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Original filing (PDF)20260219131435NAL0008767312001

IBEW LOCAL UNION 481 DEFINED CONTRIBUTION

Form 5500
FILING_RECEIVED
I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
3,110
Accounts w/ balance
3,320
Plan assets (EOY)
$295.7M
Net assets (EOY)
$295.1M
How this plan invests
This plan
7 pooled trusts
Schedule D
514 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
86
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "[DFE: NHIT CORE FIXED INCOME TRUST (extraction pending)]" is 29% of plan.
  • 15 bps in Schedule C fees — modestly above peer band of 10 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IBEW LOCAL UNION 481 DEFINED CONTRIBUTION.
Plan sponsor
Name
IBEW LOCAL UNION 481 DEFINED CONTRIBUTION
EIN
35-1501496
Address
1828 N. MERIDIAN STREET · INDIANAPOLIS, IN · 46202
Phone
(317) 923-4577
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-19
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

5 rows
Other
5
NameEINLocationRelationDirect compIndirect comp
JOHN HANCOCK RETIREMENT PLAN SERVIC01-0233346—NONE$215K—
MORGAN STANLEY SMITH BARNEY LLC11-3658445—NONE$75K—
DAVID RAY35-1501496—ADMINISTRATOR$72K—
LEDBETTER PARTNERS, LLC03-0599899—NONE$40K—
LEGACY PROFESSIONALS LLP32-0043599—NONE$37K—

