Board of Trustees Local No. 8 IBEW Retirement Plan & Trust's EIN is 34-6596899.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Local No. 8 IBEW Retirement Plan & Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees Local No. 8 IBEW Retirement Plan & Trust's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name |
|---|
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| EMPOWER ANNUITY INS CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $205K | — |
| VANGUARD | 23-1999755 | — | INVESTMENT PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKSTONE INVESTMENT MANAGEMENT | — | NEW YORK, NY | INVESTMENT PROVIDER | $314K | — |
| WEDGE CAPITAL MANAGEMENT LLP | 56-1557450 | — | INVESTMENT PROVIDER | $233K | — |
| METROPOLITAN WEST ASSET MANAGEMENT | 95-3703295 | — | INVESTMENT PROVIDER | $219K | — |
| RIVER ROAD ASSET MANAGEMENT, LLC | 43-2076925 | — | INVESTMENT PROVIDER | $187K | — |
| PARAMETRIC PORTFOLIO ASSOCIATES | 20-0292745 | — | INVESTMENT PROVIDER | $186K | — |
| BLACKROCK | 13-3806694 | — | INVESTMENT PROVIDER | $0 | — |
| MFS INVESTMENT MANAGEMENT | 04-3158862 | — | INVESTMENT PROVIDER | $0 | — |
| WCM INVESTMENT MANAGEMENT | 39-1657495 | — | INVESTMENT PROVIDER | $0 | — |
| METROPOLITAN WEST ASSET MANAGEMENT | 95-4597302 | — | INVESTMENT PROVIDER | $0 | — |
| PIMCO | 95-2632339 | — | INVESTMENT PROVIDER | $0 | — |
| RBC GLOBAL ASSET MANAGEMENT | 41-1460668 | — | INVESTMENT PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-7291971 | — | INVESTMENT CONSULTANT | $352K | — |
| INNOVATIVE SOFTWARE SOLUTIONS, INC | 23-2182079 | — | IT CONSULTANT | $21K | — |
| SEGAL MARCO ADVISORS | — | NEW YORK, NY | ADVISOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWO ELECTRICAL ADMIN. INC. | 34-1956758 | — | TPA | $335K | — |
| MASSACHUSETTS MUTUAL LIFE INS. CO. | 04-1590850 | — | CONTRACT ADMINISTRATOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSPC CPAS & ADVISORS, P.C. | 22-2951202 | — | AUDITORS | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHUMAKER, LOOP & KENDRICK, LLP | 34-4439491 | — | ATTORNEY | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLUMBIA MANAGEMENT INVESTMENT ADVI | 13-3180631 | — | INVESTMENT PROVIDER | $290K | — |
| NEW TOWER TRUST COMPANY | 30-0872552 | — | INVESTMENT PROVIDER | $200K | — |
| JANUS HENDERSON | 84-0592523 | — | INVESTMENT PROVIDER | $0 | — |
| AMERICAN FUNDS | 52-0792143 | — | INVESTMENT PROVIDER | $0 | — |
| CHEVY CHASE TRUST | 31-1772714 | — | INVESTMENT PROVIDER | $0 | — |
| BAIRD FUNDS | 39-6037917 | — | INVESTMENT PROVIDER | $0 | — |
| WILMINGTON TRUST | 26-3783687 | — | INVESTMENT PROVIDER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Sagic | Other securities | — | $84.3M | $84.3M | 12.6% | |
| PARAMETRIC DEFENSE EQUITY FUND LLC PARAMETRIC PORTFOLIO ASSOCIATES LLC · EIN 45-2531297 / PN 001 | 103-12 Investment Entity | — | $57.3M | $56.8M | 8.5% | |
| WILMINGTON TRUST CIT INT'L FND. VAL WILMINGTON TRUST, N.A. · EIN 26-3783687 / PN 920 | Common Collective Trust | — | $26.1M | $36.1M | 5.4% | |
| WCM Focused International Growth Inst | Other securities | — | $398K | $34.4M | 5.1% | |
| Blackrock Strategic Income Opps K | Other securities | — | $550K | $28.4M | 4.2% | |
| Blackstone | Other securities | — | $16.4M | $26.0M | 3.9% | |
