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Original filing (PDF)20250710151833NAL0006699393001
BOARD OF TRUSTEES OF THE ELECTRICAL INDUSTRY APPRENTICE TRAINING PROGR
Form 5500
FILING_RECEIVED
ELECTRICAL INDUSTRY APPRENTICE TRAINING PROGRAM
Health & welfare plan
Signals · 3
~962 bps in Sched C feesNo recordkeeper disclosed11 service providers
Active participants
1,166
Accounts w/ balance
—
Plan assets (EOY)
$44.4M
Net assets (EOY)
$19.6M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 962 bps in Schedule C fees — 3218% 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 BOARD OF TRUSTEES OF THE ELECTRICAL INDUSTRY APPRENTICE TRAINING PROGR.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE ELECTRICAL INDUSTRY APPRENTICE TRAINING PROGR
EIN
61-1735214
Address
158-11 HARRY VAN ARSDALE JR. AVENUE · FLUSHING, NY · 11365
Phone
(718) 591-2000
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Name
JOINT INDUSTRY BOARD OF THE ELECTRICAL INDUSTRY
EIN
13-0891035
City
FLUSHING, NY
Phone
(718) 591-2000
Plan characteristics
Plan number
520
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-10
Welfare benefit codes
4J · Apprenticeship and Training
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOINT INDUSTRY BOARD | 13-0891035 | — | PLAN ADMINISTRATOR | $3.9M | — |
Other
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JKB SERVICES, INC. | 11-3302449 | — | NONE | $181K | — |
| KAMCO SUPPLY CORP | 11-0941695 | — | NONE | $54K | — |
| CENTRAL MOVING & STORAGE CO INC | 11-2849919 | — | NONE | $33K | — |
| COHEN WEISS AND SIMON LLP | 13-1592323 | — | NONE | $15K | — |
| DEUTSCHE BANK | 13-6065488 | — | NONE | $14K | — |
| ALLIANT INSURANCE | 33-0785439 | — | NONE | $13K | — |
| INSIGHT NORTH AMERICA LLC | 82-0983489 | — | NONE | $10K | — |
| STATE STREET BANK & TRUST CO | 04-1867445 | — | NONE | $7K | — |
| THE WASTE CONNECTION OF NEW YORK | 13-3960687 | — | NONE | $7K | — |
| ELLENOFF GROSSMAN & SCHOLE LLP | 13-3643185 | — | NONE | $5K | — |
Investments
1 pooled fund· $1.3M(3% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ULLICO INFRASTRUCTURE TAX EXEMPT FU ULLICO INVESTMENT ADVISORS · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | $1.3M | 2.9% |