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Original filing (PDF)20250714090010NAL0001181712001
BOARD OF TRUSTEES, ELECTRICAL WORKERS INSURANCE FUND
Form 5500
FILING_RECEIVED
ELECTRICAL WORKERS' INSURANCE FUND
Health & welfare plan
Signals · 3
~517 bps in Sched C feesNo recordkeeper disclosed35 service providers
Active participants
3,852
Accounts w/ balance
—
Plan assets (EOY)
$130.2M
Net assets (EOY)
$128.8M
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
- 517 bps in Schedule C fees — 5069% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
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 BOARD OF TRUSTEES, ELECTRICAL WORKERS INSURANCE FUND.
Plan sponsor
Name
BOARD OF TRUSTEES, ELECTRICAL WORKERS INSURANCE FUND
EIN
38-1393235
Address
P O BOX 71337 · MADISON HEIGHTS, MI · 48071
Phone
(586) 575-9200
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
503
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4U · Dependent Care
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
MCCLAIN SMITH & WENZ PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
35 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCCLAIN SMITH & WENZ, PC | 38-3382520 | TROY, MI | AUDITOR OF PARENT ORGANIZ | $47K | — |
Other
34| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL BENEFIT SERVICES INC | 38-3036973 | GRAND RAPIDS, MI | CONTROLLED ENTITY | $5.3M | — |
| DELTA DENTAL OF MICHIGAN | 38-1791480 | FARMINGTON HILLS, MI | NONE | $210K | — |
| PNC BANK INSTITUTIONAL INVESTMENTS | 25-1211909 | PITTSBURGH, PA | NONE | $154K | — |
| PART D ADVISORS | — | LIVONIA, MI | NONE | $124K | — |
| MICHELE DAVIS | 38-1393235 | MADISON HEIGHTS, MI | EMPLOYEE (WAGES PAID) | $116K | — |
| E CRAIG YOUNG | 38-1393235 | MADISON HEIGHTS, MI | EMPLOYEE (WAGES PAID) | $104K | — |
| CHRISTINA POPSO | 38-1393235 | MADISON HEIGHTS, MI | EMPLOYEE (WAGES PAID) | $79K | — |
| JESSICA CYPRUS | 38-1393235 | MADISON HEIGHTS, MI | EMPLOYEE (WAGES PAID) | $74K | — |
| CLARKSTON CAPITAL PARTNERS | — | BLOOMFIELD HILLS, MI | NONE | $63K | — |
| MORGAN STANLEY | 94-1671384 | BIRMINGHAM, MI | NONE | $61K | — |
| SOLXSYS | — | TROY, MI | NONE | $59K | — |
| SVS/SPECTERA VISION INC | 38-3353735 | MT CLEMENS, MI | NONE | $57K | — |
| AMBER CRUNK | 38-1393235 | MADISON HEIGHTS, MI | EMPLOYEE (WAGES PAID) | $49K | — |
| WATKINS, PAWLICK CALATI & PRIFTI PC | — | MADISON HEIGHTS, MI | NONE | $48K | — |
| BENEGRATION | — | PITTSBURGH, PA | NONE | $38K | — |
| SEIZERT CAPITAL PARTNERS | 35-3553488 | BIRMINGHAM, MI | NONE | $32K | — |
| AUXIOM | — | ROCHESTER, MI | NONE | $27K | — |
| BENESYS INC | 38-2383171 | TROY, MI | NONE | $20K | — |
| ZENWORK INC | — | FAYETTEVILLE, AR | NONE | $15K | — |
| UNITED ACTUARIAL SERVICES INC | 35-1369500 | CARMEL, IN | NONE | $15K | — |
| AMERICAN GRAPHICS PRINTING CO | — | CLINTON TWP, MI | NONE | $9K | — |
| MMS ANALYTICS INC (TALON) | 47-1212355 | PORTSMOUTH, NH | NONE | $0 | — |
| FIRST HEALTH | — | DOWNERS GROVE, IL | NONE | $0 | — |
| INCLUDED HEALTH | — | SAN FRANCISCO, CA | NONE | $0 | — |
| HELLO HEART | 82-3489727 | MENLO PARK, CA | NONE | $0 | — |
| HEALTHJOY LLC | — | CHICAGO, IL | NONE | $0 | — |
| EMERGENCY HEALTH INSURANCE MGMT | 38-2776173 | — | NONE | $0 | — |
| TIMBERLAND | 38-3021352 | TROY, MI | NONE | $0 | — |
| AMERICAN HEALTH HOLDING INC | — | NEW ALBANY, OH | NONE | $0 | — |
| UNITED CLAIMS SOLUTIONS/VALENZ FEES | — | DALLAS, TX | NONE | $0 | — |
| ULLIANCE INC. | 38-3159338 | TROY, MI | NONE | $0 | — |
| SWORD HEALTH TECHNOLOGIES | — | DRAPER, UT | NONE | $0 | — |
| ALLIANCE HEALTH & LIFE (HAP) | — | DETROIT, MI | NONE | $0 | — |
| VISION SERVICE PLAN | — | LOS ANGELES, CA | NONE | $0 | — |
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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