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Original filing (PDF)20250414153655NAL0000837907001
BOARD OF TRUSTEES-PENSION FUND LOCAL 96-IBEW
Form 5500
FILING_RECEIVED
PENSION FUND LOCAL 96-IBEW
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed13 service providers
Active participants
292
Accounts w/ balance
—
Plan assets (EOY)
$62.2M
Net assets (EOY)
$62.1M
How this plan invests
This plan
2 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
- 44 bps in Schedule C fees — 173% above peer band of 16 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 BOARD OF TRUSTEES-PENSION FUND LOCAL 96-IBEW.
Plan sponsor
Name
BOARD OF TRUSTEES-PENSION FUND LOCAL 96-IBEW
EIN
04-6295080
Address
P.O. BOX 5817 · WALLINGFORD, CT · 064927617
Phone
(203) 269-7741
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. | 52-1590516 | — | NONE | $74K | — |
| SEGAL ROITMAN | 04-2489114 | — | NONE | $40K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $35K | — |
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | NONE | $32K | — |
| SMITH, GRAHAM & CO. INV. ADVISORS | 76-0301817 | — | NONE | $31K | — |
| COMERICA BANK | 42-1741646 | — | NONE | $17K | — |
| DANA INVESTMENT ADVISORS, INC. | 39-1512278 | — | NONE | $16K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $16K | — |
| SANTANDER BANK | 23-1237295 | — | NONE | $7K | — |
| GOLDPOINT PARTNERS LLC | 13-4091043 | — | NONE | $3K | — |
| INTERCONTINENTAL REAL ESTATE CORP | 04-2895544 | — | NONE | $0 | — |
| NEW TOWER TRUST COMPANY | 30-0872552 | — | NONE | $0 | — |
| MASSACHUSETTS MUTUAL LIFE INSURANCE | 04-1590850 | — | NONE | $0 | — |
Investments
2 pooled funds· $11.1M(18% 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 CHEVY CHASE TRUST COMPANY · EIN 31-1772714 / PN 003 | Common Collective Trust | $7.5M | 12.1% |
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $3.5M | 5.7% |