Joint Board of Trustees, Electrical's EIN is 04-2471895.
Download the official 2023 Form 5500 (PDF) for Joint Board of Trustees, Electrical from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Joint Board of Trustees, Electrical's plan includes money-purchase contributions.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASB CAPITAL MGMT | 80-0618452 | — | NONE | $360K | — |
| NATIONAL REAL ESTATE ADVISORS LLC | 26-2237421 | — | NONE | $248K | — |
| STATE STREET GLOBAL ADVISORS | 04-0025081 | — | NONE |
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.
| % of plan | |||
|---|---|---|---|
| IBEW-NECA EQUITY INDEX FUND IBEW/CHEVY CHASE TRUST · EIN 52-2037618 / PN 007 | Common Collective Trust | $599.5M | 36.7% |
| INVESCO IBEW/NECA STABLE VAL POOLED IBEW/INVESCO NATIONAL TRUST COMPANY · EIN 84-0591534 / PN 002 | Common Collective Trust | $399.6M | 24.5% |
| T. ROWE. PRICE STABLE VALUE FUND T. ROWE PRICE · EIN 41-0345483 / PN 001 | Common Collective Trust | $204.8M | 12.5% |
| MSCI EAFE INDEX SL FUND SSGA · EIN 04-0025081 / PN 240 | Common Collective Trust | $72.0M | 4.4% |
| GALLIARD SHORT CORE FUND F SEI TRUST COMPANY · EIN 52-2252204 / PN 001 | Common Collective Trust | $70.6M | 4.3% |
| MULTI-EMPLOYER PROPERTY TRUST NEW TOWER TRUST COMPANY · EIN 30-0872552 / PN 001 | Common Collective Trust | $53.3M | 3.3% |
| GALLIARD INTERMEDIATE CORE FUND L SEI TRUST COMPANY · EIN 27-6635237 / PN 001 | Common Collective Trust | $51.1M | 3.1% |
| ASB ALLIGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257003 / PN 003 | Common Collective Trust | $40.2M | 2.5% |
| GALLIARD SA INT CORE FUND Q SEI TRUST COMPANY · EIN 45-6924923 / PN 001 | Common Collective Trust | $18.1M | 1.1% |
| GALLIARD SA INT CORE FUND E SEI TRUST COMPANY · EIN 94-6751921 / PN 001 | Common Collective Trust | $17.9M | 1.1% |
| GALLIARD SA INT CORE FUND C SEI TRUST COMPANY · EIN 52-2250965 / PN 001 | Common Collective Trust | $17.9M | 1.1% |
| A S SHORT-TERM INVESTMENT FUND II SEI TRUST COMPANY · EIN 83-6683437 / PN 001 | Common Collective Trust | $3.4M | 0.2% |
| $55K |
| — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $42K | — |
| GALLIARD CAPITAL MANAGEMENT | 94-9907844 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCAL 103, IBEW HEALTH BENEFIT PLAN | 04-6063733 | — | AFFILIATED FUND | $486K | — |
| MANZI & ASSOCIATES L.L.C. | 04-3508036 | — | NONE | $39K | — |
| KRAKOW, SOURIS & LANDRY | 04-3363718 | — | NONE | $10K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $9K | — |
| CHEVY CHASE TRUST | 52-2037618 | — | NONE | $0 | — |
| NEW TOWER TRUST COMPANY | 30-0872552 | — | NONE | $0 | — |
| INVESCO NATIONAL TRUST COMPANY | 84-0591534 | — | NONE | $0 | — |
