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Original filing (PDF)20251013192643NAL0000914131002
IBEW LOCAL 363 JOINT APPRENTICESHIP TRAINING FUND
Form 5500
FILING_RECEIVED
IBEW LOCAL 363 JOINT APPRENTICESHIP TRAINING FUND
Health & welfare plan
Signals · 4
28% in single holding~396 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
844
Accounts w/ balance
—
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.3M
How this plan invests
This plan
392 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
86
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "KeyBank National Association" is 28% of plan.
- 396 bps in Schedule C fees — 1265% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IBEW LOCAL 363 JOINT APPRENTICESHIP TRAINING FUND.
Plan sponsor
Name
IBEW LOCAL 363 JOINT APPRENTICESHIP TRAINING FUND
EIN
13-6132505
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
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Welfare benefit codes
4J · Apprenticeship and Training
Audit & trust (Schedule H)
Auditor
MSPC CERTIFIED PUBLIC ACCOUNTANTS &
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIAM EDWARDS | 13-6132505 | — | EMPLOYEE | $160K | — |
| CLINTON BROWN | 13-6132502 | — | EMPLOYEE | $131K | — |
| SHAUNA BAIRD | 13-6132505 | — | EMPLOYEE | $59K | — |
| MSPC | 22-2951202 | — | NONE | $24K | — |
| ARCHER BYINGTON & LEVINE LLP | 26-0873462 | — | NONE | $16K | — |
| MORGAN STANLEY | 26-4310632 | — | NONE | $12K | — |
| BERNARD & ASSOCIATES | 13-3774222 | — | NONE | $8K | — |
Investments
390 direct securities· $5.8M(56% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| KeyBank National Association | — | — | $1.6M | $1.6M | 15.7% | |
| Vanguard Growth Etf | — | — | $217K | $350K | 3.4% | |
| Ishares Core MSCI Int Devp Mar | — | — | $268K | $290K | 2.8% | |
| JPMorgan Mortgage-Backed Sec I | — | — | $263K | $264K | 2.5% | |
| TD Bank N.A. | — | — | $180K | $180K | 1.7% | |
| Doubleline Total Return I | — | — | $146K | $143K | 1.4% | |
| Federated Hermes Govt Obl Avr | — | — | $91K | $91K | 0.9% | |
| Webster Bank National Association | — | — | $84K | $84K | 0.8% | |
| PIA BBB Bond Fd-Completion Sh | — | — | $96K | $82K | 0.8% | |
| Morgan Stanley Private Bank NA | — | — | $71K | $71K | 0.7% | |
| GQG Partners Emrg Mkts Eq Ins | — | — | $46K | $59K | 0.6% | |
| Vanguard Value Etf Index | — | — | $51K | $59K | 0.6% | |
| Ishares Core MSCI Emerging | — | — | $55K | $59K | 0.6% | |
| US Treasury Note 2.25% 02/15/27 | — | — | $54K | $56K | 0.5% | |
| US Treasury Note 1.75% 12/31/26 | — | — | $47K | $47K | 0.4% | |
| US Treasury Note 4.00% 02/29/28 | — | — | $47K | $47K | 0.4% | |
| US Treasury Note 3.75% 12/31/30 | — | — | $48K | $46K | 0.4% | |
| US Treasury Note 2.38% 03/31/29 | — | — | $45K | $46K | 0.4% | |
| US Treasury Note 3.88% 12/31/29 | — | — | $46K | $46K | 0.4% | |
| US Treasury Note 4.00% 07/31/30 | — | — | $38K | $37K | 0.4% | |
| US Treasury Note 3.13% 08/31/27 | — | — | $37K | $37K | 0.4% | |
| US Treasury Note 3.38% 05/15/33 | — | — | $38K | $37K | 0.4% | |
| US Treasury Note 1.38% 12/31/28 | — | — | $38K | $37K | 0.4% | |
| Federal National Mtg Assn Pool AL2740 | — | — | — | $32K | 0.3% | |
| JPMorgan Chase & Co 4.57% 06/14/30 | — | — | $28K | $28K | 0.3% | |
| Truist Financial Corp 1.13% 08/03/27 | — | — | $31K | $28K | 0.3% | |
| CVS Health Corp 4.30% 03/25/28 | — | — | $28K | $28K | 0.3% | |
| US Treasury Note 1.25% 05/31/28 | — | — | $27K | $28K | 0.3% | |
| Wells Fargo & Co Fxd 4.81% 07/25/28 | — | — | $27K | $28K | 0.3% | |
| US Treasury Note 4.50% 11/15/33 | — | — | $29K | $28K | 0.3% | |
| Walmart Inc 1.50% 09/22/28 | — | — | $28K | $28K | 0.3% | |
| Goldman Sachs Group Inc 4.48% 08/23/28 | — | — | $26K | $28K | 0.3% | |
| US Treasury Note 4.00% 10/31/29 | — | — | $27K | $28K | 0.3% | |
| PIA MBS Bond-Completion Sh | — | — | $28K | $27K | 0.3% | |
| AT&T Inc 1.65% 02/01/28 | — | — | $26K | $27K | 0.3% | |
| Waste Management Inc 4.88% 02/15/29 | — | — | $27K | $27K | 0.3% | |
| United States Treasury Note 2.625% 05/31/27 | — | — | $26K | $27K | 0.3% | |
| Bank Of America Corp Fxd 3.97% 02/07/30 | — | — | $27K | $27K | 0.3% | |
| Northrop Grumman Corp 3.25% 01/15/28 | — | — | $26K | $27K | 0.3% | |
| Microsoft Corp | — | — | $5K | $22K | 0.2% | |
| Nvidia Corporation | — | — | $1K | $21K | 0.2% | |
| JPMorgan Chase & Co | — | — | $10K | $21K | 0.2% | |
| Apple Inc | — | — | $10K | $21K | 0.2% | |
| United States Treasury Note 4.250% 01/31/26 | — | — | $20K | $20K | 0.2% | |
| United States Treasury Note 4.250% 06/30/31 | — | — | $20K | $20K | 0.2% | |
| Amazon Com Inc | — | — | $3K | $16K | 0.2% | |
| United States Treasury Note 1.250% 11/30/26 | — | — | $16K | $16K | 0.2% | |
| United States Treasury Note 4.625% 09/30/28 | — | — | $14K | $14K | 0.1% | |
| Meta Platforms Inc | — | — | $4K | $13K | 0.1% | |
| United States Treasury Note 4.250% 02/28/29 | — | — | $13K | $13K | 0.1% | |
| Schneider Elec Sa Unsp Adr | — | — | $12K | $12K | 0.1% | |
| FHLMC 30 Yr Gold SD8200 2.500% 03/01/52 | — | — | $13K | $12K | 0.1% | |
| Broadcom Inc 52 174 | — | — | — | $12K | 0.1% | |
| Alphabet Inc Cl C | — | — | $3K | $12K | 0.1% | |
| Sanofi Adr 499 Sap Ag | — | — | $8K | $11K | 0.1% | |
| UnitedHealth Gp Inc | — | — | $8K | $11K | 0.1% | |
| Compass Group Plc Spd Adr | — | — | $10K | $11K | 0.1% | |
| T-Mobile USA Inc 5.050% 07/15/33 | — | — | $11K | $11K | 0.1% | |
| FHLMC 30 Yr Gold SD8206 3.000% 04/01/52 | — | — | $11K | $11K | 0.1% | |
| United States Treasury Note 1.875% 02/15/71 | — | — | $13K | $11K | 0.1% | |
| Abbvie Inc Com | — | — | $9K | $11K | 0.1% | |
| Capital One Financial Corp Fxd 5.817% 02/01/34 | — | — | $10K | $10K | <0.1% | |
