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Original filing (PDF)20251125172241NAL0003525313003
ELECTRICAL CONSTRUCTION INDUSTRY PREFUNDING CREDIT REIMBURSEMENT PROGR
Form 5500
FILING_RECEIVED
ELECTRICAL CONSTRUCTION INDUSTRY PREFUNDING CREDIT REIMBURSEMENT PROGRAM
Health & welfare plan
Signals · 3
45% in single holdingNo recordkeeper disclosed9 service providers
Active participants
448
Accounts w/ balance
—
Plan assets (EOY)
$69.0M
Net assets (EOY)
$68.9M
How this plan invests
This plan
8 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
78
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund Registered Investment Company" is 45% of plan.
- 67 bps in Schedule C fees — 318% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELECTRICAL CONSTRUCTION INDUSTRY PREFUNDING CREDIT REIMBURSEMENT PROGR.
Plan sponsor
Name
ELECTRICAL CONSTRUCTION INDUSTRY PREFUNDING CREDIT REIMBURSEMENT PROGR
DBA
TRUSTEES
EIN
39-1291995
Address
11001 WEST PLANK COURT SUITE 120 · WAUWATOSA, WI · 53226
Phone
(414) 778-0068
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2025-11-25
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
REILLY, PENNER & BENTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NECA MILW. CH. | 39-0260800 | — | P.I.I. | $130K | — |
| ECI-PENSION PLAN | 39-1291994 | — | P.I.I. | $101K | — |
| REILLY, PENNER & BENTON LLP | 39-0747409 | — | NONE | $57K | — |
| COMERICA BANK | 42-1741646 | — | INVESTMENT ADV | $45K | — |
| WASHINGTON CAPITAL MANAGEMENT | 86-3454983 | — | NVESTMENT ADV | $40K | — |
| NATIONAL INVESTMENT SERVICES | 39-1101934 | — | INVESTMENT ADV | $36K | — |
| STRATEGIC CAPITAL INVESTMENT | 36-4268991 | — | NONE | $25K | — |
| REINHART BOERNER VAN DEUREN SC | 39-1126909 | — | NONE | $20K | — |
| DIVERSIFIED PRINTIN SVCS | 39-1268438 | — | NONE | $8K | — |
Investments
12 direct securities · 8 pooled funds· $68.3M(99% 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.
Uncategorized
$48.7M
12 holdings
Common Collective Trust
$13.4M
7 holdings
103-12 Investment Entity
$6.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Registered Investment Company | — | — | $31.3M | $30.4M | 44.1% | |
| NIS INTERMEDIATE FIXED INCOME QP NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4087168 / PN 001 | Common Collective Trust | — | $8.7M | $9.8M | 14.2% | |
| Registered Investment Companies Baird Intermediate Bond Fund Class Institutional Registered Investment Company $ | — | — | $7.8M | $7.6M | 11.0% | |
| REAL ASSET INCOME FUND, LLC WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 86-3454983 / PN 001 | 103-12 Investment Entity | — | $5.5M | $6.2M | 9.0% | |
| Stockbridge Core and Value Advisors Niche Logistics Fund LP Limited Partnership | — | — | $1.5M | $2.5M | 3.6% | |
| U.S. CORE PARTNERS CIT BENEFIT TRUST COMPANY · EIN 87-6914227 / PN 341 | Common Collective Trust | — | $2.3M | $2.0M | 2.9% | |
| Invesco Premier US Government Fund Money Market Fund 3 Real Estate Investment Trusts * Real Estate Investment Management RREEF America REIT II Real Estate Investment Trust | — | — | $1.4M | $1.6M | 2.3% | |
| Limited Partnerships * Stockbridge Core and Value Advisors Smart Markets Fund LP Limited Partnership | — | — | $1.8M | $1.5M | 2.2% | |
| NIS TOTAL ABSOLUTE RETURN QP FUND NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4069919 / PN 001 | Common Collective Trust | — | $808K | $1.0M | 1.5% | |
| Fidelity Advisor International Capital Appreciation Fund Registered Investment Company | — | — | $648K | $814K | 1.2% | |
| Harding Lovener International Equity Portfolio Institutional Class Registered Investment Company | — | — | $700K | $803K | 1.2% | |
| American Funds EuroPacific Growth Fund Registered Investment Company | — | — | $702K | $793K | 1.2% | |
| Money Market Funds Goldman Sachs Financial Square Government Fund Money Market Fund | — | — | $743K | $743K | 1.1% | |
| MFS Institutional International Equity Fund Registered Investment Company | — | — | $571K | $732K | 1.1% | |
| NIS HIGH YIELD QP FUND NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4051841 / PN 001 | Common Collective Trust | — | $504K | $628K | 0.9% | |
| T. Rowe Price International Discovery Fund Registered Investment Company | — | — | $481K | $560K | 0.8% | |
| Ares Management Landmark Real Estate Partners Limited Partnership | — | — | $942K | $553K | 0.8% | |
| COMERICA MIDCAP INDEX FUND SEC 584 COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 36-7725875 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| COMERICA SMALLCAP INDEX FUND SEC COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 37-6677894 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| COMERICA LARGECAP INDEX FUND SEC COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 36-7726328 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |