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Original filing (PDF)20260311162503NAL0006141762001
BOARD OF TRUSTEES, IBEW LOCAL 234 HEALTH AND WELFARE
Form 5500
FILING_RECEIVED
IBEW LOCAL 234 HEALTH AND WELFARE TRUST
Health & welfare plan
Signals · 3
~781 bps in Sched C feesNo recordkeeper disclosed10 service providers
Active participants
266
Accounts w/ balance
—
Plan assets (EOY)
$12.1M
Net assets (EOY)
$5.2M
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
- 781 bps in Schedule C fees — 2595% above peer band of 29 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, IBEW LOCAL 234 HEALTH AND WELFARE.
Plan sponsor
Name
BOARD OF TRUSTEES, IBEW LOCAL 234 HEALTH AND WELFARE
DBA
TRUST
EIN
94-6250011
Address
6293 SAN IGNACIO AVE · SAN JOSE, CA · 95119
Phone
(408) 588-3768
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-11
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4Q · Other
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 |
|---|---|---|---|---|---|
| SAV-RX | 86-1323040 | — | NONE | $433K | — |
| BENESYS ADMINISTRATORS | 38-2383171 | — | NONE | $186K | — |
| EMPLOYEE 01 | 94-6250011 | — | NONE | $99K | — |
| ANTHEM BLUE CROSS LIFE & HEALTH | 95-4331852 | — | NONE | $88K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $56K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $35K | — |
| MAMMINI COMPANY, INC | 47-0879697 | — | NONE | $24K | — |
| NEYHART, ANDERSON, FLYNN & GROSBOLL | 94-2576729 | — | NONE | $16K | — |
| SMART SOURCE | 30-0830429 | — | NONE | $5K | — |
| WEX HEALTH INC. | 06-1593514 | — | 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.