Original filing (PDF)20251013194151NAL0003985938001

Trustees of IBEW LU 363 Supplement Unemployment Benefit Fund

Name: Trustees of IBEW LU 363 Supplement Unemployment Benefit Fund — Form 5500 Plan 503 (2024)
Creator: Trustees of IBEW LU 363 Supplement Unemployment Benefit Fund
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

IBEW LU 363 Supplement Unemployment Benefit Fund

Health & welfare plan · Trustees of IBEW LU 363 Supplement Unemployment Benefit Fund's IBEW LU 363 Supplement Unemployment Benefit Fund held $8.0M in plan assets for 703 participants in 2024.

Signals · 2

30% employer stock~80 bps in Sched C fees

Active participants

703

Accounts w/ balance

—

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

Plan identifiers

Trustees of IBEW LU 363 Supplement Unemployment Benefit Fund's EIN is 02-0546331.

EIN 02-0546331

Plan number 503

Plan year 2024

ACK ID 20251013194151NAL0003985938001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trustees of IBEW LU 363 Supplement Unemployment Benefit Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUSTEES OF IBEW LU 363 SUPPLEMENT UNEMPLOYMENT BENEFIT FUND.

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How this plan invests

This plan

470 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (6th percentile).

Plan sponsor

Name

TRUSTEES OF IBEW LU 363 SUPPLEMENT UNEMPLOYMENT BENEFIT FUND

EIN

all filings

Address

67 COMMERCE DRIVE SOUTH · HARRIMAN, NY · 10926

Phone

(845) 783-3500

Industry

Electrical Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

503

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Welfare benefit codes

4C · Supplemental unemployment

Audit & trust (Schedule H)

Auditor

MSPC CERTIFIED PUBLIC ACCOUNTANTS &

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
MSPC CERTIFIED PUBLIC ACCOUNTANTS	22-2951202	CRANFORD, NJ	NONE	$9K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY LLC	26-4310632	—	NONE	$22K	—

Investments

470 direct securities· $7.8M(97% of reported assets)

Other securities

$3.0M

86 holdings

Common Stocks

$2.4M

315 holdings

U.S. Treasuries

$1.3M

44 holdings

Mutual Funds

$871K

3 holdings

Agency / Mortgage-Backed

$204K

22 holdings

					% of plan
Vanguard Growth ETF	Mutual Funds	—	—	$690K	8.6%
iShares Core MSCI Int Devp Mar	Other securities	—	—	$526K	6.5%
JPMorgan Mortgage-Backed SEC I	Other securities	—	—	$462K	5.8%
Webster Bank National Association	Other securities	—	$296K	$296K	3.7%
Doubleline Total Return I	Other securities	—	—	$264K	3.3%
KeyBank National Association	Other securities	—	$231K	$231K	2.9%
Federated Hermes Govt	Other securities	—	$193K	$193K	2.4%
Vanguard Value ETF Index	Mutual Funds	—	—	$174K	2.2%
GQG Partners Emrg Mkts Eq Ins	Other securities	—	—	$123K	1.5%
Morgan Stanley Private Bank NA	Other securities	—	$119K	$119K	1.5%
United States Treasury Note	U.S. Treasuries	—	$110K	$110K	1.4%
United States Treasury Note	U.S. Treasuries	—	$104K	$104K	1.3%
iShares Core MSCI Emerging	Other securities	—	—	$98K	1.2%
TD Bank N.A.	Other securities	—	$81K	$81K	1.0%
United States Treasury Note	U.S. Treasuries	—	$70K	$71K	0.9%
United States Treasury Note	U.S. Treasuries	—	$61K	$59K	0.7%
United States Treasury Note	U.S. Treasuries	—	$56K	$56K	0.7%
Federal National MTG Assn Pool BV7709	Other securities	—	$57K	$55K	0.7%
United States Treasury Note	U.S. Treasuries	—	$53K	$53K	0.7%
United States Treasury Note	U.S. Treasuries	—	$50K	$50K	0.6%
United States Treasury Note	U.S. Treasuries	—	$50K	$50K	0.6%
United States Treasury Note	U.S. Treasuries	—	$45K	$45K	0.6%
Microsoft Corp	Common Stocks	—	—	$43K	0.5%
PIA BBB Bond Fd	Other securities	—	—	$42K	0.5%
United States Treasury Note Floating Rate	U.S. Treasuries	—	$41K	$41K	0.5%
Nvidia Corporation	Common Stocks	—	—	$40K	0.5%
United States Treasury Note	U.S. Treasuries	—	$40K	$40K	0.5%
United States Treasury Note	U.S. Treasuries	—	$39K	$39K	0.5%
United States Treasury Note	U.S. Treasuries	—	$38K	$38K	0.5%
JPMorgan Chase & Co	Common Stocks	—	—	$37K	0.5%
Amazon Com Inc	Common Stocks	—	—	$34K	0.4%
United States Treasury Bond	U.S. Treasuries	—	$36K	$32K	0.4%
United States Treasury Note	U.S. Treasuries	—	$31K	$31K	0.4%
United States Treasury Bond	U.S. Treasuries	—	$31K	$29K	0.4%
United States Treasury Note	U.S. Treasuries	—	$28K	$28K	0.3%
Federal National MTG Assn Pool CB9153	Other securities	—	$28K	$28K	0.3%
United States Treasury Note	U.S. Treasuries	—	$27K	$28K	0.3%
FHLMC 30 Yr Gold SD8200	Agency / Mortgage-Backed	—	$29K	$27K	0.3%
United States Treasury Bond	U.S. Treasuries	—	$31K	$26K	0.3%
United States Treasury Note	U.S. Treasuries	—	$25K	$25K	0.3%
United States Treasury Note	U.S. Treasuries	—	$25K	$24K	0.3%
FHLMC 30 Yr Gold SD8178	Agency / Mortgage-Backed	—	$30K	$24K	0.3%
United States Treasury Note	U.S. Treasuries	—	$24K	$24K	0.3%
United States Treasury Note	U.S. Treasuries	—	$24K	$24K	0.3%
United States Treasury Note	U.S. Treasuries	—	$23K	$23K	0.3%
United States Treasury Note	U.S. Treasuries	—	$23K	$23K	0.3%
United States Treasury Note	U.S. Treasuries	—	$23K	$23K	0.3%
Federal National MTG Assn Pool AL9903	Other securities	—	$26K	$23K	0.3%
Schneider Elec SA Unsp ADR	Common Stocks	—	—	$23K	0.3%
Federal National MTG Assn Pool MA4578	Other securities	—	$24K	$22K	0.3%