Back to filter
Original filing (PDF)20250310105821NAL0008389987001
ELECTRICAL WORKERS LOCAL 369 BENEFIT FUND
Form 5500
FILING_RECEIVED
ELECTRICAL WORKERS LOCAL 369 BENEFIT FUND
Health & welfare plan
Signals · 3
~177 bps in Sched C feesNo recordkeeper disclosed18 service providers
Active participants
2,433
Accounts w/ balance
—
Plan assets (EOY)
$112.4M
Net assets (EOY)
$105.8M
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
- 177 bps in Schedule C fees — 1666% 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 ELECTRICAL WORKERS LOCAL 369 BENEFIT FUND.
Plan sponsor
Name
ELECTRICAL WORKERS LOCAL 369 BENEFIT FUND
EIN
61-0605310
Address
906 MINOMA AVENUE · LOUISVILLE, KY · 40217
Phone
(502) 635-2611
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-10
Welfare benefit codes
4A · Health (other than dental or vision)
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4T · Long-Term Care
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
18 rowsOther
18| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM HEALTH PLANS OF KENTUCKY INC | 61-1237516 | — | NONE | $974K | — |
| THE SEGEL COMPANY | 13-1975125 | — | NONE | $119K | — |
| MEDICAL COST MANAGEMENT | 36-3445315 | — | NONE | $117K | — |
| STAR RAINES | 61-0605310 | — | EMPLOYEE | $101K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | — | MAPLE SHADE, NJ | NONE | $98K | — |
| MICHAEL COX | 61-0605310 | — | EMPLOYEE | $87K | — |
| LISA AMSHOFF | 61-0605310 | — | EMPLOYEE | $69K | — |
| LISA CARROLL | 61-0605310 | — | EMPLOYEE | $64K | — |
| MELANIE WENDLER | 61-0605310 | — | EMPLOYEE | $58K | — |
| DONNA VOGT | 61-0605310 | — | EMPLOYEE | $55K | — |
| TAYLOR THOMPSON | 61-0605310 | — | EMPLOYEE | $51K | — |
| WAYNE CORPORATION | 61-1129889 | — | NONE | $49K | — |
| LEDBETTER PARISI LLC | — | LOUISVILLE, KY | NONE | $44K | — |
| CHERRY BEKAERT ADVISORY LLC | 88-2730877 | — | NONE | $36K | — |
| STANDARD VALUATIONS INC. | 41-1327339 | — | NONE | $26K | — |
| NAVIGATE, LLC | — | LOUISVILLE, KY | NONE | $22K | — |
| REBECCA VERON | 61-0605310 | — | EMPLOYEE-TEMP | $11K | — |
| ROBERT RAINES | 61-0605310 | — | EMPLOYEE-TEMP | $480 | — |
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.