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Original filing (PDF)20251015110040NAL0009222178003
JOINT BOARD OF TRUSTEES I.B.E.W. LOCAL 90 PENSION FUND
Form 5500
FILING_RECEIVED
I.B.E.W. LOCAL UNION NO. 90 PENSION FUND
Defined-benefit pension plan
Signals · 3
33% in single holdingNo recordkeeper disclosed11 service providers
Active participants
364
Accounts w/ balance
—
Plan assets (EOY)
$94.7M
Net assets (EOY)
$94.4M
How this plan invests
This plan
3 pooled trusts
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
84
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "s Units 213,887 Vanguard Total Stock Market Index Fund" is 33% of plan.
- 55 bps in Schedule C fees — 241% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOINT BOARD OF TRUSTEES I.B.E.W. LOCAL 90 PENSION FUND.
Plan sponsor
Name
JOINT BOARD OF TRUSTEES I.B.E.W. LOCAL 90 PENSION FUND
EIN
06-6077020
Address
8 FAIRFIELD BLVD. STE 105 · 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
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
BEERS, HAMERMAN, COHEN & BURGER, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN ASSET MANAGEMENT | 13-4994650 | NEW YORK, NY | NONE | $108K | — |
| LOOMIS SAYLES | 20-8080381 | BOSTON, MA | NONE | $85K | — |
| ZENITH AMERICAN | 52-1590516 | WALLINGFORD, CT | NONE | $59K | — |
| ROBERT CHEVERIE & ASSOCIATES | 06-1335139 | EAST HARTFORD, CT | NONE | $56K | — |
| WELLINGTON TRUST COMPANY, NA | 04-2755549 | BOSTON, MA | NONE | $48K | — |
| SUMMIT ACTUARIAL SERVICES LLC | — | NEWBURGH, NY | NONE | $48K | — |
| THE SEGAL COMPANY | 13-1835864 | BOSTON, MA | NONE | $30K | — |
| SEGAL SELECT INSURANCE SERVICE, INC | 13-2646110 | NEW YORK, NY | NONE | $30K | — |
| PRINCIPAL CUSTODY SOLUTIONS | — | WACO, TX | — | $26K | — |
| BEERS, HAMERMAN, COHEN & BURGER, PC | 47-2517893 | NEW HAVEN, CT | NONE | $23K | — |
| NOVAK FRANCELLA | 61-1436956 | KILLINGWORTH, CT | NONE | $6K | — |
Investments
4 direct securities · 3 pooled funds· $92.8M(98% 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.
Common Collective Trust
$44.7M
3 holdings
Mutual Funds
$30.2M
1 holding
Uncategorized
$17.9M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Units 213,887 Vanguard Total Stock Market Index Fund | Mutual Funds | — | $7.7M | $30.2M | 31.9% | |
| LOOMIS CORE PLUS FIXED INCOME LOOMIS SAYLES TRUST COMPANY · EIN 20-8080381 / PN 001 | Common Collective Trust | — | $19.6M | $23.9M | 25.3% | |
| JPMCB STRATEGIC PROPERTY FUND JP MORGAN BANK · EIN 13-4994650 / PN 001 | Common Collective Trust | — | $8.9M | $10.6M | 11.2% | |
| WELLINGTON CTF INTL OPS WELLINGTON TRUST COMPANY · EIN 04-2755549 / PN 001 | Common Collective Trust | — | $6.9M | $10.2M | 10.8% | |
| 870,581 PIMCO All Asset Fund | — | — | $10.5M | $9.4M | 9.9% | |
| Offshore Limited Partnership Units 8,000,000 IFM Global Infrastructure | — | — | $8.0M | $8.4M | 8.8% | |
| Money Market Funds Units * 71,787 Allspring Government Money Market Fund | — | — | $72K | $72K | <0.1% |