Original filing (PDF)20260207183657NAL0007865073001

BOARD OF TRUSTEES IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN

Name: BOARD OF TRUSTEES IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN — IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN

Form 5500

FILING_RECEIVED

IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN

Defined-contribution retirement plan

Signals · 2

92% in single holdingNo recordkeeper disclosed

Active participants

326

Accounts w/ balance

365

Plan assets (EOY)

$53.5M

Net assets (EOY)

$53.4M

How this plan invests

This plan

1 pooled trust

Schedule D

3 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN.

Plan sponsor

Name

BOARD OF TRUSTEES IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN

EIN

25-1409929

Address

PO BOX 10037 · ERIE, PA · 16514

Phone

(814) 240-3730

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-02-07

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

DICLAUDIO & KRAMER,LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
VANGUARD	23-1945930	VALLEY FORGE, PA	NONE	$20K	—
MARINER INSTITUTIONAL, LLC	—	WINTER PARK, FL	NONE	$20K	—
DICLAUDIO & KRAMER, LLC	27-0889793	—	NONE	$12K	—
MEYER, UNKOVIC, & SCOTT, LLP	—	PITTSBURGH, PA	NONE	$7K	—

Investments

3 direct securities · 1 pooled fund· $1.2M(2% 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.

Common Collective Trust

$622K

1 holding

OTHER

$569K

1 holding

Uncategorized

$53K

2 holdings