IBEW 648 Pension Plan's EIN is 31-6134845.
Download the official 2024 Form 5500 (PDF) for IBEW 648 Pension Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER TRUST COMPANY LLC | 47-2534181 | — | NONE | $38K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s | Common Collective Trusts | — | — | $53.0M | 58.9% | |
| IBEW-NECA EQUITY FUND CHEVY CHASE TRUST · EIN 31-1772714 / PN 000 | Common Collective Trust | — | — | $30.4M | 33.8% | |
| Partnerships/joint ventures | Other securities | — | — | $13.6M | 15.1% | |
| Registered investment companies | Other securities | — | — | $13.3M | 14.8% | |
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | — | $4.4M | 4.9% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST · EIN 52-2037618 / PN 006 | Common Collective Trust | — | — | $3.7M | 4.1% | |
| GREAT GRAY TRUST AMERICAN FUND 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $2.3M | 2.5% | |
| GREAT GRAY TRUST AMERICAN FUND 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $2.1M | 2.3% | |
| GREAT GRAY TRUST AMERICAN FUND 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $1.7M | 1.9% | |
| GREAT GRAY TRUST AMERICAN FUND 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $1.7M | 1.9% | |
| GREAT GRAY TRUST AMERICAN FUND 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $1.6M | 1.8% | |
| GREAT GRAY TRUST AMERICAN FUND 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $1.4M | 1.6% | |
| IBEW-NECA EQUITY INDEX FUND CHEVY CHASE TRUST · EIN 31-1772714 / PN 003 | Common Collective Trust | — | — | $1.2M | 1.4% | |
| GREAT GRAY TRUST AMERICAN FUND 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $1.0M | 1.1% | |
| GREAT GRAY TRUST AMERICAN FUND 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $988K | 1.1% | |
| U.S. government obligations | Other securities | — | — | $937K | 1.0% | |
| Corporate obligations | Other securities | — | — | $770K | 0.9% | |
| GREAT GRAY TRUST AMERICAN FUND 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $351K | 0.4% | |
| GREAT GRAY TRUST AMERICAN FUND 2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $29K | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUND 2010 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $15K | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUND 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $3K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASB CAPITAL MANAGEMENT | 52-2288019 | — | NONE | $39K | — |
| BRANDYWINE GLOBAL INVESTMENT MGMT | 51-0294065 | — | NONE | $33K | — |
| ZACKS INVESTMENT MANAGEMENT | 36-3792197 | — | NONE | $15K | — |
| BOYD WATTERSON ASSET MANAGEMENT LLC | 34-1922005 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADAMS STREET INVESTMENT | — | CHICAGO, IL | NONE | $53K | — |
| CUNI, RUST & STRENK | 31-1227755 | — | NONE | $50K | — |
| NEWTOWER TRUST COMPANY | 20-1641876 | — | NONE | $41K | — |
| CLARK, SCHAEFER, HACKETT & CO. | 31-0800053 | — | NONE | $39K | — |
| AMERICAN BENEFIT CORPORATION | 55-0672859 | — | NONE | $37K | — |
| LEDBETTER, PARISI, LLC | 03-0599899 | — | NONE | $37K | — |
| NUVEEN, LLC | — | KANSAS CITY, MO | NONE | $28K | — |
| STANDARD VALUATIONS, INC. | 41-1327339 | — | NONE | $25K | — |
| SEGALL BRYANT & HAMILL LLC | 41-1788385 | — | NONE | $24K | — |
| SEGAL SELECT INSURANCE SERVICES INC | — | CHICAGO, IL | NONE | $23K | — |
| PNC BANK NATIONAL ASSOCIATION | 25-1197336 | — | NONE | $22K | — |
| NATIONAL INVESTMENT SERVICES | 39-1774284 | — | NONE | $14K | — |