| Air Liquide Adr | — | — | $10K | $10K | <0.1% | |
| United States Treasury Note 4.375% 11/30/28 | — | — | $10K | $10K | <0.1% | |
| United States Treasury Note 4.000% 11/15/42 | — | — | $11K | $10K | <0.1% | |
| Hitachi 10 Com New Adr | — | — | $9K | $10K | <0.1% | |
| Oracle Corp | — | — | $6K | $10K | <0.1% | |
| Taiwan Smcndctr Mfg Co Ltd Adr 48 869 | — | — | — | $10K | <0.1% | |
| Honeywell Intl Inc | — | — | $8K | $9K | <0.1% | |
| Deutsche Boerse Ag Unspon Adr | — | — | $9K | $9K | <0.1% | |
| Federal National Mtg Assn Pool CB9153 6.000% 11/20/24 | — | — | $9K | $9K | <0.1% | |
| United States Treasury Note 2.000% 05/15/46 | — | — | $10K | $9K | <0.1% | |
| Home Depot Inc | — | — | $7K | $9K | <0.1% | |
| Roche Holdings Adr | — | — | $9K | $9K | <0.1% | |
| Experian Gp Ltd Adr | — | — | $9K | $8K | <0.1% | |
| Walmart Inc | — | — | $5K | $8K | <0.1% | |
| Tesla Inc | — | — | $3K | $8K | <0.1% | |
| FHLMC 30 Yr Gold SD8194 2.500% 02/01/52 | — | — | $10K | $8K | <0.1% | |
| United States Treasury Note 4.625% 10/15/26 | — | — | $8K | $8K | <0.1% | |
| Wells Fargo & Co Fxt 5.500% 01/23/35 | — | — | $6K | $8K | <0.1% | |
| FHLMC 30 Yr Gold SD8188 2.000% 01/01/52 | — | — | $8K | $8K | <0.1% | |
| Compagnie Fin Richetmontag Adr | — | — | $7K | $8K | <0.1% | |
| UBS Group Ag Shs | — | — | $8K | $8K | <0.1% | |
| Johnson & Johnson | — | — | $7K | $8K | <0.1% | |
| Wells Fargo & Co New | — | — | $5K | $7K | <0.1% | |
| Morgan Stanley | — | — | $5K | $7K | <0.1% | |
| Abbott Laboratories | — | — | $7K | $7K | <0.1% | |
| Netflix Inc | — | — | $2K | $7K | <0.1% | |
| United States Treasury Note 4.375% 05/15/34 | — | — | $7K | $7K | <0.1% | |
| Natera Inc Com 477 Nestle Spon Adr Rep Reg Shr | — | — | $9K | $7K | <0.1% | |
| Alphabet Inc Cl A | — | — | $2K | $7K | <0.1% | |
| Federal National Mtg Assn Pool MA4842 5.500% 12/01/52 | — | — | $7K | $7K | <0.1% | |
| Mastercard Inc Cl A | — | — | $4K | $7K | <0.1% | |
| Capgemini S E Unsponsored Adr | — | — | $6K | $6K | <0.1% | |
| Federal National Mtg Assn Pool MA4438 10,000 2.500% 10/01/51 | — | — | $8K | $6K | <0.1% | |
| Oracle Corp 2.950% 04/01/30 | — | — | $6K | $6K | <0.1% | |
| United States Treasury Note 1.750% 01/31/29 | — | — | $6K | $6K | <0.1% | |
| FHLMC 30 Yr Gold SD8167 2.500% 09/01/50 | — | — | $8K | $6K | <0.1% | |
| Intl Business Machines Corp | — | — | $4K | $6K | <0.1% | |
| Canadian Natl Railway Co | — | — | $7K | $6K | <0.1% | |
| Linde Plc | — | — | $5K | $6K | <0.1% | |
| United States Treasury Note 4.250% 12/31/25 | — | — | $6K | $6K | <0.1% | |
| R Horton Inc | — | — | $5K | $6K | <0.1% | |
| United States Treasury Note 4.125% 08/31/30 | — | — | $6K | $6K | <0.1% | |
| McDonalds Corp | — | — | $5K | $6K | <0.1% | |
| Zurich Insurance | — | — | $5K | $6K | <0.1% | |
| Qiagen Nv | — | — | $6K | $6K | <0.1% | |
