Back to filter
Original filing (PDF)20251015223404NAL0007420448001
MD ELECTRICAL INDUSTRY HEALTH FUND
Form 5500
FILING_RECEIVED
MARYLAND ELECTRICAL INDUSTRY HEALTH FUND
Health & welfare plan
Signals · 4
100% in single holding~344 bps in Sched C feesNo recordkeeper disclosed15 service providers
Active participants
2,390
Accounts w/ balance
—
Plan assets (EOY)
$60.8M
Net assets (EOY)
$52.1M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "[DFE: NHIT CORE PLUS FIXED INCOME TRUST (extraction pending)]" is 100% of plan.
- 344 bps in Schedule C fees — 2048% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MD ELECTRICAL INDUSTRY HEALTH FUND.
Plan sponsor
Name
MD ELECTRICAL INDUSTRY HEALTH FUND
EIN
52-6177115
Address
9200 US ROUTE 60 · ONA, WV · 255457417
Phone
(304) 525-0331
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)
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsOther
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN BENEFIT CORPORATION | 31-1368946 | — | NONE | $757K | — |
| ZELIS | 86-1040704 | — | NONE | $266K | — |
| NCAS/CFA, LLC | — | BALTIMORE, MD | NONE | $224K | — |
| ZENITH AMERICAN SOLUTIONS | — | COLUMBIA, MD | NONE | $210K | — |
| AMERICAN HEALTH HOLDING | — | COLUMBUS, OH | NONE | $168K | — |
| ABATO, RUBENSTEIN & ABATO P.A. | 52-0904713 | — | NONE | $89K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $85K | — |
| JOHNSON PRINTING COMPANY | — | HUNTINGTON, WV | NONE | $82K | — |
| TELADOC HEALTH | — | PURCHASE, NY | NONE | $61K | — |
| M&T BANK | 16-0538020 | — | NONE | $36K | — |
| SAV-RX PRESCRIPTION SERVICES | 86-1323040 | — | NONE | $33K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $24K | — |
| LOOMIS, SAYLES & COMPANY, L.P. | 20-8080381 | — | NONE | $24K | — |
| CHARTWELL INVESTMENT PARTNERS | 23-2891243 | — | NONE | $20K | — |
| DELTA DENTAL | 23-1667011 | — | NONE | $11K | — |
Investments
1 pooled fund· $9.1M(15% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NHIT CORE PLUS FIXED INCOME TRUST LOOMIS SAYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 018 | Common Collective Trust | — | — | $9.1M | 15.0% |