Original filing (PDF)20251014085753NAL0005179618001

BOARD OF TRUSTEES-SOUTHERN CT IBEW PENSION FUND

Name: BOARD OF TRUSTEES-SOUTHERN CT IBEW PENSION FUND — SOUTHERN CT IBEW PENSION PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES-SOUTHERN CT IBEW PENSION FUND

Form 5500

FILING_RECEIVED

SOUTHERN CT IBEW PENSION PLAN

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed9 service providers

Active participants

345

Accounts w/ balance

—

Plan assets (EOY)

$57.9M

Net assets (EOY)

$57.8M

How this plan invests

This plan

1 collective trust

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)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES-SOUTHERN CT IBEW PENSION FUND.

Plan sponsor

Name

BOARD OF TRUSTEES-SOUTHERN CT IBEW PENSION FUND

EIN

06-0969878

Address

C/O ZENITH AMERICAN SOLUTIONS · 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

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

NOVAK FRANCELLA, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

9 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
R. CHEVERIE & ASSOC	06-1335139	—	NONE	$52K	—
ZENITH AMERICAN SOLUTIONS	52-1590516	—	NONE	$48K	—
CBIZ RETIREMENT PLAN SERVICES	31-1582098	—	NONE	$40K	—
SOLXSYS ADMIN. SOLUTIONS, LLC	82-2454243	—	NONE	$34K	—
MORGAN STANLEY SMITH BARNEY LLC	20-8764829	—	NONE	$34K	—
GROSVENOR CAPITAL MANAGEMENT, LP

Investments

1 pooled fund· $7K(0% 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
LONGVIEW ULTRA CONSTRUCTION LOAN FD AMALGAMATED BANK · EIN 20-8434730 / PN 006	Common Collective Trust	$7K	<0.1%

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