Original filing (PDF)20251014100438NAL0005348866001

Institute of Electrical and Electronics Engineers, Inc.

Name: Institute of Electrical and Electronics Engineers, Inc. — Form 5500 Plan 001 (2024)
Creator: Institute of Electrical and Electronics Engineers, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan

Defined-benefit pension plan · Institute of Electrical and Electronics Engineers, Inc.'s The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan held $58.3M in plan assets for 262 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

262

Accounts w/ balance

—

Plan assets (EOY)

$58.3M

Net assets (EOY)

$58.3M

People on this filing

Roger Dutkin signed Institute of Electrical and Electronics Engineers, Inc.'s 2024 Form 5500 as plan administrator.

Roger Dutkin — Plan Administrator — Form 5500 signer
Kelly Armstrong — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Institute of Electrical and Electronics Engineers, Inc.'s EIN is 13-1656633.

EIN 13-1656633

Plan number 001

Plan year 2024

ACK ID 20251014100438NAL0005348866001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Institute of Electrical and Electronics Engineers, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

311 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (19th percentile).
Plan is frozen (1I) — no new benefit accrual.

Helping the score

Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC.

EIN

all filings

Address

445 HOES LANE · PISCATAWAY, NJ · 088541331

Phone

(732) 562-5317

Industry

Other Services (ex. Public Admin)

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

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

CROWE, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
BANK OF NEW YORK MELLON	13-5160382	—	TRUSTEE	$38K	—

Data / Research / Other vendors

Name	EIN	Location	Relation	Direct comp	Indirect comp
INCOME RESEARCH & MANAGEMENT	04-2955404	—	NONE	$170K	—

Other service providers

Investments

311 direct securities · 1 pooled fund· $57.7M(99% 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.

Bonds / Notes

$32.3M

215 holdings

U.S. Treasuries

$14.1M

12 holdings

Common Stocks

$5.3M

69 holdings

Mutual Funds

$3.3M

1 holding

Corporate Bonds

$1.3M

5 holdings

Other securities

$1.2M

9 holdings

Common Collective Trust

$290K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Dodge & Cox$3.3M Goldman Sachs$690K JPMorgan$680K MetLife$424K Wells Fargo / Allspring$340K Prudential / PGIM$329K Morgan Stanley$292K Nationwide$96K

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Institute of Electrical and Electronics Engineers, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Name	EIN	Location	Relation	Direct comp	Indirect comp
SIT INVESTMENTS ASSOCIATES	41-1404829	—	NONE	$10K	—

