST

Form 5500

FILING_RECEIVED

IBEW LOCAL UNION 575 RETIREE HEALTH BENEFIT PLAN A

Health & welfare plan

Signals · 2

81% in single holdingNo recordkeeper disclosed

Active participants

181

Accounts w/ balance

—

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

How this plan invests

This plan

3 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

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JT BD OF TRUSTEES IBEW LU 575 RETIREE HEALTH BENEFIT PLAN AND TRUST.

Plan sponsor

Name

JT BD OF TRUSTEES IBEW LU 575 RETIREE HEALTH BENEFIT PLAN AND TRUST

EIN

31-1444185

Address

9200 US ROUTE 60 · ONA, WV · 25545

Phone

(304) 525-0331

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Name

AMERICAN BENEFIT CORPORATION

EIN

55-0671859

City

ONA, WV

Phone

(304) 525-0331

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-16

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

GRAY, GRIFFITH & MAYS, A.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN BENEFIT CORPORATION	55-0671859	ONA, WV	NONE	$17K	—
GRAY, GRIFFITH & MAYS, A.C.	55-0621482	CHARLESTON, WV	NONE	$9K	—

Investments

3 direct securities· $4.3M(92% of reported assets)

					% of plan
CurrentValue	Other securities	—	—	$3.5M	74.7%
Transaction Date$ $ (g)	Other securities	—	—	$400K	8.5%
SellingPrice $ (c)	Other securities	—	—	$400K	8.5%

1–3 of 3

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