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Original filing (PDF)20250616120923NAL0000483859002
IBEW LOCAL UNION 325
Form 5500
FILING_RECEIVED
IBEW LOCAL 325 ANNUITY FUND
403(b) retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
385
Accounts w/ balance
385
Plan assets (EOY)
$40.5M
Net assets (EOY)
$40.4M
How this plan invests
This plan
1 collective trust
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 (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 51% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IBEW LOCAL UNION 325.
Plan sponsor
Name
IBEW LOCAL UNION 325
EIN
16-1368200
Address
142 CORPORATE DRIVE · BINGHAMTON, NY · 139043213
Phone
(607) 797-1919
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-16
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
D'ARCANGELO & CO., LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANNING & NAPIER | 16-0995736 | FAIRPORT, NY | PARTY-IN-INTEREST | $71K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | CHICAGO, IL | NONE | $37K | — |
| BLITMAN & KING | 16-1047304 | SYRACUSE, NY | NONE | $14K | — |
| INVESTMENT PERFORMANCE SERVICES, LL | 58-2432390 | SAVANNAH, GA | NONE | $14K | — |
| D'ARCANGELO & CO., LLP | 13-2550103 | UTICA, NY | NONE | $14K | — |
| SEGALL BRYANT & HAMILL | 41-1788385 | CHICAGO, IL | NONE | $11K | — |
| PRINCIPAL | 41-6257133 | SAN FRANSISCO, CA | NONE | $10K | — |
| BOLTON PARNERS NORTHEAST, INC. | 22-3502478 | MT. LAUREL, NJ | NONE | $6K | — |
Investments
1 pooled fund· $3K(0% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MASTER INCOME-PLUS INVESTMENT FUND CUSTODIAL TRUST COMPANY · EIN 22-6591835 / PN 001 | Common Collective Trust | $3K | <0.1% |
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