# Joint Board Of Trustees Alaska Electrical Health And Welfare Fund Health & Welfare Plan Source: https://planprovider.pro/companies/joint-board-of-trustees-alaska-electrical-health-and-welfare-fund-926001972-502 > Joint Board Of Trustees Alaska Electrical Health And Welfare Fund's Health & Welfare plan: 2,929 participants, plan year 2024 financials, providers, and benc… Form 5500 filing data for plan year 2024. ## 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](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor - [U.S. BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — 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| ## Similar Plans - [Joint Board Of Trustees Alaska Electrical Pension Fund](https://planprovider.pro/companies/joint-board-of-trustees-alaska-electrical-pension-plan-plan-001) — 3,855 participants - [Joint Board Of Trustees Alaska Electrical Pension Fund](https://planprovider.pro/companies/joint-board-of-trustees-alaska-electrical-pension-plan-plan-002) — 2,514 participants - [Joint Board Of Trustees Alaska Electrical Legal And Welfare Bene Fund](https://planprovider.pro/companies/joint-board-of-trustees-alaska-electrical-legal-and-welfare-bene-fund-920058156-501) — 2,129 participants - [Samson Electric, INC.](https://planprovider.pro/companies/samson-electric-inc-401k-plan) — 102 participants - [Powercheck Services, INC.](https://planprovider.pro/companies/powercheck-services-inc-401k-plan) — 1 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/joint-board-of-trustees-alaska-electrical-health-and-welfare-fund-926001972-502) © 2026 PlanProvider.Pro