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Original filing (PDF)20260305092341NAL0002445539001
BOARD OF TRUSTEES OF EIT INSURANCE FUND FOR OTHER PARTICIPATING EMPLOY
Form 5500
FILING_RECEIVED
ELECTRICAL INSURANCE TRUSTEES INSURANCE FUND FOR OTHER PARTICIPATING EMPLOYERS
Health & welfare plan
Signals · 4
100% in single holding~233 bps in Sched C feesNo recordkeeper disclosed10 service providers
Active participants
332
Accounts w/ balance
—
Plan assets (EOY)
$21.8M
Net assets (EOY)
$21.2M
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.
- 233 bps in Schedule C fees — 702% above peer band of 29 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 OTHER PARTICIPATING EMPLOY.
Plan sponsor
Name
BOARD OF TRUSTEES OF EIT INSURANCE FUND FOR OTHER PARTICIPATING EMPLOY
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
502
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)
10 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELECTRICAL INSURANCE TRUSTEES | 36-1033970 | — | COMMON TRUSTEES | $180K | — |
Other
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS/BLUE SHIELD | 36-1236610 | — | NONE | $191K | — |
| PREMISE HEALTH SYSTEMS, INC | 23-3057155 | — | NONE | $66K | — |
| CAREMARK PCS HEALTH LLC | 05-0340626 | — | NONE | $22K | — |
| MIDWEST COALITION OF LABOR | 83-1371306 | — | NONE | $12K | — |
| CORVEL CORPORATION | 95-3382819 | — | NONE | $11K | — |
| GREAT LAKES ADVISORS, INC. | 80-0292839 | — | NONE | $7K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $7K | — |
| BAIRD | — | CHICAGO, IL | NONE | $6K | — |
| WASHINGTON CAPITAL MANAGEMENT | 47-2614791 | — | NONE | $6K | — |
Investments
1 pooled fund· $20.2M(93% 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 TRUST ELECTRICAL INSURANCE TRUSTEES · EIN 36-1033970 / PN 003 | Master Trust | — | — | $20.2M | 92.7% |