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Original filing (PDF)20250410155231NAL0013269411001
INLAND EMPIRE ELECTRICAL WORKERS HEALTH AND WELFARE PLAN
Form 5500
FILING_RECEIVED
INLAND EMPIRE ELECTRICAL WORKERS HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 3
~297 bps in Sched C feesNo recordkeeper disclosed17 service providers
Active participants
1,893
Accounts w/ balance
—
Plan assets (EOY)
$63.9M
Net assets (EOY)
$59.9M
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
- 297 bps in Schedule C fees — 1757% above peer band of 16 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 INLAND EMPIRE ELECTRICAL WORKERS HEALTH AND WELFARE PLAN.
Plan sponsor
Name
INLAND EMPIRE ELECTRICAL WORKERS HEALTH AND WELFARE PLAN
EIN
91-6062784
Address
1322 NORTH POST · SPOKANE, WA · 992012520
Phone
(509) 534-0600
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-10
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
17 rowsOther
17| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA | — | HARTFORD, CT | NONE | $697K | — |
| A. W. REHN & ASSOCIATES | 91-1008626 | — | NONE | $463K | — |
| DELTA DENTAL | — | SEATTLE, WA | NONE | $142K | — |
| TELEDOC HEALTH, INC | 04-3705970 | PURCHASE, NY | NONE | $81K | — |
| GREEN LIGHT | — | SCOTTSDALE, AZ | NONE | $76K | — |
| RAEL & LETSON | — | SEATTLE, WA | NONE | $66K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $58K | — |
| CAREOPERATIVE, LLC | — | NASHVILLE, TN | NONE | $50K | — |
| WASHINGTON TRUST BANK | — | SPOKANE, WA | NONE | $50K | — |
| TURNER, STOEVE & GAGLIARDI, PS | 91-1282506 | — | NONE | $43K | — |
| THE PACIFIC HEALTH COALITION | — | ANCHORAGE, AK | NONE | $35K | — |
| CORELLIAN SOFTWARE, INC | 47-1372895 | — | NONE | $31K | — |
| FIRST CHOICE HEALTH | — | SPOKANE, WA | NONE | $31K | — |
| LIVONGO HEALTH INC | — | MOUNATIN VIEW, CA | NONE | $26K | — |
| LAWTON PRINTING | — | SPOKANE, WA | NONE | $23K | — |
| VISION SERVICE PLAN | 23-7089668 | FAIRBANKS, AK | NONE | $16K | — |
| VERUS | 91-1320111 | — | NONE | $11K | — |
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.