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Original filing (PDF)20260305092320NAL0002510611001
BOARD OF TRUSTEES OF EIT INSURANCE FUND FOR ELECTRICAL CONTRACTORS
Form 5500
FILING_RECEIVED
ELECTRICAL INSURANCE TRUSTEES INSURANCE FUND FOR ELECTRICAL CONTRACTORS
Health & welfare plan
Signals · 4
100% in single holding~219 bps in Sched C feesNo recordkeeper disclosed54 service providers
Active participants
7,141
Accounts w/ balance
—
Plan assets (EOY)
$733.6M
Net assets (EOY)
$675.6M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "[DFE: ELECTRICAL INSURANCE TRUSTEES INSURANCE FUND (extraction pending)]" is 100% of plan.
- 219 bps in Schedule C fees — 3543% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF EIT INSURANCE FUND FOR ELECTRICAL CONTRACTORS.
Plan sponsor
Name
BOARD OF TRUSTEES OF EIT INSURANCE FUND FOR ELECTRICAL CONTRACTORS
EIN
36-1033970
Address
6195 W 115TH STREET · ALSIP, IL · 60803
Phone
(312) 782-5442
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-05
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
54 rowsOther
54| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS/ BLUE SHIELD | 36-1236610 | — | NONE | $6.1M | — |
| PREMISE HEALTH SYSTEMS, INC | 23-3057155 | — | NONE | $2.2M | — |
| CAREMARK PCS HEALTH LLC | 05-0340626 | — | NONE | $730K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $540K | — |
| MIDWEST COALITION OF LABOR | 83-1371306 | — | NONE | $397K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $329K | — |
| ERIN KEANE | 36-1033970 | — | EMPLOYEE | $312K | — |
| HEALTH EQUITY | — | DRAPER, UT | NONE | $293K | — |
| RVK, INC. | 93-0910652 | — | NONE | $290K | — |
| VITECH | 13-3785492 | — | NONE | $275K | — |
| JOHNSON & KROL | 36-4342024 | — | NONE | $257K | — |
| GREAT LAKES ADVISORS, INC | 80-0292839 | — | NONE | $226K | — |
| CORVEL CORPORATION | 95-3382819 | — | NONE | $218K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $207K | — |
| SHIH-CHI CHOU | 36-1033970 | — | EMPLOYEE | $196K | — |
| BAIRD ADVISORS | — | CHICAGO, IL | NONE | $190K | — |
| WASHINGTON CAPITAL MANAGEMENT, INC. | 47-2614791 | — | NONE | $188K | — |
| MERCER HEALTH BENEFITS, LLC | 34-2015463 | — | NONE | $182K | — |
| LORI SELJAN | 36-1033970 | — | EMPLOYEE | $173K | — |
| VISION SERVICE PLAN | 20-0891619 | — | NONE | $165K | — |
| REINHART BOERNER VAN DEUREN | 39-1126909 | — | NONE | $154K | — |
| TRACY SOHST | 36-1033970 | — | EMPLOYEE | $152K | — |
| KELLY HUNT | 36-1033970 | — | EMPLOYEE | $140K | — |
| COLIN HANNIGAN | 36-1033970 | — | EMPLOYEE | $134K | — |
| ROBERT MOYER | 36-1033970 | — | EMPLOYEE | $134K | — |
| MICHAEL KRANTZ | 36-1033970 | — | EMPLOYEE | $126K | — |
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $126K | — |
| ALLONE HEALTH RESOURCES | 36-3867645 | — | NONE | $126K | — |
| NORTHBRANCH IT CONSULTING LLC | 93-4770850 | — | NONE | $116K | — |
| MARY VAZQUEZ-LORINSER | 36-1033970 | — | EMPLOYEE | $103K | — |
| NORTHERN TRUST CORPORATION | 36-2723087 | — | NONE | $98K | — |
| MARGARET ROBERSON | 36-1033970 | — | EMPLOYEE | $95K | — |
| ANNETTE GRANGO | 36-1033970 | — | EMPLOYEE | $92K | — |
| JEAN RYAN | 36-1033970 | — | EMPLOYEE | $90K | — |
| SHARON NORMAN | 36-1033970 | — | EMPLOYEE | $85K | — |
| VICTORIA SUAREZ | 36-1033970 | — | EMPLOYEE | $84K | — |
| MARIA GALINDEZ-NAVARRO | 36-1033970 | — | EMPLOYEE | $83K | — |
| MICHAEL MACKEY | 36-1033970 | — | EMPLOYEE | $82K | — |
| IRIS GOMEZ | 36-1033970 | — | EMPLOYEE | $76K | — |
| LEE FOSSEY | 36-1033970 | — | NONE | $73K | — |
| ERIN EISCHEN | 36-1033970 | — | EMPLOYEE | $68K | — |
| JEANINE HOWARD | 36-1033970 | — | EMPLOYEE | $65K | — |
| PAMELA WATTERS | 36-1033970 | — | EMPLOYEE | $65K | — |
| PILLAR RX CONSULTING | 83-0714696 | — | NONE | $60K | — |
| PATRICIA RAMOS | 36-1033970 | — | EMPLOYEE | $52K | — |
| PART D ADVISORS | 85-3689655 | — | NONE | $36K | — |
| UNITAS GLOBAL | 88-1387014 | — | NONE | $28K | — |
| DOCUWARE CORPORATION | 14-1826943 | — | NONE | $26K | — |
| WEAVER PARTNERS | 38-3661899 | — | NONE | $17K | — |
| LOGAN CONSULTING | — | CHICAGO, IL | NONE | $14K | — |
| KATHLEEN KERSTOWSKE | 36-1033970 | — | NONE | $12K | — |
| LIFESTATUS 360 LLC | 94-3389460 | — | NONE | $6K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $0 | — |
| DANIEL AND HENRY INSURANCE | 43-0634945 | — | NONE | $0 | — |
Investments
1 pooled fund· $614.9M(84% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EIT INSURANCE FUND ELECTRICAL INSURANCE TRUSTEES · EIN 36-1033970 / PN 003 | Master Trust | — | — | $614.9M | 83.8% |