Original filing (PDF)20251015124604NAL0002313283001

BOARD OF TRUSTEES, IBT LOCAL 863

Name: BOARD OF TRUSTEES, IBT LOCAL 863 — LOCAL 863 IBT RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES, IBT LOCAL 863

Form 5500

FILING_RECEIVED

LOCAL 863 IBT RETIREMENT SAVINGS PLAN

Defined-contribution retirement plan

Signals · 1

7 service providers

Active participants

2,764

Accounts w/ balance

3,673

Plan assets (EOY)

$94.6M

Net assets (EOY)

$94.6M

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)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, IBT LOCAL 863.

Plan sponsor

Name

BOARD OF TRUSTEES, IBT LOCAL 863

EIN

20-8919589

Address

209 SUMMIT ROAD · MOUNTAINSIDE, NJ · 07092

Phone

(908) 654-6980

Industry

Finance & Insurancesee 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

BEDERSON LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI CONSULTING GROUP	06-1053228	—	RECORDKEEPER	$20K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
JANNEY MONTGOMERY SCOTT LLC	—	BEDMINSTER, NJ	INVESTMENT ADVISER	$340K	—
COMERICA	—	DETROIT, MI	INVESTMENT ADVISER	$8K	—
DVC CONSULTING	—	MANAHAWKIN, NJ

Investments

1 pooled fund· $85K(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
SHORT TERM FUND COMERICA · EIN 47-7305132 / PN 001	Common Collective Trust	$85K	<0.1%

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