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Original filing (PDF)20251015094843NAL0005859408001

VOS ELECTRIC, INC.

Form 5500
FILING_RECEIVED
SBV HEALTH PLAN
Health & welfare plan
Signals · 2
~3829 bps in Sched C feesNo recordkeeper disclosed
Active participants
319
Accounts w/ balance
Plan assets (EOY)
$670K
Net assets (EOY)
$670K
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
  • 3829 bps in Schedule C fees — 2324% above peer band of 158 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 VOS ELECTRIC, INC..
Plan sponsor
Name
VOS ELECTRIC, INC.
EIN
39-1526928
Address
3131 MARKET STREET · GREEN BAY, WI · 543045611
Phone
(920) 336-0781
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

4 rows
Broker
1
NameEINLocationRelationDirect compIndirect comp
AON RISK SERVICES CENTRAL, INC.CHICAGO, ILBROKER$2K
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
DELTA DENTAL OF WISCONSIN39-6094742THIRD PARTY ADMINISTRATO$13K
Other
2
NameEINLocationRelationDirect compIndirect comp
BLUE CROSS BLUE SHIELD OF WISCONSIN39-0138065CLAIMS PROCESSING$242K
COMPCARE HEALTH SERVICES INSURANCE39-1462554NONE$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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