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Original filing (PDF)20251008143008NAL0005997057003
YOUNGSTOWN AREA ELECTRICAL WELFARE FUND TRUSTEES
Form 5500
FILING_RECEIVED
YOUNGSTOWN AREA ELECTRICAL WELFARE FUND
Health & welfare plan
Signals · 3
~535 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
347
Accounts w/ balance
—
Plan assets (EOY)
$7.5M
Net assets (EOY)
$6.0M
Plan health score (directional)
83
/ 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
68
Participation health
100
Knocking points off
- 535 bps in Schedule C fees — 929% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (9 disclosed providers, 7 categories).
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 YOUNGSTOWN AREA ELECTRICAL WELFARE FUND TRUSTEES.
Plan sponsor
Name
YOUNGSTOWN AREA ELECTRICAL WELFARE FUND TRUSTEES
EIN
34-0835041
Address
3660 STUTZ DRIVE, SUITE 101 · CANFIELD, OH · 44406
Phone
(330) 270-0453
Industry
Electrical Contractors· Constructionsee 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
2025-10-08
Welfare benefit codes
4B · Life Insurance
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
YURCHYK & DAVIS CPA'S, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC BANK | — | PITTSBURGH, PA | CUSTODIAN | $27K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL | — | CLEVELAND, OH | BENEFIT CONSULTANT | $63K | — |
| MARINER INSTITUTIONAL LLC | — | WINTER PARK, FL | INVESTMENT CONSULTANT | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC. | — | CANFIELD, OH | THIRD PARTY ADMINISTRATOR | $66K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YURCHYK & DAVIS CPA'S, INC | 34-1638235 | — | AUDITOR | $12K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARSONS RISK STRATEGIES, LLC | — | AVON LAKE, OH | ACTUARY | $6K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FAULKNER, HOFFMAN & PHILLIPS | — | CLEVELAND, OH | ATTORNEY | $17K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD | — | INDIANAPOLIS, IN | CLAIMS PROCESSING | $199K | — |
| AMERICAN GRAPHICS PRINTING CO. | — | CLINTON TWP, MI | PRINTING SERVICES | $5K | — |
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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