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Original filing (PDF)20250827140130NAL0009626977002
TRUSTEES OF IBEW LOCAL 613 & CONTRIBUTING EMPLOYERS RETIREE
Form 5500
FILING_RECEIVED
IBEW LOCAL 613 & CONTRIBUTING EMPLOYERS RETIREE
Health & welfare plan
Signals · 2
~417 bps in Sched C fees6 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.6M
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
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 417 bps in Schedule C fees — 702% above peer band of 52 bps.
- No active participants reported but plan still holds assets.
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 TRUSTEES OF IBEW LOCAL 613 & CONTRIBUTING EMPLOYERS RETIREE.
Plan sponsor
Name
TRUSTEES OF IBEW LOCAL 613 & CONTRIBUTING EMPLOYERS RETIREE
EIN
46-3415861
Address
501 PULLIAM ST SW, STE 444 · ATLANTA, GA · 30312
Phone
(678) 705-0560
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
2025-08-27
Welfare benefit codes
4A · Health (other than dental or vision)
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL EMPLOYEE BENEFITS ADMIN. | 65-0498809 | — | NONE | $65K | — |
| WILLIS TOWERS WATSON | 26-0775680 | — | NONE | $26K | — |
| CIGNA HEALTHCARE | 59-1031071 | — | NONE | $25K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $19K | — |
| ARNALL GOLDEN GREGORY | 58-0543673 | — | NONE | $11K | — |
| ATLANTA CAPITAL | 58-2236910 | — | NONE | $7K | — |
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.