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Original filing (PDF)20250630153230NAL0029020690001
JOINT BOARD OF TRUSTEES, ELECTRICAL
Form 5500
FILING_RECEIVED
ELECTRICAL WORKERS DEFERRED INCOME PLAN LOCAL 103, I.B.E.W.
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed12 service providers
Active participants
8,421
Accounts w/ balance
10,127
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
How this plan invests
This plan
12 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — 53% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOINT BOARD OF TRUSTEES, ELECTRICAL.
Plan sponsor
Name
JOINT BOARD OF TRUSTEES, ELECTRICAL
DBA
WORKERS LOCAL 103, I.B.E.W.
EIN
04-2471895
Address
256 FREEPORT STREET, 2ND FLOOR · BOSTON, MA · 02122
Phone
(617) 288-5999
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-06-30
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
MANZI & ASSOCIATES L.L.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCAL 103, IBEW HEALTH BENEFIT PLAN | 04-6063733 | — | AFFILIATED FUND | $486K | — |
| ASB CAPITAL MGMT | 80-0618452 | — | NONE | $360K | — |
| NATIONAL REAL ESTATE ADVISORS LLC | 26-2237421 | — | NONE | $248K | — |
| STATE STREET GLOBAL ADVISORS | 04-0025081 | — | NONE | $55K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $42K | — |
| 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 | — |
| GALLIARD CAPITAL MANAGEMENT | 94-9907844 | — | NONE | $0 | — |
| INVESCO NATIONAL TRUST COMPANY | 84-0591534 | — | NONE | $0 | — |
Investments
12 pooled funds· $1.5B(95% 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.
| Investment | Type | Current value | % 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% |
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