John Novak signed IBEW Union Local 129's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IBEW Union Local 129's EIN is 34-6701406.
Download the official 2024 Form 5500 (PDF) for IBEW Union Local 129 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IBEW Union Local 129's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT INVESTMENT ADVISORS | 34-1625359 | BEACHWOOD, OH | NONE | $113K | — |
| AMERICAN REALTY ADVISORS | 33-0123114 | LOS ANGELES, CA | NONE | $95K | — |
| MARINER WEALTH ADVISORS, LLC |
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.
| 80-0861455 |
| WINTER PARK, FL |
| NONE |
| $43K |
| — |
| NATIONAL REAL ESTATE ADVISORS LLC | 26-2237421 | WASHINGTON, DC | NONE | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLXSYS ADMINISTRATIVE SOLUTIONS | 83-2454243 | TROY, MI | NONE | $81K | — |
| ULLICO INVESTMENT SERVICES | 90-0622302 | SILVER SPRING, MD | NONE | $72K | — |
| HORIZON ACTUARIAL SERVICES, LLC | 26-1370698 | SILVER SPRING, MD | NONE | $67K | — |
| DGPERRY, PLLC | 83-3033790 | CANFIELD, OH | NONE | $53K | — |
| TODD ASSOCIATES, INC. | 81-4473358 | BEACHWOOD, OH | NONE | $32K | — |
| ALLOTTA FARLEY CO LPA | 34-1316963 | PERRYSBURG, OH | NONE | $27K | — |
| GARCIA HAMILTON & ASSOCIATES | 76-0589652 | HOUSTON, TX | NONE | $20K | — |
| KEY BANK NATIONAL ASSOCIATION | 34-0797057 | CLEVELAND, OH | NONE | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| IBEW-NECA EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 31-1772714 / PN 003 | Common Collective Trust | — | $15.0M | $36.6M | 29.8% | |
| Vanguard Total Intl Stk Index Fund Mutual Fund | Common Collective Trusts | — | $8.6M | $10.8M | 8.8% | |
| Vanguard Extended Market Index Fund Mutual Fund | Common Collective Trusts | — | $5.1M | $7.7M | 6.3% | |
| Private Real Estate Investment Trusts * American Core Realty Fund Private Real Estate Investment Trust | Other securities | — | $7.5M | $7.6M | 6.2% | |
| Vanguard Equity Income Fund Mutual Fund | Mutual Funds | — | $5.8M | $6.5M | 5.3% | |
| Ishares Russell 1000 Growth Index Mutual Fund | Common Collective Trusts | — | $1.3M | $5.9M | 4.8% | |
| Hartford Schroders US Small Cap Mutual Fund | Other securities | — | $5.2M | $5.3M | 4.3% | |
| ULLICO INFRASTRUCTURE TAX EXEMPT FU ULLICO INVESTMENT ADVISORS INC · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | $3.1M | $4.8M | 3.9% | |
| Intrepid Income Institutional Mutual Fund | Other securities | — | $3.5M | $3.5M | 2.8% | |
| INDURE Build-to-Core Fund, LLC Private Real Estate Investment Trust | Other securities | — | $3.3M | $3.4M | 2.8% | |
| PIMCO Income Fund Institutional Mutual Fund | Mutual Funds | — | $3.3M | $3.2M | 2.6% | |
| Medalist Partners MBS Total Return Mutual Fund | Other securities | — | $2.4M | $2.3M | 1.9% | |
| Bramshill Multi-Strategy Income Instl Mutual Fund | Mutual Funds | — | $2.1M | $2.2M | 1.8% | |
| Putnam Mortgage Opportunities Fund Mutual Fund | Mutual Funds | — | $2.0M | $2.0M | 1.6% | |
| Nationwide Amundi Strategic Income Fund Mutual Fund | Other securities | — | $1.9M | $1.9M | 1.5% | |
| Holbrook Structured Income I Mutual Fund | Other securities | — | $1.7M | $1.7M | 1.4% | |
| Pioneer Securitized Income Fund Mutual Fund | Other securities | — | $1.6M | $1.6M | 1.3% | |