| IBEW-NECA EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 31-1772714 / PN 003 | Common Collective Trust | — | $3.9M | $24.4M | 3.6% | |
| Janus Henderson Triton N | Mutual Funds | — | $405K | $24.2M | 3.6% | |
| MULTIEMPLOYER PROPERTY TRUST NEW TOWER TRUST COMPANY · EIN 51-6218800 / PN 001 | Common Collective Trust | — | $12.5M | $22.0M | 3.3% | |
| AFL-CIO Housing Investment | Other securities | — | $14.7M | $14.5M | 2.2% | |
| United States of America Treasury | Other securities | — | $13.4M | $13.4M | 2.0% | |
| American Funds Growth Fund of America R6 | Mutual Funds | — | $6.2M | $11.3M | 1.7% | |
| MM Select Trp Ret 2040 | Other securities | — | $3.1M | $9.9M | 1.5% | |
| United States of America Treasury | Other securities | — | $9.8M | $9.8M | 1.5% | |
| MM Select Trp Ret 2035 | Other securities | — | $2.7M | $9.0M | 1.3% | |
| MM Select Trp Ret 2030 | Other securities | — | $2.1M | $8.8M | 1.3% | |
| MM Select Trp Ret 2045 | Other securities | — | $1.6M | $6.9M | 1.0% | |
| Baird Core Plus Bond Inst | Other securities | — | $369K | $5.2M | 0.8% | |
| United States of America Treasury | Other securities | — | $5.1M | $5.0M | 0.7% | |
| MM Select Trp Ret 2025 | Other securities | — | $846K | $4.7M | 0.7% | |
| Amazon.Com Inc | Common Stocks | — | $2.1M | $4.4M | 0.7% | |
| Fidelity Colchester Str Tr Govt Pt Inst 0 | Mutual Funds | — | $4.2M | $4.2M | 0.6% | |
| MM Select Trp Ret 2050 | Other securities | — | $1.3M | $4.1M | 0.6% | |
| Microsoft Corp | Common Stocks | — | $2.9M | $3.7M | 0.6% | |
| Nvidia Corp | Common Stocks | — | $232K | $3.6M | 0.5% | |
| United States of America Treasury | Other securities | — | $3.8M | $3.6M | 0.5% | |
| United States of America Treasury | Other securities | — | $3.6M | $3.5M | 0.5% | |
| MM Select Trp Ret 2015 | Other securities | — | $620K | $3.5M | 0.5% | |
| MM Select Trp Ret 2055 | Other securities | — | $1.1M | $3.3M | 0.5% | |
| United States of America Treasury | Other securities | — | $3.3M | $3.3M | 0.5% | |
| FNMA TBA FN30 | Agency / Mortgage-Backed | — | $3.2M | $3.1M | 0.5% | |
| FNMA TBA FN30 | Agency / Mortgage-Backed | — | $3.1M | $3.0M | 0.5% | |
| United States of America Treasury | Other securities | — | $3.0M | $3.0M | 0.4% | |
| FNMA TBA FN30 | Agency / Mortgage-Backed | — | $2.9M | $2.9M | 0.4% | |
| ServiceNow Inc | Common Stocks | — | $530K | $2.8M | 0.4% | |
| Alphabet Inc | Common Stocks | — | $2.2M | $2.6M | 0.4% | |
| MFS Value | Mutual Funds | — | $584K | $2.6M | 0.4% | |
| MM Select Trp Ret 2060 | Other securities | — | $1.4M | $2.6M | 0.4% | |
| Intuitive Surgical Inc | Common Stocks | — | $1.1M | $2.5M | 0.4% | |
| TCW Metropolitan West Intermediate Bond I | Other securities | — | $2.3M | $2.4M | 0.4% | |
| MM Select Trp Ret 2020 | Other securities | — | $362K | $2.4M | 0.4% | |
| T. Rowe Price Balanced | Other securities | — | $166K | $2.4M | 0.4% | |
| Visa Inc | Common Stocks | — | $1.0M | $2.2M | 0.3% | |
| O Reilly Automotive Inc | Common Stocks | — | $1.7M | $2.1M | 0.3% | |
| Adobe Inc | Common Stocks | — | $1.3M | $2.0M | 0.3% | |
| Participant Loans | Participant loans | — | — | $2.0M | 0.3% | |
| Trade Desk Inc/The | Common Stocks | — | $1.4M | $1.9M | 0.3% | |
| Booking Holdings Inc | Common Stocks | — | $533K | $1.9M | 0.3% | |
| Eli Lilly & Co | Common Stocks | — | $545K | $1.9M | 0.3% | |
| Palo Alto Networks Inc | Common Stocks | — | $984K | $1.8M | 0.3% |
