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Original filing (PDF)20251010215506NAL0008189169001
BOARD OF TRUSTEES, ELECTRICAL WORKERS HEALTH & WELFARE
Form 5500
FILING_RECEIVED
ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND FOR CONTRA COSTA COUNTY
Health & welfare plan
Signals · 4
55% in single holding~568 bps in Sched C feesNo recordkeeper disclosed10 service providers
Active participants
732
Accounts w/ balance
—
Plan assets (EOY)
$26.5M
Net assets (EOY)
$14.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "[DFE: U.S. AGGREGATE BOND INDEX SL CTF (no filing on disk)]" is 55% of plan.
- 568 bps in Schedule C fees — 1857% 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 BOARD OF TRUSTEES, ELECTRICAL WORKERS HEALTH & WELFARE.
Plan sponsor
Name
BOARD OF TRUSTEES, ELECTRICAL WORKERS HEALTH & WELFARE
DBA
TRUST FUND FOR CONTRA COSTA COUNTY
EIN
94-6085741
Address
1330 ARNOLD DR STE 250 · MARTINEZ, CA · 94553
Phone
(925) 372-3222
Industry
Finance & Insurancesee 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
2025-10-10
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVRX PRESCRIPTION SERVICES | 47-0527013 | — | NONE | $685K | — |
| ANTHEM BLUE CROSS | 95-4331852 | — | NONE | $280K | — |
| CCC ELECTRICAL IND LABOR MGMT CO TR | 68-0299780 | — | NONE | $240K | — |
| SOLXSYS | — | TROY, MI | NONE | $94K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $67K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $51K | — |
| NEYHART, ANDERSON, FLYNN & GROSBOLL | 94-2576729 | — | NONE | $34K | — |
| LANTAN AND ASSOCIATES | 92-3971331 | — | NONE | $28K | — |
| AABCO | — | CONCORD, CA | NONE | $19K | — |
| BEAT IT EAP | 77-0111619 | — | NONE | $8K | — |
Investments
2 pooled funds· $12.4M(47% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| U.S. AGGREGATE BOND INDEX SL CTF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-6880538 / PN 501 | Common Collective Trust | — | — | $6.8M | 25.5% | |
| S&P 500 INDEX SL CTFSTATE STREET GL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-3205013 / PN 501 | Common Collective Trust | — | — | $5.6M | 21.2% |