JEFF Wheeler signed Board of Trustees of Electrical Workers Benefit Trust Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees of Electrical Workers Benefit Trust Fund's EIN is 35-0851694.
Download the official 2024 Form 5500 (PDF) for Board of Trustees of Electrical Workers Benefit Trust Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees of Electrical Workers Benefit Trust Fund's plan includes health coverage, life insurance, dental coverage, vision coverage, long-term disability.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| % of plan | |||
|---|---|---|---|
| NIS INTERMEDIATE FIXED INCOME FUND NATIONAL INVESTMENT SERVICES · EIN 20-0065449 / PN 001 | Common Collective Trust | $10.2M | 4.8% |
| BGO DAILY VALUE FUND NEWTOWER TRUST COMPANY · EIN 83-6177544 / PN 001 | Common Collective Trust | $3.1M | 1.5% |
| 85-3689655 |
| — |
| NONE |
| $21K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. | 35-0781558 | — | NONE | $1.3M | — |
| HELLO HEART | 82-3489727 | — | NONE | $237K | — |
| CONIFER | 52-1964905 | — | NONE | $226K | — |
| SWORD HEALTH | 37-1849452 | — | NONE | $195K | — |
| LAURA DUKE | 35-0851694 | — | EMPLOYEE | $130K | — |
| UNITED ACTUARIAL SERVICES | 35-2156428 | — | NONE | $130K | — |
| DELTA DENTAL PLAN OF INDIANA | 35-1545647 | — | NONE | $125K | — |
| PNC BANK | 22-1146430 | — | NONE | $121K | — |
| BRIDGEWAY BENEFIT TECHNOLOGES, LLC | 52-1796473 | — | NONE | $94K | — |
| KARA FUNK | 35-0851694 | — | EMPLOYEE | $87K | — |
| WHITNEY KING | 35-0851694 | — | EMPLOYEE | $82K | — |
| AMY SCHEIBLE | 35-0851694 | — | EMPLOYEE | $76K | — |
| DAVID RAY | 35-0851694 | — | ADMINISTRATOR | $69K | — |
| SIERRA | 68-0370668 | — | NONE | $67K | — |
| JULIE BOWEN | 35-0851694 | — | EMPLOYEE | $67K | — |
| LISA SMITH | 35-0851694 | — | EMPLOYEE | $63K | — |
| LEDBETTER PARTNERS LLC | 03-0599899 | — | NONE | $62K | — |
| DEROY & DEVEREAUX | 38-2251232 | — | NONE | $56K | — |
| LINDSEY WHEELER | 35-0851694 | — | EMPLOYEE | $53K | — |
| FARR MILLER & WASHINGTON | 52-1979573 | — | NONE | $50K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $36K | — |
| TRILOGY CONSULTING GROUP INC | 36-4016705 | — | NONE | $35K | — |
| SAVRX | 86-1323040 | — | NONE | $35K | — |
| MARINER INSTITUTIONAL LLC | 59-3676225 | — | NONE | $34K | — |
| SEGAL CONSULTING | 13-1975125 | — | NONE | $25K | — |
| NATIONAL INVESTMENT SERVICES LLC | 84-3937993 | — | NONE | $12K | — |
| MEDEXPERT INTERNATIONAL, INC. | 94-3360248 | — | NONE | $6K | — |
