Original filing (PDF)20251002092318NAL0000189843001

IBEW LOCAL 1249 PENSION FUND BOARD OF TRUSTEES

Name: IBEW LOCAL 1249 PENSION FUND BOARD OF TRUSTEES — IBEW LOCAL 1249 PENSION PLAN, Form 5500 (2024)
Creator: IBEW LOCAL 1249 PENSION FUND BOARD OF TRUSTEES

Form 5500

FILING_RECEIVED

IBEW LOCAL 1249 PENSION PLAN

Defined-benefit pension plan

Signals · 1

17 service providers

Active participants

3,156

Accounts w/ balance

—

Plan assets (EOY)

$665.4M

Net assets (EOY)

$663.8M

How this plan invests

This plan

2 collective trusts

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

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IBEW LOCAL 1249 PENSION FUND BOARD OF TRUSTEES.

Plan sponsor

Name

IBEW LOCAL 1249 PENSION FUND BOARD OF TRUSTEES

EIN

15-6035161

Address

8531 BREWERTON ROAD · SUITE 2 · CICERO, NY · 130399481

Phone

(315) 656-8390

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

2025-10-02

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

BONADIO & CO., LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

17 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
JP MORGAN CHASE BANK	13-4994650	—	NONE	$425K	—
RYAN YOUNGMAN	15-6035161	—	NONE	$279K	—

Investments

2 pooled funds· $23.6M(4% 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.

			% of plan
COMMINGLED PENSION TRUST FUND JP MORGAN CHASE BANK, N.A. · EIN 13-3980309 / PN 001	Common Collective Trust	$23.6M	3.5%
INCOME PLUS INVESTMENT FUND MASTER INCOME PLUS INVESTMENT FUND · EIN 22-6591835 / PN 001	Common Collective Trust	$2K	<0.1%