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Original filing (PDF)20250408124230NAL0029761904001
IBEW LOCAL NO. 82 PENSION PLAN
Form 5500
FILING_RECEIVED
IBEW LOCAL NO. 82 PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
713
Accounts w/ balance
—
Plan assets (EOY)
$138.9M
Net assets (EOY)
$138.4M
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
- 31 bps in Schedule C fees — 205% above peer band of 10 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 NO. 82 PENSION PLAN.
Plan sponsor
Name
IBEW LOCAL NO. 82 PENSION PLAN
EIN
31-6127268
Address
2 GATEWAY CENTER · 603 STANWIX ST., STE. 1500 · PITTSBURGH, PA · 152221024
Phone
(412) 471-2885
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-08
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $124K | — |
| ROBERT BAIRD | 39-6037917 | — | NONE | $86K | — |
| CUNI, RUST & STRENK | 31-1227755 | — | NONE | $85K | — |
| DOVER CONSULTING GROUP | — | DAYTON, OH | NONE | $49K | — |
| CLARK, SCHAEFER, HACKETT & CO. | 31-0800053 | — | NONE | $25K | — |
| LEDBETTER, PARISI LLC | 03-0599899 | — | NONE | $22K | — |
| PNC | 25-1211909 | — | NONE | $16K | — |
| WESTERN OHIO CHAPTER, INC. | — | DAYTON, OH | NONE | $10K | — |
| DLA PIPER | 52-0616490 | — | NONE | $8K | — |
Investments
1 pooled fund· $37.8M(27% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NECA EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 52-2030039 / PN 001 | Common Collective Trust | $37.8M | 27.2% |