Original filing (PDF)20250729092631NAL0005476082002

JOINT BOARD OF TRUSTEES OF IBEW LOCAL UNION 317 ELECTRICAL VACATION FU

Name: JOINT BOARD OF TRUSTEES OF IBEW LOCAL UNION 317 ELECTRICAL VACATION FU — IBEW LOCAL UNION 317 ELECTRICAL VACATION FUND, Form 5500 (2024)
Creator: JOINT BOARD OF TRUSTEES OF IBEW LOCAL UNION 317 ELECTRICAL VACATION FU

Form 5500

FILING_RECEIVED

IBEW LOCAL UNION 317 ELECTRICAL VACATION FUND

Health & welfare plan

Signals · 3

100% in single holding~143 bps in Sched C feesNo recordkeeper disclosed

Active participants

564

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOINT BOARD OF TRUSTEES OF IBEW LOCAL UNION 317 ELECTRICAL VACATION FU.

Plan sponsor

Name

JOINT BOARD OF TRUSTEES OF IBEW LOCAL UNION 317 ELECTRICAL VACATION FU

EIN

55-6062828