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Original filing (PDF)20251015165017NAL0002661443001
BD OF TEES OF NECA LU NO 313 IBEW HEALTH & WELFARE PLAN
Form 5500
FILING_RECEIVED
NECA LU NO 313 IBEW HEALTH & WELFARE PLAN
Health & welfare plan
Signals · 3
~491 bps in Sched C feesNo recordkeeper disclosed16 service providers
Active participants
606
Accounts w/ balance
—
Plan assets (EOY)
$28.3M
Net assets (EOY)
$25.8M
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
- 491 bps in Schedule C fees — 1594% above peer band of 29 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 BD OF TEES OF NECA LU NO 313 IBEW HEALTH & WELFARE PLAN.
Plan sponsor
Name
BD OF TEES OF NECA LU NO 313 IBEW HEALTH & WELFARE PLAN
EIN
51-6102722
Address
TWO GATEWAY CENTER, 603 STANWIX ST · SUITE 1500 · PITTSBURGH, PA · 152221452
Phone
(302) 762-2008
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
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
WITHUM SMITH & BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsOther
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH | 52-1590516 | — | NONE | $447K | — |
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | — | NONE | $444K | — |
| VIRGIN PULSE | 20-2547480 | — | NONE | $97K | — |
| STACEY BRAUN ASSOCIATES INC | 13-2889432 | — | NONE | $96K | — |
| LACHER AND ASSOCIATES | — | SOUDERTON, PA | NONE | $66K | — |
| DELTA DENTAL OF DELEWARE, INC | 51-0228088 | — | NONE | $49K | — |
| PNC BANK, N.A | 25-1211909 | — | NONE | $35K | — |
| YOUNG CONAWAY STARGATT & TAYLOR LLP | 51-0082644 | — | NONE | $35K | — |
| SEGAL CONSULTING | 13-1835864 | — | NONE | $32K | — |
| PERSONAL ASSISTANCE SERVICES | — | SAINT LOIUS, MO | NONE | $22K | — |
| SAV-RX | 86-1323040 | — | NONE | $19K | — |
| HOLROYD GELMAN, P.C. | 92-2604351 | — | NONE | $17K | — |
| DANIEL A. WINTERS | 23-2586736 | — | NONE | $12K | — |
| J.A MARIANO AGENCY, INC | 22-2280590 | — | NONE | $11K | — |
| NATIONAL VISION ADMINISTRATORS | 74-3033381 | — | NONE | $5K | — |
| RBC WEALTH MGMT | 23-2384840 | — | NONE | $5K | — |
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.