Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Alaska Electrical Health And Welfare Fund
- Sponsor EIN: 926001972
- Sponsor Address: 701 E TUDOR ST SUITE 200, ANCHORAGE, AK, 99503
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 2,929
- Total Assets: $56.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,929 | $56.4M | $75.2M | $4.1M |
| 2023 | 2,863 | $52.3M | $71.0M | $11.9M |
| 2022 | 2,825 | $47.3M | $68.2M | $12.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AETNA | Other Service Provider | $830,576 | — | $830,576 |
| ZELIS CLAIMS INTEGRITY, INC. | Other Service Provider | $232,622 | $165,212 | $397,834 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $338,481 | — | $338,481 |
| HEALTH CARE COST MANAGEMENT CORP AK | Other Service Provider | $184,886 | — | $184,886 |
| RENALOGIC, INC | Other Service Provider | $175,536 | — | $175,536 |
| RAEL & LETSON, INC | Other Service Provider | $142,686 | — | $142,686 |
| TELEDOC HEALTH | Other Service Provider | $114,341 | — | $114,341 |
| LAURIE BUTCHER | Other Service Provider | $104,787 | — | $104,787 |
| GREGORY STOKES | Other Service Provider | $87,099 | — | $87,099 |
| BARLOW COUGHRAN MORALES & JOSEPHSON | Other Service Provider | $84,375 | — | $84,375 |
| GENARO GARCIA | Other Service Provider | $79,498 | — | $79,498 |
| PATTI JANUSIEWICZ | Other Service Provider | $76,837 | — | $76,837 |
| COLOR ART PRINTING | Other Service Provider | $73,333 | — | $73,333 |
| CATHERINE LAURIO | Other Service Provider | $56,369 | — | $56,369 |
| TRANSCARENT, INC | Other Service Provider | $50,568 | — | $50,568 |
| CLIFTONLARSONALLEN LLP | Auditor | $47,077 | — | $47,077 |
| CAMERON NEWSTROM | Other Service Provider | $46,620 | — | $46,620 |
| COREEN SIMANTEL | Other Service Provider | $41,755 | — | $41,755 |
| MELANIE FLOWERS | Other Service Provider | $40,402 | — | $40,402 |
| VANESSA BUSBY | Other Service Provider | $39,810 | — | $39,810 |
| EDUCATION MANAGEMENT SERVICES | Other Service Provider | $39,299 | — | $39,299 |
| MICHELLE HOKKANEN | Other Service Provider | $32,871 | — | $32,871 |
| U.S. BANK NATIONAL ASSOCIATION | Recordkeeper | $32,049 | — | $32,049 |
| JIAN GUO | Other Service Provider | $30,181 | — | $30,181 |
| JULIA BELARDE | Other Service Provider | $29,695 | — | $29,695 |
| U.S. BANK | Other Service Provider | $28,398 | — | $28,398 |
| INTERNATIONAL DATA SYSTEMS INC | Other Service Provider | $27,531 | — | $27,531 |
| CLARA BELLE GLORIA | Other Service Provider | $26,533 | — | $26,533 |
| VISION SERVICE PLAN | Other Service Provider | $26,303 | — | $26,303 |
| MEGHAN GRANDORFF | Other Service Provider | $25,571 | — | $25,571 |
| LAURA MAHORIC | Other Service Provider | $25,462 | — | $25,462 |
| LOKAN & ASSOCIATES | Other Service Provider | $23,276 | — | $23,276 |
| EXPRESS BUSINESS SERVICES LLC | Other Service Provider | $22,717 | — | $22,717 |
| CORELLIAN SOFTWARE INC | Other Service Provider | $21,915 | — | $21,915 |
| SHORETT COMMUNICATIONS | Other Service Provider | $21,563 | — | $21,563 |
| CVS PHARMACY INC. | Other Service Provider | $18,516 | — | $18,516 |
| EXTEND HEALTH | Other Service Provider | $18,123 | — | $18,123 |
| VITAL RECORDS HOLDINGS, LLC | Other Service Provider | $9,686 | — | $9,686 |
| KEEPITSAFE, INC. | Other Service Provider | $8,893 | — | $8,893 |
| BIRCH HORTON BITTER & CHEROT | Other Service Provider | $6,839 | — | $6,839 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
- U.S. BANK NATIONAL ASSOCIATION — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,488,291
- Estimated Expense Ratio: 6.189% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,855,952 | — | $356,604 | $27,575 | — |
| 2023 | $2,702,779 | — | $442,861 | — | — |
| 2022 | $2,472,994 | $72,178 | $441,077 | — | $229,940 |