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Original filing (PDF)20251010204341NAL0008631313001

BOARD OF TRUSTEES LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST

Form 5500
FILING_RECEIVED
LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST
401(k) retirement plan
Signals · 1
27 service providers
Active participants
2,619
Accounts w/ balance
2,945
Plan assets (EOY)
$671.0M
Net assets (EOY)
$650.5M
How this plan invests
This plan
4 pooled trusts
Schedule D
584 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
90
/ 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
100
Total plan cost
65
Vendor stack
88
Participation health
100
Knocking points off
  • 39 bps in Schedule C fees — 551% above peer band of 6 bps.
  • Highly fragmented vendor stack (27 disclosed providers, 6 categories).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST.
Plan sponsor
Name
BOARD OF TRUSTEES LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST
EIN
34-6596899
Address
727 LIME CITY ROAD · ROSSFORD, OH · 434601611
Phone
(419) 666-4450
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MSPC, CPA'S AND ADVISORS, P.C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

27 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
EMPOWER ANNUITY INS CO. OF AMERICAGREENWOOD VILLAGE, CORECORDKEEPER$205K
Advisor / Consultant
3
NameEINLocationRelationDirect compIndirect comp
GALLAGHER FIDUCIARY ADVISORS, LLC36-7291971INVESTMENT CONSULTANT$352K
INNOVATIVE SOFTWARE SOLUTIONS, INC23-2182079IT CONSULTANT$21K
SEGAL MARCO ADVISORSNEW YORK, NYADVISOR$9K
TPA / Administrator
2
NameEINLocationRelationDirect compIndirect comp
NWO ELECTRICAL ADMIN. INC.34-1956758TPA$335K
MASSACHUSETTS MUTUAL LIFE INS. CO.04-1590850CONTRACT ADMINISTRATOR$0
Accountant / Auditor
1
NameEINLocationRelationDirect compIndirect comp
MSPC CPAS & ADVISORS, P.C.22-2951202AUDITORS$29K
Legal counsel
1
NameEINLocationRelationDirect compIndirect comp
SHUMAKER, LOOP & KENDRICK, LLP34-4439491ATTORNEY$37K
Other
19
NameEINLocationRelationDirect compIndirect comp
BLACKSTONE INVESTMENT MANAGEMENTNEW YORK, NYINVESTMENT PROVIDER$314K
COLUMBIA MANAGEMENT INVESTMENT ADVI13-3180631INVESTMENT PROVIDER$290K
WEDGE CAPITAL MANAGEMENT LLP56-1557450INVESTMENT PROVIDER$233K
METROPOLITAN WEST ASSET MANAGEMENT95-3703295INVESTMENT PROVIDER$219K
NEW TOWER TRUST COMPANY30-0872552INVESTMENT PROVIDER$200K
RIVER ROAD ASSET MANAGEMENT, LLC43-2076925INVESTMENT PROVIDER$187K
PARAMETRIC PORTFOLIO ASSOCIATES20-0292745INVESTMENT PROVIDER$186K
JANUS HENDERSON84-0592523INVESTMENT PROVIDER$0
AMERICAN FUNDS52-0792143INVESTMENT PROVIDER$0
BLACKROCK13-3806694INVESTMENT PROVIDER$0
CHEVY CHASE TRUST31-1772714INVESTMENT PROVIDER$0
MFS INVESTMENT MANAGEMENT04-3158862INVESTMENT PROVIDER$0
WCM INVESTMENT MANAGEMENT39-1657495INVESTMENT PROVIDER$0
BAIRD FUNDS39-6037917INVESTMENT PROVIDER$0
WILMINGTON TRUST26-3783687INVESTMENT PROVIDER$0
