Original filing (PDF)20251014164319NAL0003313281001

IBEW Western Utilities Health and Welfare Trust Fund

Name: IBEW Western Utilities Health and Welfare Trust Fund — Form 5500 (2024)
Creator: IBEW Western Utilities Health and Welfare Trust Fund
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Health & welfare plan · IBEW Western Utilities Health and Welfare Trust Fund held $59.8M in plan assets for 1,802 participants in 2024, with Iron Mountain as recordkeeper.

Signals · 3

100% in single holding~344 bps in Sched C fees13 service providers

Active participants

1,802

Accounts w/ balance

—

Plan assets (EOY)

$59.8M

Net assets (EOY)

$52.6M

Plan identifiers

IBEW Western Utilities Health and Welfare Trust Fund's EIN is 87-0496328.

EIN 87-0496328

Plan number 505

Plan year 2024

ACK ID 20251014164319NAL0003313281001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for IBEW Western Utilities Health and Welfare Trust Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

IBEW Western Utilities Health and Welfare Trust Fund's plan includes health coverage, life insurance, dental coverage, vision coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IBEW WESTERN UTILITIES HEALTH AND WELFARE TRUST FUND.

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How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (2nd percentile).

Plan sponsor

Name

IBEW WESTERN UTILITIES HEALTH AND WELFARE TRUST FUND

EIN

all filings

Address

7180 KOLL CENTER PKWY STE 200 · PLEASANTON, CA · 945663272

Phone

(925) 208-9999

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

505

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life insurance

4D · Dental

4E · Vision

4Q · Other

Audit & trust (Schedule H)

Auditor

BALDWIN MOFFITT BEHM LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

13 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
IRON MOUNTAIN	—	SAN ANONIO, TX	NONE	$17K	—

Investment manager

Name	EIN	Location	Relation

Investments

1 direct security· $56.0M(94% of reported assets)

PI						% of plan
	[Assets held in registered investment companies (mutual funds)]	Other	—	—	$56.0M	93.7%

1–1 of 1

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