| Amadeus It Group S.A. Adr | — | — | $5K | $6K | <0.1% | |
| Fiserv Inc 3.500% 07/01/29 | — | — | $6K | $6K | <0.1% | |
| United States Treasury Note 1.875% 02/15/51 | — | — | $7K | $6K | <0.1% | |
| CBRE Group Inc | — | — | $1K | $6K | <0.1% | |
| Aia Group Ltd Spon Adr | — | — | $6K | $6K | <0.1% | |
| Merck Kgaa Spd Adr | — | — | $6K | $5K | <0.1% | |
| RTX Corp 6.400% 03/15/24 | — | — | $5K | $5K | <0.1% | |
| McKesson Corp | — | — | $2K | $5K | <0.1% | |
| Federal National Mtg Assn Pool MA4626 4.000% 06/01/52 | — | — | $6K | $5K | <0.1% | |
| Home Depot Inc 2.700% 04/15/30 | — | — | $6K | $5K | <0.1% | |
| CMS Energy Cp 972 Coca Cola Co | — | — | $6K | $5K | <0.1% | |
| Chipotle Mexican Grill Inc Com 726 Chubb Ltd | — | — | $3K | $5K | <0.1% | |
| Exxon Mobil Corp | — | — | $5K | $5K | <0.1% | |
| Edward Lifesciences Corp 481 Eli Lilly & Co | — | — | $2K | $5K | <0.1% | |
| Hologic Inc | — | — | $6K | $5K | <0.1% | |
| ConocoPhillips | — | — | $3K | $5K | <0.1% | |
| Walt Disney Co Hldg Co | — | — | $5K | $5K | <0.1% | |
| Compagnie De St Gobain Unsp | — | — | $5K | $5K | <0.1% | |
| Applovin Corp 995 Archrock Inc | — | — | $2K | $5K | <0.1% | |
| Philip Morris Intl Inc | — | — | $4K | $5K | <0.1% | |
| Procter & Gamble | — | — | $4K | $5K | <0.1% | |
| Truist Financial Corp Fxd 5.867% 06/08/34 | — | — | $5K | $5K | <0.1% | |
| Essilorluxottica Adr | — | — | $4K | $5K | <0.1% | |
| General Motors Financial Co Inc 6.100% 06/13/34 | — | — | $5K | $5K | <0.1% | |
| Engie Spons Adr | — | — | $5K | $5K | <0.1% | |
| Gatx Corp | — | — | $4K | $5K | <0.1% | |
| US Bancorp Fxd 3.350% 01/23/30 | — | — | $5K | $5K | <0.1% | |
| Houlihan Lokey Inc Cl A | — | — | $3K | $5K | <0.1% | |
| Lowe's Cos Inc 1.700% 10/15/30 | — | — | $6K | $5K | <0.1% | |
| Kinder Morgan Inc 4.300% 06/01/25 | — | — | $5K | $5K | <0.1% | |
| JPMorgan Chase & Co 1.764% 11/19/31 | — | — | $5K | $5K | <0.1% | |
| Moog Inc Cl A | — | — | $3K | $5K | <0.1% | |
| Elevance Health Inc 5.375% 06/15/34 | — | — | $5K | $5K | <0.1% | |
| Relx Plc Sponsored Adr | — | — | $5K | $5K | <0.1% | |
| Ryanair Hldgs Plc Adr | — | — | $5K | $5K | <0.1% | |
| Mtu Aero Engines Ag | — | — | $5K | $5K | <0.1% | |
| Intesa Sanpaolo S.P.A. Adr | — | — | $5K | $5K | <0.1% | |
| Bank of America Corp | — | — | $2K | $5K | <0.1% | |
| Cisco Sys Inc | — | — | $3K | $5K | <0.1% | |
| Daikin Inds Ltd Unspon Adr | — | — | $5K | $5K | <0.1% | |
| United States Treasury Note 2.875% 08/15/28 | — | — | $5K | $5K | <0.1% | |
| Goldman Sachs Grp Inc | — | — | $3K | $5K | <0.1% | |
| Novo Nordisk | — | — | $5K | $5K | <0.1% | |
| Mitsubishi Electric Adr | — | — | $3K | $5K | <0.1% | |
| Regeneron Pharmeceuticals Inc 496 Reinsurance Group of America | — | — | $3K | $5K | <0.1% | |
| Ing Groep Nv Adr | — | — | $4K | $5K | <0.1% | |
| Mastercard Inc 3.350% 03/26/30 | — | — | $5K | $5K | <0.1% | |