METROPOLITAN WEST ASSET MANAGEMENT95-4597302INVESTMENT PROVIDER$0
PIMCO95-2632339INVESTMENT PROVIDER$0
RBC GLOBAL ASSET MANAGEMENT41-1460668INVESTMENT PROVIDER$0
VANGUARD23-1999755INVESTMENT PROVIDER$0

Investments

576 direct securities · 4 pooled funds· $667.3M(99% 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
$527.9M
576 holdings
Common Collective Trust
$82.5M
3 holdings
103-12 Investment Entity
$56.8M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Empower Sagic$84.3M$84.3M12.6%
PARAMETRIC DEFENSE EQUITY FUND LLC
PARAMETRIC PORTFOLIO ASSOCIATES LLC · EIN 45-2531297 / PN 001
103-12 Investment Entity
57,346,974$57.3M$56.8M8.5%
WILMINGTON TRUST CIT INT'L FND. VAL
WILMINGTON TRUST, N.A. · EIN 26-3783687 / PN 920
Common Collective Trust
383,884$26.1M$36.1M5.4%
WCM Focused International Growth Inst1,595,173$398K$34.4M5.1%
Blackrock Strategic Income Opps K2,956,196$550K$28.4M4.2%
Blackstone163,630$16.4M$26.0M3.9%
IBEW-NECA EQUITY INDEX FUND
CHEVY CHASE TRUST COMPANY · EIN 31-1772714 / PN 003
Common Collective Trust
3,148,355$3.9M$24.4M3.6%
Janus Henderson Triton N913,598$405K$24.2M3.6%
MULTIEMPLOYER PROPERTY TRUST
NEW TOWER TRUST COMPANY · EIN 51-6218800 / PN 001
Common Collective Trust
1,755$12.5M$22.0M3.3%
AFL-CIO Housing Investment13,956$14.7M$14.5M2.2%
United States of America Treasury$13.4M$13.4M2.0%
American Funds Growth Fund of America R6360,989$6.2M$11.3M1.7%
MM Select Trp Ret 2040636,762$3.1M$9.9M1.5%
United States of America Treasury$9.8M$9.8M1.5%
MM Select Trp Ret 2035597,659$2.7M$9.0M1.3%
MM Select Trp Ret 2030609,096$2.1M$8.8M1.3%
MM Select Trp Ret 2045433,530$1.6M$6.9M1.0%
Baird Core Plus Bond Inst524,501$369K$5.2M0.8%
United States of America Treasury$5.1M$5.0M0.7%
MM Select Trp Ret 2025335,027$846K$4.7M0.7%
Amazon.Com Inc20,036$2.1M$4.4M0.7%
Fidelity Colchester Str Tr Govt Pt Inst 0$4.2M$4.2M0.6%
MM Select Trp Ret 2050253,274$1.3M$4.1M0.6%
Microsoft Corp8,785$2.9M$3.7M0.6%
Nvidia Corp27,134$232K$3.6M0.5%
United States of America Treasury$3.8M$3.6M0.5%
United States of America Treasury$3.6M$3.5M0.5%
MM Select Trp Ret 2015261,318$620K$3.5M0.5%
MM Select Trp Ret 2055209,036$1.1M$3.3M0.5%
United States of America Treasury$3.3M$3.3M0.5%
FNMA TBA FN30$3.2M$3.1M0.5%
FNMA TBA FN30$3.1M$3.0M0.5%
United States of America Treasury$3.0M$3.0M0.4%
FNMA TBA FN30$2.9M$2.9M0.4%
ServiceNow Inc2,612$530K$2.8M0.4%
Alphabet Inc13,998$2.2M$2.6M0.4%
MFS Value116,542$584K$2.6M0.4%
MM Select Trp Ret 2060163,526$1.4M$2.6M0.4%
Intuitive Surgical Inc4,756$1.1M$2.5M0.4%
TCW Metropolitan West Intermediate Bond I263,391$2.3M$2.4M0.4%
MM Select Trp Ret 2020174,997$362K$2.4M0.4%
T. Rowe Price Balanced154,478$166K$2.4M0.4%
Visa Inc6,977$1.0M$2.2M0.3%
O Reilly Automotive Inc1,756$1.7M$2.1M0.3%
Adobe Inc4,539$1.3M$2.0M0.3%
Participant Loans$2.0M0.3%
Trade Desk Inc/The16,025$1.4M$1.9M0.3%
Booking Holdings Inc379$533K$1.9M0.3%
Eli Lilly & Co2,436$545K$1.9M0.3%
