JEFF Wheeler signed Indiana Electrical Workers Pension Trust Fund IBEW's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Indiana Electrical Workers Pension Trust Fund IBEW's EIN is 35-1102579.
Download the official 2024 Form 5500 (PDF) for Indiana Electrical Workers Pension Trust Fund IBEW from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL REAL ESTATE ADVISORS, LLC | 26-2237421 | — | NONE | $116K | — |
| ASB CAPITAL MANAGEMENT, LLC | 80-0618452 | — | NONE | $105K |
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.
| % of plan | |||
|---|---|---|---|
| IBEW NECA EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 31-1772714 / PN 003 | Common Collective Trust | $53.0M | 10.2% |
| LYRICAL ASSET MNGT MASTER COLLECTIV LYRICAL US VALUE EQUITY CIT · EIN 99-2822613 / PN 186 | Common Collective Trust | $42.0M | 8.1% |
| LOOMIS SAYLES CORE FIXED INCOME FD LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 018 | Common Collective Trust | $36.6M | 7.0% |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | $10.5M | 2.0% |
| SEGALL, BRYANT & HAMILL CIT SEI TRUST COMPANY · EIN 81-0835598 / PN 090 | Common Collective Trust | $4.9M | 0.9% |
| ALLSPRING GROWTH CIT SEI TRUST COMPANY · EIN 46-6139057 / PN 001 | Common Collective Trust | $0 | <0.1% |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIERRA INVESTMENT PARTNERS, INC | 68-0370668 | — | NONE | $330K | — |
| DEROY & DEVEREAUX | 38-2251232 | — | NONE | $254K | — |
| FARR MILLER & WASHINGTON | 52-1979573 | — | NONE | $251K | — |
| SEGALL BRYANT & HAMILL | 35-2679129 | — | NONE | $170K | — |
| NATIONAL INVST. SERVICES OF AMERICA | 84-3937993 | — | NONE | $90K | — |
| PNC BANK | 22-1146430 | — | NONE | $85K | — |
| UNITED ACTUARIAL SERVICES | 35-2156428 | — | NONE | $76K | — |
| DAVID RAY | 35-1102579 | — | ADMINISTRATOR | $74K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE | $64K | — |
| WHITNEY KING | 35-1102579 | — | EMPLOYEE | $63K | — |
| MARINER INSTITUTIONAL, LLC | 59-3676225 | — | NONE | $62K | — |
| LISA SMITH | 35-1102579 | — | EMPLOYEE | $48K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $43K | — |
| LEDBETTER PARISI, LLC | 03-0599899 | — | NONE | $41K | — |
| AMY SCHEIBLE | 35-1102579 | — | EMPLOYEE | $30K | — |
