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Original filing (PDF)20260306103008NAL0005298113001
IBEW LOCAL UNION 668
Form 5500
FILING_RECEIVED
IBEW LOCAL UNION 668 EMPLOYEES PENSION PLAN
Defined-contribution retirement plan
Signals · 3
28% in single holdingNo recordkeeper disclosed6 service providers
Active participants
1,317
Accounts w/ balance
1,292
Plan assets (EOY)
$96.0M
Net assets (EOY)
$96.0M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Growth Index Inst" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IBEW LOCAL UNION 668.
Plan sponsor
Name
IBEW LOCAL UNION 668
EIN
31-1252733
Address
2535 S 30TH ST., SUITE ONE · LAFAYETTE, IN · 479052786
Phone
(765) 474-1021
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Name
IBEW LOCAL UNION 668
EIN
31-1252733
City
INDIANAPOLIS, IN
Phone
(765) 474-1021
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-06
Pension benefit codes
2A · Age/service weighted or new comparability
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
L.M. HENDERSON & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT SERVICES | 01-0233346 | — | NONE | $110K | — |
| UMR, INC. | 39-1995276 | SALT LAKE CITY, UT | NONE | $23K | — |
| MARINER INSTITUTIONAL, LLC | 59-3676225 | — | NONE | $18K | — |
| L.M. HENDERSON & COMPANY, LLC | 20-5520612 | — | NONE | $15K | — |
| THE THOMPSON GROUP | 26-3554645 | — | NONE | $7K | — |
| JOHNSON & KROL, LLC | 36-4342024 | — | NONE | $6K | — |
Investments
23 direct securities · 1 pooled fund· $104.7M(100% 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
$103.6M
23 holdings
Common Collective Trust
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Inst | — | — | — | $29.2M | 30.5% | |
| Vanguard Instit Index (Inst) | — | — | — | $11.2M | 11.7% | |
| Vanguard Target Ret 2040 Fund | — | — | — | $7.4M | 7.7% | |
| Vanguard Mid Cap Index Adm | — | — | — | $6.3M | 6.5% | |
| Vanguard Small Cap Index Instl | — | — | — | $6.2M | 6.5% | |
| Vanguard Target Ret 2030 Fund | — | — | — | $5.8M | 6.1% | |
| Vanguard Balanced Index (Inst) | — | — | — | $5.2M | 5.4% | |
| Net Gain $ Date 4,477,0231,524,2755,847,3531,461,1372,846 | — | — | $2.8M | $4.8M | 5.0% | |
| Vanguard Total Bond Index Inst | — | — | — | $4.4M | 4.6% | |
| CurrentValue on Transaction $ Asset 4,477,0231,524,2755,847,3531,458,2572,846 | — | — | $2.8M | $3.4M | 3.6% | |
| Vanguard FedMoney Market | — | — | — | $3.2M | 3.3% | |
| Vanguard Target Ret 2050 Fund | — | — | — | $3.0M | 3.1% | |
| Vanguard Value Index Fd Adm | — | — | — | $2.9M | 3.0% | |
| Vanguard Sh-Trm Treasury (Adm) | — | — | — | $1.5M | 1.6% | |
| (Loss) | — | — | — | $1.4M | 1.4% | |
| Vanguard Target Ret 2055 Fund | — | — | — | $1.3M | 1.4% | |
| Vanguard Target Ret 2035 Fund | — | — | — | $1.2M | 1.2% | |
| Vanguard Target Ret Income Fd | — | — | — | $1.1M | 1.2% | |
| PIMCO BAL RET INC CT FOUNDERS SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $1.0M | 1.1% | |
| Vanguard Target Ret 2045 Fund | — | — | — | $994K | 1.0% | |
| Vanguard Target Ret 2060 Fund | — | — | — | $919K | 1.0% | |
| Vanguard Target Ret 2065 Fund | — | — | — | $857K | 0.9% | |
| Vanguard Target Ret 2025 Fund | — | — | — | $776K | 0.8% | |
| Vanguard Target Ret 2020 Fund | — | — | — | $554K | 0.6% |