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Original filing (PDF)20250724143722NAL0004927265002
JOINT BOARD OF TRUSTEES, IBEW LOCAL UNION NO 5 & WESTERN PA CHAPTER NE
Form 5500
FILING_RECEIVED
WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,848
Accounts w/ balance
3,963
Plan assets (EOY)
$496.2M
Net assets (EOY)
$496.0M
How this plan invests
This plan
4 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOINT BOARD OF TRUSTEES, IBEW LOCAL UNION NO 5 & WESTERN PA CHAPTER NE.
Plan sponsor
Name
JOINT BOARD OF TRUSTEES, IBEW LOCAL UNION NO 5 & WESTERN PA CHAPTER NE
EIN
25-1368983
Address
5 HOT METAL STREET, SUITE 301 · PITTSBURGH, PA · 152032357
Phone
(412) 432-1155
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | — | BOSTON, MA | PLAN ADMINISTRATOR | $345K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CENTRAL DATA SERVICES | 25-1352803 | — | NONE | $207K | — |
| MARINER INSTITUTIONAL LLC | 59-3676225 | — | NONE | $42K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | BETHESDA, MD | NONE | $32K | — |
| MEYER, UNKOVIC, & SCOTT, LLP | — | PITTSBURGH, PA | NONE | $16K | — |
Investments
27 direct securities · 4 pooled funds· $485.6M(98% 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.
Uncategorized
$485.6M
27 holdings
Common Collective Trust
$0
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Instit Index (Inst) Mutual Funds N/A 142,606 | — | — | — | $68.3M | 13.8% | |
| Vanguard Target Ret 2030 Inst Mutual Funds N/A 1,235,150 | — | — | — | $46.8M | 9.4% | |
| Vanguard Target Ret 2035 Inst Mutual Funds N/A 1,770,549 | — | — | — | $42.5M | 8.6% | |
| Vanguard Target Ret 2025 Inst Mutual Funds N/A 1,727,095 | — | — | — | $32.3M | 6.5% | |
| Vanguard Target Ret 2040 Inst Mutual Funds N/A 696,299 | — | — | — | $30.1M | 6.1% | |
| Vanguard Target Ret 2045 Inst Mutual Funds N/A 999,111 | — | — | — | $29.6M | 6.0% | |
| JP Morgan Mid Cap Growth R6 Mutual Funds N/A 515,783 | — | — | — | $26.7M | 5.4% | |
| American Balanced Fund R6 Mutual Funds N/A 754,013 | — | — | — | $25.9M | 5.2% | |
| Vanguard Target Ret 2050 Inst Mutual Funds N/A 462,926 | — | — | — | $23.1M | 4.6% | |
| John Hancock Intl Growth R6 Mutual Funds N/A 652,923 | — | — | — | $17.7M | 3.6% | |
| Vanguard Target Ret 2055 Inst Mutual Funds N/A 307,899 | — | — | — | $17.1M | 3.5% | |
| IBEW-NECA Stable Value Trust Bas Mutual Funds N/A 33,087 | — | — | — | $17.0M | 3.4% | |
| Harbor Small Cap Growth Ret Mutual Funds N/A 1,129,557 | — | — | — | $15.9M | 3.2% | |
| Vanguard Mid Cap Index Instl Mutual Funds N/A 210,103 | — | — | — | $15.2M | 3.1% | |
| Vanguard Target Ret 2060 Inst Mutual Funds N/A 210,934 | — | — | — | $10.8M | 2.2% | |
| Vanguard Target Ret 2020 Inst Mutual Funds N/A 399,129 | — | — | — | $10.6M | 2.1% | |
| Vanguard Fed Money Market Mutual Funds N/A 9,877,439 | — | — | — | $9.9M | 2.0% | |
| JPMorgan US Small Company R6 Mutual Funds N/A 453,655 | — | — | — | $8.2M | 1.6% | |
| Vanguard Target Ret Inc Fd Mutual Funds N/A 612,588 | — | — | — | $8.0M | 1.6% | |
| Vanguard Growth Index Fd Adm Mutual Funds N/A 33,733 | — | — | — | $7.1M | 1.4% | |
| Vanguard Total Bond Index Inst Mutual Funds N/A 710,648 | — | — | — | $6.7M | 1.4% | |
| Vanguard Target Ret 2065 Inst Mutual Funds N/A 131,500 | — | — | — | $4.4M | 0.9% | |
| Metwest Total Ret Bond I Mutual Funds N/A 446,018 | — | — | — | $4.0M | 0.8% | |
| Vanguard Sm Cap Index Fd Adm Mutual Funds N/A 32,545 | — | — | — | $3.7M | 0.8% | |
| Vanguard Real Estate Index Adm Mutual Funds N/A 16,480 | — | — | — | $2.1M | 0.4% | |
| Vanguard Equity Income Fd Adm Mutual Funds N/A 15,430 | — | — | — | $1.4M | 0.3% | |
| Vanguard Target Ret 2070 Inst Mutual Funds N/A 22,109 | — | — | — | $590K | 0.1% | |
| PRO-MIX CONSERVATIVE TERM COLL MANNING & NAPIER COLLECTIVE INVESTMENT TRUSTS · EIN 02-0476209 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRO-MIX EXTENDED TERM COLLECTIVE IN MANNING & NAPIER COLLECTIVE INVESTMENT TRUSTS · EIN 02-0476209 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRO-MIX MAXIMUM TERM COLLECTIVE INV MANNING & NAPIER COLLECTIVE INVESTMENT TRUSTS · EIN 02-0476209 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRO-MIX MODERATE TERM COLLECTIVE IN MANNING & NAPIER COLLECTIVE INVESTMENT TRUSTS · EIN 02-0476209 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% |