| U.S. Treasury notes 1.875% due 02/15/2032 $1,340,000 | U.S. Treasuries | — | $1.2M | $1.2M | 1.0% | |
| Eaton Vance Emerging Markets Mutual Fund | Other securities | — | $1.1M | $1.1M | 0.9% | |
| U.S. Treasury notes 3.500% due 02/15/2033 $730,000 | U.S. Treasuries | — | $700K | $705K | 0.6% | |
| U.S. Treasury notes 4.000% due 2/15/2034 $645,000 | U.S. Treasuries | — | $639K | $640K | 0.5% | |
| U.S. Treasury bonds 3.750% due 08/15/2041 $485,000 | U.S. Treasuries | — | $478K | $438K | 0.4% | |
| Government Mortgage-Backed Securities Fannie Mae 1.500% due 04/01/2052 $488,186 | Agency / Mortgage-Backed | — | $353K | $368K | 0.3% | |
| Fannie Mae 4.000% due 10/01/2052 $376,653 | Agency / Mortgage-Backed | — | $355K | $352K | 0.3% | |
| UU.S. Government Obligations U.S. Treasury bonds 2.500% due 02/15/2045 $490,000 | U.S. Treasuries | — | $382K | $348K | 0.3% | |
| U.S. Treasury notes 1.125% due 02/15/2031 $375,000 | U.S. Treasuries | — | $318K | $323K | 0.3% | |
| Freddie Mac 2.500% due 05/01/2051 $311,038 | Agency / Mortgage-Backed | — | $251K | $259K | 0.2% | |
| Freddie Mac 4.000% due 09/01/2052 $241,097 | Agency / Mortgage-Backed | — | $227K | $225K | 0.2% | |
| Comcast Corp 3.400% due 04/01/2030 $235,000 | Bonds / Notes | — | $262K | $224K | 0.2% | |
| Fannie Mae 2.500% due 05/01/2051 $249,113 | Agency / Mortgage-Backed | — | $206K | $207K | 0.2% | |
| Fannie Mae 3.000% due 05/01/2052 $236,146 | Agency / Mortgage-Backed | — | $201K | $205K | 0.2% | |
| Freddie Mac 2.500% due 09/01/2052 $237,305 | Agency / Mortgage-Backed | — | $198K | $197K | 0.2% | |
| Fannie Mae 3.500% due 10/01/2052 $213,866 | Agency / Mortgage-Backed | — | $189K | $193K | 0.2% | |
| Freddie Mac 4.000% due 11/01/2052 $205,258 | Agency / Mortgage-Backed | — | $184K | $192K | 0.2% | |
| Fannie Mae 3.000% due 05/01/2052 $219,459 | Agency / Mortgage-Backed | — | $188K | $191K | 0.2% | |
| Freddie Mac 2.500% due 09/01/2042 $213,981 | Agency / Mortgage-Backed | — | $185K | $189K | 0.2% | |
| Freddie Mac 2.500% due 04/01/2052 $224,863 | Agency / Mortgage-Backed | — | $190K | $187K | 0.2% | |
| Schwab US Treasury Money Fund Money Market Fund | U.S. Treasuries | — | $182K | $182K | 0.1% | |
| U.S. Treasury notes 1.250% due 08/15/2031 $210,000 | U.S. Treasuries | — | $174K | $179K | 0.1% | |
| Florida Power & Light Co 5.000% due 08/01/2034 $175,000 | Bonds / Notes | — | $175K | $176K | 0.1% | |
| Freddie Mac 2.500% due 04/01/2052 $192,141 | Agency / Mortgage-Backed | — | $161K | $160K | 0.1% | |
| Freddie Mac 3.000% due 03/01/2051 $166,775 | Agency / Mortgage-Backed | — | $145K | $145K | 0.1% | |
| Freddie Mac 2.000% due 08/01/2042 $145,530 | Agency / Mortgage-Backed | — | $123K | $124K | 0.1% | |
| Freddie Mac 4.000% due 08/01/2052 $131,795 | Agency / Mortgage-Backed | — | $121K | $123K | 0.1% | |
| Walt Disney Co 2.650% due 01/13/2031 $125,000 | Bonds / Notes | — | $120K | $114K | <0.1% | |
| Fannie Mae 3.000% due 04/01/2040 $109,532 | Agency / Mortgage-Backed | — | $115K | $102K | <0.1% | |
| Freddie Mac 3.000% due 11/01/2039 $95,922 | Agency / Mortgage-Backed | — | $101K | $89K | <0.1% | |
| Corporate and Foreign Bonds Citigroup Inc 3.980% due 03/20/2030 $90,000 | Bonds / Notes | — | $101K | $88K | <0.1% |