| Terumo Corp Adr Unspon Adr | — | — | $5K | $5K | <0.1% | |
| Raymond James Fincl Inc | — | — | $3K | $5K | <0.1% | |
| Ryder Systems Inc | — | — | $3K | $5K | <0.1% | |
| ServiceNow Inc | — | — | $3K | $5K | <0.1% | |
| LPL Finl Hldgs Inc Com | — | — | $4K | $5K | <0.1% | |
| Chevron Corp | — | — | $5K | $5K | <0.1% | |
| Sony Group Corporation Adr | — | — | $3K | $5K | <0.1% | |
| FHLMC 30 Yr Gold SD8214 3.500% 05/01/52 | — | — | $5K | $4K | <0.1% | |
| Dbs Group Holdings Ltd Sp | — | — | $4K | $4K | <0.1% | |
| AutoZone Inc | — | — | $2K | $4K | <0.1% | |
| Carlsberg As | — | — | $5K | $4K | <0.1% | |
| Denso Corp Ltd Adr | — | — | $4K | $4K | <0.1% | |
| Pernod Ricard Sa Adr | — | — | $4K | $4K | <0.1% | |
| FHLMC 30 Yr Gold SD8341 5.000% 07/01/53 | — | — | $4K | $4K | <0.1% | |
| Cf Industries Holdings | — | — | $4K | $4K | <0.1% | |
| Enbridge Inc 6.700% 11/15/53 | — | — | $4K | $4K | <0.1% | |
| Synopsis Inc 483 Sysco Corp | — | — | $4K | $4K | <0.1% | |
| UnitedHealth Group Inc 2.000% 05/15/30 | — | — | $5K | $4K | <0.1% | |
| London Stk Exchange Group Adr | — | — | $4K | $4K | <0.1% | |
| FHLMC 30 Yr Gold QG6305 4.500% 07/01/53 | — | — | $4K | $4K | <0.1% | |
| Sumitomo Corp Spon Adr | — | — | $4K | $4K | <0.1% | |
| Shin Etsu Chem Co Ltd Adr | — | — | $5K | $4K | <0.1% | |
| Teledyne Tech Inc | — | — | $4K | $4K | <0.1% | |
| Trade Desk Inc Class A 912 Trane Technologies Plc | — | — | $2K | $4K | <0.1% | |
| Comcast Corp | — | — | $4K | $4K | <0.1% | |
| Eni Spa Amer Dep Rcpt | — | — | $4K | $4K | <0.1% | |
| Parker Hannifin Corp | — | — | $2K | $4K | <0.1% | |
| Snap On Inc | — | — | $3K | $4K | <0.1% | |
| Comcast Corp 3.450% 02/01/50 | — | — | $6K | $4K | <0.1% | |
| Fidelity Natl Information Se | — | — | $4K | $4K | <0.1% | |
| Discover Fincl Svcs | — | — | $3K | $4K | <0.1% | |
| American Express Co | — | — | $2K | $4K | <0.1% | |
| Woodward Inc Com | — | — | $2K | $4K | <0.1% | |
| Cencora Inc | — | — | $2K | $4K | <0.1% | |
| CRH Plc | — | — | $2K | $4K | <0.1% | |
| Accenture | — | — | $3K | $4K | <0.1% | |
| Novartis Ag Adr | — | — | $3K | $4K | <0.1% | |
| Marsh & McLennan Cos Inc | — | — | $3K | $4K | <0.1% | |
| Rogers Communications Inc 4.550% 03/15/52 | — | — | $4K | $4K | <0.1% | |
| Santander Holdings USA Inc 4.500% 07/17/25 | — | — | $4K | $4K | <0.1% | |
| Intuitive Surgical Inc | — | — | $3K | $4K | <0.1% | |
| Wec Energy Group Inc Com | — | — | $4K | $4K | <0.1% | |
| Check Point Software Tech Ltd | — | — | $4K | $4K | <0.1% | |
| Citigroup Inc 4.450% 09/29/27 | — | — | $4K | $4K | <0.1% | |
| United States Treasury Note 3.000% 05/15/42 | — | — | $5K | $4K | <0.1% | |
| FHLMC 30 Yr Gold SD8090 2.000% 09/01/50 | — | — | $5K | $4K | <0.1% |
Showing top 200 of 390 investments by value.
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