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Original filing (PDF)20260310121040NAL0003651440001
JOINT BOARD OF TRUSTEE OF I.B.E.W.
Form 5500
FILING_RECEIVED
I.B.E.W. LOCAL #490 ANNUITY PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
378
Accounts w/ balance
408
Plan assets (EOY)
$33.2M
Net assets (EOY)
$33.1M
How this plan invests
This plan
10 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly 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 JOINT BOARD OF TRUSTEE OF I.B.E.W..
Plan sponsor
Name
JOINT BOARD OF TRUSTEE OF I.B.E.W.
EIN
02-6075267
Address
48 AIRPORT ROAD · CONCORD, NH · 033015307
Phone
(603) 224-4239
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| I.B.E.W. LOCAL 490 PENSION FUND | 02-6026500 | — | NONE | $42K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $33K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $18K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $13K | — |
| KRAKOW, SOURIS & LANDRY LLC | 04-3363718 | — | NONE | $10K | — |
| EMPOWER ADVISORY GROUP LLC | 84-1532243 | — | NONE | $6K | — |
Investments
10 pooled funds· $4.9M(15% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AM. FDS. 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $1.1M | 3.2% | |
| GREAT GRAY TRUST AM. FDS. 2055 I GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $1.0M | 3.0% | |
| GREAT GRAY TRUST AM. FDS. 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $760K | 2.3% | |
| GREAT GRAY TRUST AM. FDS. 2060 I GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $682K | 2.1% | |
| GREAT GRAY TRUST AM. FDS. 2040 I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $562K | 1.7% | |
| GREAT GRAY TRUST AM. FDS. 2025 I GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $446K | 1.3% | |
| GREAT GRAY TRUST AM. FDS. 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $247K | 0.7% | |
| GREAT GRAY TRUST AM. FDS. 2030 I GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $158K | 0.5% | |
| GREAT GRAY TRUST AM. FDS. 2015 I GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $15K | <0.1% | |
| GREAT GRAY TRUST AM. FDS. 2020 I GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $6K | <0.1% |