					% of plan
U S TREASURY BOND 1.750% 08/15/2041 DD 08/15/21	U.S. Treasuries	—	$6.6M	$4.4M	7.6%
DODGE & COX STOCK-I Mutual Fund	Mutual Funds	—	$2.0M	$3.3M	5.6%
U S TREASURY BOND 2.000% 08/15/2051 DD 08/15/21	U.S. Treasuries	—	$3.5M	$2.0M	3.4%
U S TREASURY BOND 4.500% 02/15/2044 DD 02/15/24	U.S. Treasuries	—	$1.8M	$1.7M	3.0%
U S TREASURY BOND 4.250% 02/15/2054 DD 02/15/24	U.S. Treasuries	—	$1.5M	$1.5M	2.5%
U S TREASURY BOND 3.000% 08/15/2052 DD 08/15/22	U.S. Treasuries	—	$1.1M	$991K	1.7%
U S TREASURY BOND 3.375% 08/15/2042 DD 08/15/22	U.S. Treasuries	—	$1.0M	$961K	1.6%
U S TREASURY BOND 3.875% 05/15/2043 DD 05/15/23	U.S. Treasuries	—	$726K	$685K	1.2%
U S TREASURY BOND 2.250% 08/15/2046 DD 08/15/16	U.S. Treasuries	—	$743K	$668K	1.1%
BANK OF AMERICA CORP VAR RT 06/19/2041 DD 06/19/20	Common Stocks	—	$734K	$668K	1.1%
ANHEUSER-BUSCH COS LLC / ANHEU 4.900% 02/01/2046 DD 02/01/19	Bonds / Notes	—	$708K	$662K	1.1%
U S TREASURY BOND 4.125% 08/15/2053 DD 08/15/23	U.S. Treasuries	—	$655K	$625K	1.1%
BERKSHIRE HATHAWAY ENERGY CO 6.125% 04/01/2036 DD 10/01/06	Bonds / Notes	—	$464K	$436K	0.7%
DUKE ENERGY CAROLINAS LLC 5.300% 02/15/2040 DD 11/19/09	Bonds / Notes	—	$549K	$431K	0.7%
METLIFE INC VAR RT 12/15/2044 DD 09/15/14	Common Stocks	—	$426K	$424K	0.7%
CHARTER COMMUNICATIONS OPERATI 6.484% 10/23/2045 DD 10/23/16	Bonds / Notes	—	$527K	$416K	0.7%
ABBVIE INC 4.400% 11/06/2042 DD 05/06/13	Corporate Bonds	—	$420K	$378K	0.6%
BURLINGTON NORTHERN SANTA FE L 5.750% 05/01/2040 DD 05/17/10	Bonds / Notes	—	$435K	$375K	0.6%
NVIDIA CORP Common Stock	Common Stocks	—	$19K	$366K	0.6%
VERIZON COMMUNICATIONS INC 3.700% 03/22/2061 DD 03/22/21	Bonds / Notes	—	$549K	$365K	0.6%
(continued) ENTERPRISE PRODUCTS OPERATING 5.700% 02/15/2042 DD 08/24/11	Corporate Bonds	—	$410K	$360K	0.6%
PRUDENTIAL FINANCIAL INC 5.700% 12/14/2036 DD 12/14/06	Bonds / Notes	—	$333K	$329K	0.6%
CALIFORNIA ST 7.500% 04/01/2034 DD 04/28/09	Bonds / Notes	—	$383K	$325K	0.6%
EXELON CORP 5.100% 06/15/2045 DD 12/15/15	Bonds / Notes	—	$443K	$315K	0.5%
AT&T INC 3.800% 12/01/2057 DD 06/01/21	Bonds / Notes	—	$489K	$315K	0.5%
SEMPRA 6.000% 10/15/2039 DD 10/08/09	Bonds / Notes	—	$390K	$309K	0.5%
GOLDMAN SACHS GROUP INC/THE 6.250% 02/01/2041 DD 01/28/11	Bonds / Notes	—	$336K	$303K	0.5%
CITIGROUP INC 6.675% 09/13/2043 DD 09/13/13	Bonds / Notes	—	$352K	$299K	0.5%
LOCKHEED MARTIN CORP 4.700% 05/15/2046 DD 11/23/15	Bonds / Notes	—	$382K	$295K	0.5%
OCCIDENTAL PETROLEUM CORP 0.000% 10/10/2036 DD 09/18/19	Bonds / Notes	—	$289K	$291K	0.5%
SHORT TERM INVESTMENT FUND BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023	Common Collective Trust	—	—	$290K	0.5%
APPLE INC Common Stock	Common Stocks	—	$13K	$289K	0.5%
KINDER MORGAN INC 5.050% 02/15/2046 DD 02/26/15	Bonds / Notes	—	$323K	$283K	0.5%
NEW YORK CITY NY TRANSITIONAL 5.572% 11/01/2038 DD 11/03/10	Bonds / Notes	—	$336K	$278K	0.5%
DD 11/13/19	Other securities	—	$325K	$273K	0.5%
AT&T INC 3.500% 09/15/2053 DD 03/15/21	Bonds / Notes	—	$347K	$267K	0.5%
ROGERS COMMUNICATIONS INC 5.000% 03/15/2044 DD 03/10/14	Bonds / Notes	—	$305K	$266K	0.5%
COMCAST CORP 2.987% 11/01/2063 DD 05/01/22	Bonds / Notes	—	$437K	$253K	0.4%
KEYSPAN GAS EAST CORP 144A 5.819% 04/01/2041 DD 03/31/11	Bonds / Notes	—	$322K	$252K	0.4%
VIRGINIA ELECTRIC AND POWER CO 6.350% 11/30/2037 DD 12/04/07	Bonds / Notes	—	$316K	$251K	0.4%
HONEYWELL INTERNATIONAL INC 5.250% 03/01/2054 DD 03/01/24	Bonds / Notes	—	$263K	$248K	0.4%
NORFOLK SOUTHERN CORP 4.050% 08/15/2052 DD 02/15/18	Bonds / Notes	—	$344K	$247K	0.4%
ALABAMA POWER CO 3.700% 12/01/2047 DD 11/08/17	Bonds / Notes	—	$353K	$247K	0.4%
SIMON PROPERTY GROUP LP 5.850% 03/08/2053 DD 03/08/23	Bonds / Notes	—	$232K	$236K	0.4%
DUKE ENERGY PROGRESS LLC 4.100% 03/15/2043 DD 03/12/13	Bonds / Notes	—	$286K	$236K	0.4%
WELLS FARGO & CO 3.900% 05/01/2045 DD 04/30/15	Bonds / Notes	—	$311K	$233K	0.4%
UNITEDHEALTH GROUP INC 5.750% 07/15/2064 DD 07/25/24	Bonds / Notes	—	$238K	$233K	0.4%
FLORIDA POWER & LIGHT CO 5.690% 03/01/2040 DD 02/09/10	Bonds / Notes	—	$285K	$233K	0.4%
(continued) CIGNA GROUP/THE 4.800% 07/15/2046 DD 01/15/20	Corporate Bonds	—	$300K	$231K	0.4%
XCEL ENERGY INC 4.800% 09/15/2041 DD 09/12/11	Bonds / Notes	—	$291K	$229K	0.4%

1–50 of 312

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