Original filing (PDF)20251013194655NAL0004070434002

TRUSTEES OF IBEW LOCAL 363-WELFARE

Name: TRUSTEES OF IBEW LOCAL 363-WELFARE — IBEW LOCAL 363 WELFARE PLAN, Form 5500 (2024)
Creator: TRUSTEES OF IBEW LOCAL 363-WELFARE

Form 5500

FILING_RECEIVED

IBEW LOCAL 363 WELFARE PLAN

Health & welfare plan

Signals · 4

28% in single holding18% employer stock~167 bps in Sched C fees13 service providers

Active participants

763

Accounts w/ balance

—

Plan assets (EOY)

$61.6M

Net assets (EOY)

$48.2M

How this plan invests

This plan

432 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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (2nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUSTEES OF IBEW LOCAL 363-WELFARE.

Plan sponsor

Name

TRUSTEES OF IBEW LOCAL 363-WELFARE

EIN

13-6132502

Address

67 COMMERCE DRIVE SOUTH · HARRIMAN, NY · 10926

Phone

(845) 783-3500

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

4E · Vision

4L · Death Benefits (other than life insurance)

4Q · Other

Audit & trust (Schedule H)

Auditor

MSPC CERTIFIED PUBLIC ACCOUNTANTS &

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

13 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
MSPC CERTIFIED PUBLIC ACCOUNTANTS	22-2951202	CRANFORD, NJ	NONE	$22K	—

Other service providers

Name	EIN	Location	Relation

Investments

432 direct securities· $53.0M(86% of reported assets)

Other securities

$30.6M

52 holdings

U.S. Treasuries

$9.6M

31 holdings

Common Stock

$9.6M

275 holdings

Bonds / Notes

$3.1M

70 holdings

Agency / Mortgage-Backed

$196K

3 holdings

Stable Value

$17K

1 holding

					% of plan
Webster National Association	Other securities	—	$15.1M	$15.1M	24.5%
Vanguard Growth ETF	Other securities	—	$2.3M	$3.5M	5.8%
Ishares Core MSCI Int Devp Mar	Other securities	—	$2.5M	$2.8M	4.5%
JPMorgan Mortgage-Backed SEC I	Other securities	—	$2.3M	$2.3M	3.8%
Doubleline Total Return I	Other securities	—	$1.4M	$1.3M	2.2%
United States Treasury Note 3.750% 03/31/29	U.S. Treasuries	—	$1.1M	$1.1M	1.8%
Federated Hermes Govt Obl Avr	Other securities	—	$1.1M	$1.1M	1.7%
Vanguard Value ETF Index	Other securities	—	$825K	$974K	1.6%
United States Treasury Bond 4.250% 08/15/54	U.S. Treasuries	—	$915K	$884K	1.4%
United States Treasury Note 3.500% 01/31/28	U.S. Treasuries	—	$685K	$681K	1.1%
Morgan Stanley Bank N.A.	Other securities	—	$614K	$614K	1.0%
United States Treasury Note 3.500% 09/30/26	U.S. Treasuries	—	$597K	$596K	1.0%
United States Treasury Note 4.375% 07/31/26	U.S. Treasuries	—	$565K	$566K	0.9%
GQC Partners Emrg Mkts Eq Ins	Other securities	—	$438K	$556K	0.9%
United States Treasury Note 4.375% 07/15/27	U.S. Treasuries	—	$550K	$545K	0.9%
United States Treasury Note 4.250% 06/30/29	U.S. Treasuries	—	$544K	$537K	0.9%
Ishares Core MSCI Emerging	Other securities	—	$476K	$517K	0.8%
United States Treasury Note 4.250% 11/15/34	U.S. Treasuries	—	$460K	$453K	0.7%
PIA BBB Bond Fd-Completion	Other securities	—	$329K	$341K	0.6%
United States Treasury Note 4.250% 12/31/26	U.S. Treasuries	—	$289K	$289K	0.5%
United States Treasury Note 4.875% 11/30/25	U.S. Treasuries	—	$271K	$273K	0.4%
United States Treasury Note 4.500% 03/31/26	U.S. Treasuries	—	$269K	$272K	0.4%
United States Treasury Note 4.250% 03/15/27	U.S. Treasuries	—	$246K	$249K	0.4%
United States Treasury Note 2.250% 02/15/27	U.S. Treasuries	—	$224K	$230K	0.4%
Microsoft Corp	Common Stock	—	$47K	$228K	0.4%
United States Treasury Note Floating Rate 219,000 4.480% 10/31/26	U.S. Treasuries	—	$219K	$219K	0.4%
Nvidia Corp	Common Stock	—	$16K	$213K	0.3%
United States Treasury Note 4.250% 11/30/26	U.S. Treasuries	—	$209K	$209K	0.3%
United States Treasury Note 4.125% 11/15/27	U.S. Treasuries	—	$207K	$207K	0.3%
United States Treasury Note 1.750% 12/31/26	U.S. Treasuries	—	$190K	$193K	0.3%
United States Treasury Note 2.375% 03/31/29	U.S. Treasuries	—	$188K	$191K	0.3%
United States Treasury Note 4.000% 02/29/28	U.S. Treasuries	—	$191K	$190K	0.3%
United States Treasury Note 3.750% 12/31/30	U.S. Treasuries	—	$197K	$190K	0.3%
TD Bank NA	Other securities	—	$190K	$190K	0.3%
United States Treasury Note 3.875% 12/31/29	U.S. Treasuries	—	$189K	$189K	0.3%
JPMorgan Chase & Co	Common Stock	—	$74K	$186K	0.3%
Amazon Com Inc	Common Stock	—	$65K	$185K	0.3%
United States Treasury Note 4.625% 02/28/26	U.S. Treasuries	—	$167K	$168K	0.3%
United States Treasury Note 5.000% 08/31/25	U.S. Treasuries	—	$165K	$166K	0.3%
FHLMC 30 Yr Gold SD8257 4.500% 10/01/52	Agency / Mortgage-Backed	—	$160K	$153K	0.2%
United States Treasury Note 3.125% 08/31/27	U.S. Treasuries	—	$152K	$153K	0.2%
United States Treasury Note 4.000% 07/31/30	U.S. Treasuries	—	$154K	$152K	0.2%
United States Treasury Note 4.375% 08/15/26	U.S. Treasuries	—	$124K	$125K	0.2%
United States Treasury Note 4.625% 10/15/26	U.S. Treasuries	—	$123K	$125K	0.2%
Wells Fargo & Co 4.808% 07/25/28	Bonds / Notes	—	$113K	$116K	0.2%
Waste Management Inc 4.875% 02/15/29	Bonds / Notes	—	$114K	$116K	0.2%
AT&T Inc 1.650% 02/01/28	Bonds / Notes	—	$111K	$116K	0.2%
Bank of America Corp 3.974% 02/07/30	Bonds / Notes	—	$115K	$115K	0.2%
Walmart Inc 1.500% 09/22/28	Bonds / Notes	—	$113K	$115K	0.2%
Truist Financial Corp 1.125% 08/03/27	Bonds / Notes	—	$116K	$115K	0.2%

1–50 of 432

1 / 9

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.

Vanguard$4.5M BlackRock / iShares$3.3M JPMorgan$2.7M Morgan Stanley$678K Wells Fargo / Allspring$227K Goldman Sachs$188K Voya$43K Fidelity$35K

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L. 363 JAT RE CORP.	13-3765269	—	AFFILIATED BENEFIT FUND	$18K	—
BERARD & ASSOCIATES	13-3774222	—	NONE	$13K	—