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Original filing (PDF)20251015105514NAL0005854912001
TRUSTEES FOR THE ELECTRICAL WELFARE TRUST FUND
Form 5500
FILING_RECEIVED
ELECTRICAL WELFARE TRUST FUND
Health & welfare plan
Signals · 4
2 failed disclosures~1393 bps in Sched C feesNo recordkeeper disclosed18 service providers
Active participants
11,969
Accounts w/ balance
—
Plan assets (EOY)
$300.4M
Net assets (EOY)
$273.0M
Plan health score (directional)
78
/ 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
80
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 2 Schedule C providers failed to disclose compensation.
- 1393 bps in Schedule C fees — 13831% above peer band of 10 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 TRUSTEES FOR THE ELECTRICAL WELFARE TRUST FUND.
Plan sponsor
Name
TRUSTEES FOR THE ELECTRICAL WELFARE TRUST FUND
EIN
52-6038507
Address
10003 DEREKWOOD LANE, SUITE 130 · LANHAM, MD · 207064811
Phone
(301) 731-1050
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
4C · Supplemental Unemployment
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
SARFINO AND RHOADES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
18 rowsOther
18| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CVS PHARMACY, INC | 05-0340626 | — | SERVICE PROVIDER | $29.0M | — |
| UMR, INC. | 39-1995276 | — | SERVICE PROVIDER | $7.7M | — |
| EMPLOYEES OF ELECTRICAL WELFARE FD | 52-6038507 | — | EMPLOYEE | $2.2M | — |
| JANUS ASSOCIATES, INC. | 52-1306404 | — | SERVICE PROVIDER | $570K | — |
| VIRTA MEDICAL P.C. | 36-4841662 | — | SERVICE PROVIDER | $544K | — |
| UNITED CONCORDIA DENTAL | 25-1687586 | — | SERVICE PROVIDER | $392K | — |
| CHARTWELL INVESTMENT PARTNERS, INC | 36-4776242 | — | SERVICE PROVIDER | $314K | — |
| CONTINENTAL TECHNOLOGIES, INC. | 52-1400411 | — | SERVICE PROVIDER | $294K | — |
| THE SEGAL COMPANY | 13-1835864 | — | SERVICE PROVIDER | $207K | — |
| SLEVIN AND HART, P.C. | 52-1708613 | — | SERVICE PROVIDER | $134K | — |
| SIERRA INVESTMENT PARTNERS INC | 68-0370668 | — | SERVICE PROVIDER | $112K | — |
| SARFINO AND RHOADES | 52-0961657 | — | SERVICE PROVIDER | $101K | — |
| HELLO HEART | 82-3489727 | — | SERVICE PROVIDER | $100K | — |
| M&T BANK | 16-0538020 | — | SERVICE PROVIDER | $69K | — |
| WEDGE CAPITAL MANAGEMENT | 56-1557450 | — | SERVICE PROVIDER | $67K | — |
| SEGAL SELECT INSURANCE | 46-0619194 | — | SERVICE PROVIDER | $35K | — |
| INVESTMENT PERFORMANCE SERVICES LLC | 58-2432390 | — | SERVICE PROVIDER | $30K | — |
| MCCHESNEY AND DALE, PC | 52-1842141 | — | SERVICE PROVIDER | $15K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| RYAN AND WETMORE, PC | SERVICE PROVIDER FAILED TO RESPOND TO SCHEDULE C INFORMATION REQUEST LETTER INQUIRING ABOUT ANY INDIRECT COMPENSATION RECEIVED DURING THE PLAN YEAR. |
| FORENSIC ACCOUNTING GROUP PC | SERVICE PROVIDER FAILED TO RESPOND TO SCHEDULE C INFORMATION REQUEST LETTER INQUIRING ABOUT ANY INDIRECT COMPENSATION RECEIVED DURING THE PLAN YEAR. |
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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