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Original filing (PDF)20251002175454NAL0001167232001
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL LEGAL AND WELFARE BENE FUND
Form 5500
FILING_RECEIVED
ALASKA ELECTRICAL LEGAL AND WELFARE BENEFITS FUND
Health & welfare plan
Signals · 4
31% in single holding~119 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
2,129
Accounts w/ balance
—
Plan assets (EOY)
$10.7M
Net assets (EOY)
$10.6M
How this plan invests
This plan
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
84
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund" is 31% of plan.
- 119 bps in Schedule C fees — 312% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL LEGAL AND WELFARE BENE FUND.
Plan sponsor
Name
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL LEGAL AND WELFARE BENE FUND
EIN
92-0058156
Address
701 E TUDOR ROAD · SUITE 200 · ANCHORAGE, AK · 99503
Phone
(907) 276-1246
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
2025-10-02
Welfare benefit codes
4G · Prepaid Legal
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAURA MAHORIC | 92-6005171 | — | EMPLOYEE | $35K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $23K | — |
| U.S.BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $23K | — |
| COLOR ART PRINTING CO., INC. | 92-0027042 | — | NONE | $22K | — |
| BARLOW COUGHRAN MORALES & JOSEPHSON | 91-0889948 | — | NONE | $13K | — |
| EXPRESS BUSINESS SERVICES,LLC | 91-1807227 | — | NONE | $12K | — |
Investments
10 direct securities· $10.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | $2.5M | $3.4M | 31.6% | |
| Ishares Core U.S. Aggregate Bond Etf | — | — | $3.6M | $3.2M | 30.2% | |
| Vanguard Total International Etf | — | — | $2.4M | $2.3M | 21.5% | |
| Vanguard Real Estate Etf | — | — | $874K | $836K | 7.8% | |
| Schwab U S Tips Etf | — | — | $601K | $540K | 5.0% | |
| First Am Government Obligation Fund | — | — | $371K | $371K | 3.5% | |
| (g) (Loss) Net Gain $ | — | — | $65K | $36K | 0.3% | |
| Transaction Date$ | — | — | $65K | $36K | 0.3% | |
| Selling Price $ | — | — | $65K | $36K | 0.3% | |
| 152 Purchases77 Sales2 Purchases2 Sales2 Purchases2 Purchases1 Sales1 Purchases Mutual Fund 14,081 UnitsMutual Fund 38,032 UnitsMutual Fund 39,175 UnitsMutual Fund 9,385 UnitsMoney Market Fund:Mutual Fund: | — | — | $39K | $9K | <0.1% |