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Original filing (PDF)20251201123957NAL0005419955003
TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 SUPPLEMENTAL UNEMP BENEFIT PL
Form 5500
FILING_RECEIVED
ELECTRICAL WORKERS LOCAL NO. 292 SUPPLEMENTAL UNEMP BENEFIT PLAN
Health & welfare plan
Signals · 2
45% in single holdingNo recordkeeper disclosed
Active participants
4,803
Accounts w/ balance
—
Plan assets (EOY)
$15.9M
Net assets (EOY)
$15.9M
How this plan invests
This plan
1 pooled trust
Schedule D
8 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 "Short-Term Bond Index Fund Institutional Shares" is 45% of plan.
- 75 bps in Schedule C fees — 159% 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 TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 SUPPLEMENTAL UNEMP BENEFIT PL.
Plan sponsor
Name
TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 SUPPLEMENTAL UNEMP BENEFIT PL
EIN
41-1876011
Address
6700 W. BROADWAY AVENUE, SUITE B · BROOKLYN PARK, MN · 55428
Phone
(763) 493-8830
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2025-12-01
Welfare benefit codes
4C · Supplemental Unemployment
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| I.B.E.W. 292 HEALTH CARE PLAN | 41-1384754 | — | RELATED FUND | $90K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $15K | — |
| SEGAL ADVISORS, INC. | 13-2646110 | — | NONE | $7K | — |
| UNION BANK AND TRUST | 41-1267434 | — | NONE | $7K | — |
Investments
7 direct securities · 1 pooled fund· $15.4M(97% 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
$13.2M
7 holdings
Common Collective Trust
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Short-Term Bond Index Fund Institutional Shares | — | 207,526.42 | — | $6.9M | 43.6% | |
| BNYM MELLON AFL-CIO CF SL STOCK IND THE BANK OF NEW YORK MELLON · EIN 84-7064589 / PN 001 | Common Collective Trust | 212,167.501 | — | $2.2M | 14.0% | |
| Intermediate Bond Fund | — | 71,387.722 | — | $2.2M | 14.0% | |
| Core Bond Fund Class I | — | — | — | $1.9M | 12.3% | |
| U.S. Real Estate Investment Fund LLC | — | — | $1.5M | $1.5M | 9.3% | |
| Invested Cash | — | — | $592K | $592K | 3.7% | |
| Money Market Account | — | — | $4K | $4K | <0.1% | |
| Financial Square Government Fund | — | 138,303.626 | — | $2K | <0.1% |
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