Original filing (PDF)20250808153014NAL0005602320002

I.B.E.W. LOCAL 540 PENSION FUND

Name: I.B.E.W. LOCAL 540 PENSION FUND — Form 5500 (2023)
Creator: I.B.E.W. LOCAL 540 PENSION FUND

Form 5500

FILING_RECEIVED

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed10 service providers

Active participants

548

Accounts w/ balance

—

Plan assets (EOY)

$126.1M

Net assets (EOY)

$125.9M

How this plan invests

This plan

3 collective trusts

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)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for I.B.E.W. LOCAL 540 PENSION FUND.

Plan sponsor

Name

I.B.E.W. LOCAL 540 PENSION FUND

EIN

34-6701444

Address

3660 STUTZ DRIVE, SUITE 101 · CANFIELD, OH · 44406

Phone

(330) 758-3456

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-08-08

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

YURCHYK & DAVIS CPA'S, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

10 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY	—	NEW YORK, NY	INVESTMENT CUSTODIAN	$155K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONAL REAL ESTATE ADVISORS	—	WASHINGTON, DC	INVESTMENT MANAGER	$52K	—
ULLICO INVESTMENT ADVISORS	52-6435649	SILVER SPRING, MD	INVESTMENT MANAGER	$45K	—
MANNING & NAPIER	—

Investments

3 pooled funds· $22.4M(18% 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.

Common Collective Trust

$19.4M

2 holdings

103-12 Investment Entity

$3.0M

1 holding