Back to filter
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% |
Related plans
Other plans using JOINT INDUSTRY BOARD
BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL IND
DEFERRED SALARY PLAN OF THE ELECTRICAL INDUSTRY
$8.0B · 23,406 participants
BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSION
PENSION, HOSPITALIZATION & BENEFIT PLAN OF THE ELECTRICAL INDUSTRY - PENSION TRUST ACCT
$5.0B · 15,968 participants
BOARD OF TRUSTEES OF THE ANNUITY PLAN OF THE ELECTRICAL INDUSTRY
ANNUITY PLAN OF THE ELECTRICAL INDUSTRY
$2.2B · 18,200 participants
BD OF TR OF THE ADDITIONAL SECURITY BENEFITS PL OF THE ELECTRICAL IND
ADDITIONAL SECURITY BENEFITS PLAN OF THE ELECTRICAL INDUSTRY
$354.1M · 950 participants
BOARD OF TRUSTEES OF THE ELECTRICAL EMPLOYERS SELF-INS SAFETY PLAN
ELECTRICAL EMPLOYERS SELF-INSURANCE SAFETY PLAN
$346.4M · 11,592 participants
BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-WELFARE
PENSION, HOSPITALIZATION & BENEFIT PLAN OF THE ELECTRICAL INDUSTRY - WELFARE ACCOUNT
$264.9M · 15,573 participants
Similar-size Electrical Contractors plans
HUMPHREY & ASSOCIATES, INC.
HUMPHREY & ASSOCIATES, INC. 401(K) PLAN
$44.3M · 415 participants
BOARD OF TRUSTEES, IBEW LOCAL 684 MONEY PURCHASE
IBEW LOCAL 684 MONEY PURCHASE PENSION AND PROFIT SHARING PLAN
$44.2M · 463 participants
BOARD OF TRUSTEES IBEW LOCAL NO 32 NECA PSAP
IBEW LOCAL NO. 32 NECA PROFIT SHARING ANNUITY PLAN
$44.5M · 365 participants
TRUSTEES OF IBEW LOCAL NO. 9 & LINE CLEARANCE CONTRACTORS H & W FUND
IBEW LOCAL NO. 9 AND LINE CLEARANCE CONTRACTORS HEALTH & WELFARE FUND
$44.0M · 819 participants
ELM ELECTRICAL, INC.
ELM ELECTRICAL, INC. 401(K) PLAN
$43.8M · 224 participants
CSI ELECTRICAL CONTRACTORS, INC.
CSI ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN
$43.6M · 283 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B