Palo Alto Networks Inc9,700$984K$1.8M0.3%
MFS New Discovery Value Fund96,505$585K$1.7M0.2%
Chipotle Mexican Grill Inc26,171$1.0M$1.6M0.2%
FNMA TBA FN30$1.6M$1.5M0.2%
FNMA TBA FN30$1.5M$1.5M0.2%
Intuit2,402$726K$1.5M0.2%
Veeva Sys Inc7,103$1.3M$1.5M0.2%
Brandes Intl Eq Fund98,395$771K$1.5M0.2%
Applied Materials Inc8,664$1.5M$1.4M0.2%
FNMA TBA FN30$1.4M$1.4M0.2%
Costar Group Inc19,510$1.4M$1.4M0.2%
Vertiv Holdings Co12,254$989K$1.4M0.2%
Insulet Corporation5,076$1.2M$1.3M0.2%
Costco Wholesale Corp1,399$489K$1.3M0.2%
Fidelity Inv Trsry Only-I Fidelity Inv Trsry$1.2M$1.2M0.2%
Advanced Micro Devices Inc Common9,971$1.0M$1.2M0.2%
NYLI Mackay Short Duration High Income Fund123,937$1.2M$1.2M0.2%
TCW Senior Loan ETF Common Stock24,586$1.1M$1.2M0.2%
FNMA TBA FN30$1.1M$1.1M0.2%
Msci Inc1,780$276K$1.1M0.2%
United States of America Treasury$1.2M$1.1M0.2%
GNMAII TBA GNII30$1.1M$1.0M0.2%
CrowdStrike Holdings Inc3,041$351K$1.0M0.2%
Mercadolibre Inc577$1.2M$981K0.1%
On Semiconductor Corp15,355$1.2M$968K0.1%
Tko Group Holdings Inc6,806$805K$967K0.1%
White Mountains Insurance Grp496$341K$965K0.1%
GNMAII TBA GNII30$955K$939K0.1%
KKR & Co Inc6,130$734K$907K0.1%
Quanta Services Inc2,850$333K$901K0.1%
Corecivic Inc40,800$377K$887K0.1%
Alphabet Inc4,529$793K$857K0.1%
GNMAII TBA GNII30$847K$829K0.1%
F5 Networks Inc3,211$694K$807K0.1%
Amdocs Ltd9,445$810K$804K0.1%
GNMAII TBA GNII30$819K$803K0.1%
Cadence Design Systems Inc2,669$294K$802K0.1%
Trane Technologies Plc2,169$267K$801K0.1%
Arista Networks Inc7,244$226K$801K0.1%
Kla Tencor Corp1,268$622K$799K0.1%
Fortinet Inc8,437$452K$797K0.1%
Lockheed Martin Corp1,632$851K$793K0.1%
Cisco Systems Inc13,200$749K$781K0.1%
GoDaddy Inc3,950$608K$780K0.1%
Apple Inc3,092$408K$774K0.1%
Leidos Holdings Inc5,359$796K$772K0.1%
Meta Platforms Inc1,316$667K$771K0.1%
Gartner Inc1,587$512K$769K0.1%
Intuit1,211$552K$761K0.1%
Northrop Grumman Corp1,612$829K$756K0.1%
Fabrinet3,426$830K$753K0.1%
Microsoft Corp1,771$722K$746K0.1%
Parsons Corp8,016$741K$739K0.1%
Amphenol Corp10,623$674K$738K0.1%
Netapp Inc6,339$590K$736K0.1%
McGrath Rentcorp6,523$508K$729K0.1%
Paychex Inc5,191$601K$728K0.1%
Metropolitan West Mutual Fund77,985$721K$723K0.1%
Murphy USA Inc1,396$152K$700K0.1%
Booz Allen Hamilton Hldg Corp5,383$618K$693K0.1%
Rocket Ventures, LLC60$3.0M$674K0.1%
Axis Capital Holdings Ltd7,588$307K$672K0.1%
GNMAII TBA GNII30$677K$669K<0.1%
FNMA TBA FN30$671K$652K<0.1%
Geo Group Inc23,002$221K$644K<0.1%
Dick's Sporting Goods Inc2,794$462K$639K<0.1%
FNMA Pool #MA4577$659K$636K<0.1%
Talen Energy Corp3,092$363K$623K<0.1%
Brinker International Inc4,692$579K$621K<0.1%
TCW Emerging Markets Income Fund LP Limited480,750$570K$608K<0.1%
Caseys General Stores Inc1,510$380K$598K<0.1%
Carnival Corp23,528$585K$586K<0.1%
FHLMC Pool #SD8213$591K$586K<0.1%
Unifirst Corp Mass3,392$425K$580K<0.1%
Fox Corp12,572$550K$575K<0.1%
Royal Caribbean Cruises Ltd2,488$219K$574K<0.1%
