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Original filing (PDF)20251015143413NAL0004850401001
BOARD OF TRUSTEES OF THE ELECTRICAL MEDICAL TRUST
Form 5500
FILING_RECEIVED
ELECTRICAL MEDICAL TRUST
Health & welfare plan
Signals · 3
~430 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
2,001
Accounts w/ balance
—
Plan assets (EOY)
$37.1M
Net assets (EOY)
$34.1M
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
- 430 bps in Schedule C fees — 1384% 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 MEDICAL TRUST.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE ELECTRICAL MEDICAL TRUST
EIN
74-1621269
Address
8441 GULF FREEWAY, SUITE 304 · HOUSTON, TX · 77017
Phone
(713) 643-9300
Industry
Electrical Contractors· Constructionsee 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
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
EDWARDS AND LEATHERS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | HARTFORD, CT | NONE | $737K | — |
| NAVITUS | — | MADISON, WI | NONE | $389K | — |
| THE SEGAL COMPANY | 94-1503999 | ADDISON, TX | NONE | $184K | — |
| BENEFIT RESOURCES, INC. | 76-0560942 | HOUSTON, TX | NONE | $150K | — |
| HEALTHLINX | — | DRAPER, UT | NONE | $72K | — |
| SOUTHEAST CHAPTER OF NECA | 74-1003971 | HOUSTON, TX | NONE | $27K | — |
| PATRICK FLYNN | 76-0440964 | HOUSTON, TX | NONE | $20K | — |
| EDWARDS AND LEATHERS, P.C. | 20-8739519 | BAYTOWN, TX | NONE | $19K | — |
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.