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Original filing (PDF)20250721105936NAL0001097457005
THE BOARD OF TRUSTEES, ELECTRICIANS
Form 5500
FILING_RECEIVED
ELECTRICIANS HEALTH AND WELFARE PLAN IBEW 995
Health & welfare plan
Signals · 3
~1148 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
313
Accounts w/ balance
—
Plan assets (EOY)
$6.1M
Net assets (EOY)
$5.6M
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
- 1148 bps in Schedule C fees — 2108% above peer band of 52 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 THE BOARD OF TRUSTEES, ELECTRICIANS.
Plan sponsor
Name
THE BOARD OF TRUSTEES, ELECTRICIANS
DBA
HEALTH AND WELFARE PLAN, IBEW 995
EIN
72-6029075
Address
8111 TOM DRIVE · BATON ROUGE, LA · 708158047
Phone
—
Industry
Finance & Insurancesee 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
2025-07-21
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
DUPLANTIER, HRAPMANN, HOGAN & MAHER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS | 36-1236610 | CHICAGO, IL | NONE | $192K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | BALTIMORE, MD | NONE | $116K | — |
| KRISTINE GUILLOT | 72-6057089 | BATON ROUGE, LA | EMPLOYEE | $73K | — |
| ROBEIN, URANN, SPENCER, PICARD & CA | 72-0999672 | METAIRIE, LA | NONE | $72K | — |
| DAWN HALL | 72-6057089 | BATON ROUGE, LA | EMPLOYEE | $67K | — |
| ERIN GUEHO | 72-6057089 | BATON ROUGE, LA | EMPLOYEE | $52K | — |
| THE SEGAL COMPANY | 94-1503999 | HOUSTON, TX | NONE | $46K | — |
| VANESSA NORTON | 72-6057089 | BATON ROUGE, LA | EMPLOYEE | $46K | — |
| DUPLANTIER, HRAPMANN, HOGAN, & MAHE | 72-0567396 | NEW ORLEANS, LA | NONE | $42K | — |
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.