Hsbc Holdings Plc Sr$539K$573K<0.1%
Abercrombie & Fitch Co3,834$451K$573K<0.1%
Garmin Ltd2,756$485K$568K<0.1%
FHLMC Pool #SD8161$580K$557K<0.1%
Deckers Outdoor Corp2,730$276K$554K<0.1%
Lithia Motors Inc1,544$563K$552K<0.1%
Taylor Morrison Home Corp8,859$523K$542K<0.1%
Genworth Finl Inc75,673$251K$529K<0.1%
KB Home8,043$531K$529K<0.1%
Norwegian Cruise Line Holdings20,227$558K$520K<0.1%
H&R Block Inc9,747$627K$515K<0.1%
Murphy USA Inc1,023$328K$513K<0.1%
Meritage Homes Corp3,250$611K$500K<0.1%
Empower Forfeiture Account$494K$494K<0.1%
Unum Group6,746$292K$493K<0.1%
FHLMC Pool #RA5855$502K$483K<0.1%
FNMA Pool #BV4133$499K$481K<0.1%
Ally Financial Inc13,237$554K$477K<0.1%
Citigroup Inc6,771$323K$477K<0.1%
SeaWorld Entertainment Inc8,474$437K$476K<0.1%
Wells Fargo & Co6,728$280K$473K<0.1%
FHLMC Pool #RA6507$491K$471K<0.1%
Summit Materials Inc9,274$290K$469K<0.1%
Regions Financial Corp19,611$343K$461K<0.1%
State Street Corp4,680$342K$459K<0.1%
Cannae Hldg23,029$465K$457K<0.1%
Viad Corp10,678$360K$454K<0.1%
Equitable Holdings Inc9,518$437K$449K<0.1%
Goldman Sachs Group Inc779$272K$446K<0.1%
Pnm Res Inc9,004$371K$443K<0.1%
Ameriprise Financial Inc831$229K$442K<0.1%
Kar Auction Services Inc22,110$375K$439K<0.1%
Synovus Financial Corp8,518$309K$436K<0.1%
FHLMC Pool #RA4242$447K$433K<0.1%
Synchrony Financial6,620$233K$430K<0.1%
Hartford Finl Svcs Group Inc3,879$290K$424K<0.1%
Aerborne Funding Limited4,421$426K$423K<0.1%
Zions Bancorporation7,735$315K$420K<0.1%
Vontier Corp11,474$306K$418K<0.1%
JP Morgan Mtg$400K$417K<0.1%
Prudential Financial Inc3,514$383K$417K<0.1%
FNMA Pool #MA4305$437K$416K<0.1%
MetLife Inc5,055$309K$414K<0.1%
Northwestern Corp7,476$421K$400K<0.1%
SM Energy Co10,069$342K$390K<0.1%
FNF Group6,913$288K$388K<0.1%
GNMA Pool #MA8201$383K$381K<0.1%
Sequoia Mortgage$375K$374K<0.1%
Gilead Sciences Inc4,016$300K$371K<0.1%
FNMA Pool #MA4562$385K$369K<0.1%
Assured Guaranty Ltd4,064$321K$366K<0.1%
Embecta Corp17,670$343K$365K<0.1%
Atkore International Group Inc4,350$254K$363K<0.1%
United Therapeutics Corp1,028$252K$363K<0.1%
FNMA Pool #MA4281$378K$361K<0.1%
DaVita Healthcare Partners Inc2,400$224K$359K<0.1%
Jazz Pharmaceuticals Plc2,910$327K$358K<0.1%
Ingles Markets Inc5,544$261K$357K<0.1%
Progyny Inc20,563$294K$355K<0.1%
Bravo Res Funding$361K$354K<0.1%
FHLMC Pool #SD8152$367K$354K<0.1%
Molina Healthcare Inc1,212$385K$353K<0.1%
Credit Suisse Mtg Tr 2022-Nqm5$350K$350K<0.1%
Philp Morris Intl Inc2,869$262K$345K<0.1%
Papa Johns Intl Inc8,394$400K$345K<0.1%
Bio Rad Labs Inc1,049$343K$345K<0.1%
Cencora Inc1,532$202K$344K<0.1%
Pfizer Inc12,924$363K$343K<0.1%
Dole Plc25,295$370K$342K<0.1%
Rckt Mortgage Trust 2024-Ces6$344K$342K<0.1%
Bristol Myers Squibb Co6,024$288K$341K<0.1%
Cim Trust 2023-R3$341K$339K<0.1%
Centene Corp5,568$414K$337K<0.1%
LGI Homes Inc3,770$364K$337K<0.1%
FNMA Pool #FS1334$354K$336K<0.1%
Showing top 200 of 580 investments by value.