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Original filing (PDF)20251106155505NAL0024686802001
BOARD OF TRUSTEES, ELECTRICAL WORKERS HEALTH AND
Form 5500
FILING_RECEIVED
ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO
Health & welfare plan
Signals · 3
~303 bps in Sched C feesNo recordkeeper disclosed13 service providers
Active participants
1,364
Accounts w/ balance
—
Plan assets (EOY)
$86.7M
Net assets (EOY)
$65.0M
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
- 303 bps in Schedule C fees — 1794% 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 BOARD OF TRUSTEES, ELECTRICAL WORKERS HEALTH AND.
Plan sponsor
Name
BOARD OF TRUSTEES, ELECTRICAL WORKERS HEALTH AND
DBA
WELFARE TRUST FUND FOR
EIN
94-6061762
Address
720 MARKET ST STE 700 · SAN FRANCISCO, CA · 94102
Phone
(415) 263-3670
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-11-06
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| E.I.S.B., INC. | 94-1541240 | — | NONE | $1.5M | — |
| CALIFORNIA PHYSICIANS SERVICE | 94-0360524 | — | NONE | $337K | — |
| NWPS | 91-2090931 | — | NONE | $257K | — |
| DELTA DENTAL OF CALIFORNIA | 94-1461312 | — | NONE | $244K | — |
| DODGE & COX | 94-1441976 | — | NONE | $70K | — |
| PGIM REAL ESTATE | — | SAN FRANCISCO, CA | NONE | $67K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $52K | — |
| PSG CONSULTING | 27-2345574 | — | NONE | $44K | — |
| LEONARD CARDER LLP | 94-2819269 | — | NONE | $34K | — |
| ALAN BILLER & ASSOCIATES, INC. | 94-2854958 | — | NONE | $30K | — |
| DAVID CRUTCHER | 20-3194050 | — | NONE | $14K | — |
| COMERICA | 94-6062674 | — | NONE | $9K | — |
| STEPHEN HORN INSURANCE SVCS | 94-3249244 | — | NONE | $0 | — |
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.