Investments

502 direct securities · 7 pooled funds· $131.9M(45% 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
$110.4M
7 holdings
Uncategorized
$21.5M
502 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
NHIT CORE FIXED INCOME TRUST
LOOMIS SAYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 002
Common Collective Trust
——$31.9M10.8%
LEGAL & GENERAL MSCI ACWI EX US CIT
RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 010
Common Collective Trust
——$29.4M9.9%
IBEW-NECA STABLE VALUE TRUST
INVESCO TRUST COMPANY · EIN 93-6223188 / PN 001
Common Collective Trust
——$12.0M4.1%
IBEW-NECA EQUITY INDEX FUND
CHEVY CHASE TRUST COMPANY · EIN 31-1772714 / PN 003
Common Collective Trust
——$12.0M4.0%
NHIT INTERMEDIATE DURATION FIXED
LOOMIS SAYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 004
Common Collective Trust
——$11.0M3.7%
AFL-CIO BUILDING INVESTMENT TRUST
GREAT GRAY TRUST COMPANY, LLC · EIN 52-6328901 / PN 001
Common Collective Trust
——$8.1M2.7%
BGO DAILY VALUE FUND
NEWTOWER TRUST COMPANY · EIN 83-6177544 / PN 001
Common Collective Trust
——$6.0M2.0%
INVESCO SHORT TERM BOND FUND———$5.7M1.9%
JENNISON INTERMEDIATE FD———$1.2M0.4%
APPLE INC——$123K$909K0.3%
NVIDIA CORP——$26K$791K0.3%
MICROSOFT CORP——$124K$753K0.3%
LOOMIS SAYLES INTERMEDIATE FUND———$605K0.2%
LOOMIS SAYLES CORE FIXED INCOME FUN———$604K0.2%
PIMCO INTERMEDIATE FUND———$604K0.2%
DODGE & COX CORE FIXED INCOME FUND———$602K0.2%
AMAZON.COM INC——$105K$493K0.2%
META PLATFORMS INC——$53K$307K0.1%
INVESCO SHORT TERM INVESTMENT FUND———$283K<0.1%
TESLA INC——$160K$271K<0.1%
ALPHABET INC-CL A——$45K$266K<0.1%
BROADCOM INC——$38K$260K<0.1%
ALPHABET INC-CL C——$35K$218K<0.1%
BERKSHIRE HATH-B——$60K$200K<0.1%
JPMORGAN CHASE & CO——$38K$162K<0.1%
ELI LILLY & CO——$20K$146K<0.1%
VISA INC-CLASS A SHARES——$32K$131K<0.1%
EXXON MOBIL CORP——$66K$114K<0.1%
UNITEDHEALTH GROUP INC——$25K$112K<0.1%
MASTERCARD INC - A——$16K$104K<0.1%
COSTCO WHOLESALE CORP——$15K$98K<0.1%
PROCTER & GAMBLE CO/THE——$37K$95K<0.1%
WALMART INC——$27K$94K<0.1%
HOME DEPOT INC——$21K$93K<0.1%
NETFLIX INC——$12K$92K<0.1%
JOHNSON & JOHNSON——$47K$84K<0.1%
SALESFORCE INC——$24K$77K<0.1%
ABBVIE INC——$24K$75K<0.1%
BANK OF AMERICA CORP——$38K$70K<0.1%
ORACLE CORP——$13K$64K<0.1%
MERCK & CO. INC.——$35K$60K<0.1%
CHEVRON CORP——$35K$58K<0.1%
COCA-COLA CO/THE——$32K$58K<0.1%
CISCO SYSTEMS INC——$25K$57K<0.1%
WELLS FARGO & CO——$31K$56K<0.1%
ACCENTURE PLC-CL A——$16K$53K<0.1%
SERVICENOW INC——$16K$52K<0.1%
PEPSICO INC——$25K$50K<0.1%
MCDONALD'S CORP——$14K$50K<0.1%
IBM——$26K$49K<0.1%
WALT DISNEY CO/THE——$30K$48K<0.1%
LINDE PLC——$21K$48K<0.1%
THERMO FISHER——$13K$48K<0.1%
ABBOTT LABORATORIES——$18K$47K<0.1%
ADVANCED MICRO DEVICES——$12K$47K<0.1%
ADOBE INC——$11K$47K<0.1%
PHILIP MORRIS IN——$21K$45K<0.1%
INTUITIVE SURGICAL INC——$8K$45K<0.1%
GE AEROSPACE——$38K$43K<0.1%
GOLDMAN SACHS GROUP INC——$12K$43K<0.1%
INTUIT INC——$10K$42K<0.1%
CATERPILLAR INC——$9K$42K<0.1%
TEXAS INSTRUMENTS INC——$12K$41K<0.1%
QUALCOMM INC——$15K$41K<0.1%
VERIZON COMMUNIC——$46K$40K<0.1%
AMERICAN EXPRESS CO——$8K$40K<0.1%
BOOKING HOLDINGS INC——$6K$40K<0.1%
AT&T INC——$41K$39K<0.1%
S&P GLOBAL INC——$10K$38K<0.1%
MORGAN STANLEY——$12K$37K<0.1%
PALANTIR TECHN-A——$19K$37K<0.1%
RTX CORPORATION——$13K$37K<0.1%
PFIZER INC——$43K$36K<0.1%
BLACKROCK INC——$14K$36K<0.1%
DANAHER CORP——$11K$35K<0.1%
NEXTERA ENERGY INC——$14K$35K<0.1%
HONEYWELL INTL——$11K$35K<0.1%
COMCAST CORP-CLASS A——$18K$34K<0.1%
PROGRESSIVE CORP——$5K$34K<0.1%
AMGEN INC——$13K$34K<0.1%
LOWE'S COS INC——$7K$34K<0.1%
UNION PACIFIC CORP——$8K$33K<0.1%
TJX COMPANIES INC——$5K$33K<0.1%
APPLIED MATERIALS INC——$6K$32K<0.1%
CITIGROUP INC——$36K$32K<0.1%
BOEING CO/THE——$22K$32K<0.1%
BOSTON SCIENTIFIC CORP——$8K$32K<0.1%
EATON CORP PLC——$6K$32K<0.1%
CONOCOPHILLIPS——$16K$31K<0.1%
UBER TECHNOLOGIES INC——$31K$31K<0.1%
BLACKSTONE INC——$20K$30K<0.1%
STRYKER CORP——$9K$30K<0.1%
AUTOMATIC DATA PROCESSING——$7K$29K<0.1%
PALO ALTO NETWORKS INC——$20K$29K<0.1%
FISERV INC——$8K$28K<0.1%
GILEAD SCIENCES INC——$10K$28K<0.1%
BRISTOL-MYERS SQUIBB CO——$24K$28K<0.1%
ARISTA NETWORKS INC——$5K$27K<0.1%
SCHWAB (CHARLES) CORP——$11K$27K<0.1%
DEERE & CO——$6K$26K<0.1%
T-MOBILE US INC——$12K$26K<0.1%
ANALOG DEVICES INC——$9K$25K<0.1%
MARSH & MCLENNAN COS——$7K$25K<0.1%
VERTEX PHARM——$8K$25K<0.1%
CHUBB LTD——$9K$25K<0.1%
STARBUCKS CORP——$8K$25K<0.1%
LOCKHEED MARTIN CORP——$7K$25K<0.1%
MEDTRONIC PLC——$24K$25K<0.1%
KKR & CO INC——$18K$24K<0.1%
PROLOGIS INC——$14K$24K<0.1%
MICRON TECHNOLOGY INC——$8K$22K<0.1%
LAM RESEARCH CORP——$3K$22K<0.1%
UNITED PARCEL-B——$16K$22K<0.1%
EQUINIX INC——$9K$22K<0.1%
GE VERNOVA INC——$10K$22K<0.1%
SOUTHERN CO/THE——$11K$22K<0.1%
NIKE INC -CL B——$10K$22K<0.1%
ALTRIA GROUP INC——$11K$21K<0.1%
INTEL CORP——$30K$21K<0.1%
AMERICAN TOWER CORP——$12K$21K<0.1%
PAYPAL HOLDINGS INC——$10K$21K<0.1%
INTERCONTINENTAL——$8K$21K<0.1%
ELEVANCE HEALTH INC——$7K$21K<0.1%
KLA CORP——$3K$20K<0.1%
AMPHENOL CORP-CL A——$3K$20K<0.1%
CME GROUP INC——$10K$20K<0.1%
DUKE ENERGY CORP——$13K$20K<0.1%
TRANE TECHNOLOGIES PLC——$3K$20K<0.1%
CADENCE DESIGN SYS INC——$4K$20K<0.1%
CHIPOTLE MEXICAN——$4K$20K<0.1%
PARKER HANNIFIN CORP——$3K$20K<0.1%
MONDELEZ INTER-A——$8K$19K<0.1%
CROWDSTRIKE HO-A——$21K$19K<0.1%
SHERWIN-WILLIAMS CO/THE——$4K$19K<0.1%
AON PLC-CLASS A——$5K$19K<0.1%
MOTOROLA SOLUTIONS INC——$4K$19K<0.1%
THE CIGNA GROUP——$7K$18K<0.1%
PNC FINANCIAL SE——$9K$18K<0.1%
REGENERON PHARMACEUTICALS——$10K$18K<0.1%
US BANCORP——$12K$18K<0.1%
SYNOPSYS INC——$4K$18K<0.1%
WELLTOWER INC——$10K$18K<0.1%
COLGATE-PALMOLIVE CO——$9K$18K<0.1%
APOLLO GLOBAL MA——$18K$18K<0.1%
MOODY'S CORP——$3K$18K<0.1%
WASTE MANAGEMENT INC——$5K$18K<0.1%
ZOETIS INC——$6K$18K<0.1%
MCKESSON CORP——$3K$17K<0.1%
TRANSDIGM GROUP INC——$5K$17K<0.1%
ARTHUR J GALLAGHER & CO——$6K$17K<0.1%
EMERSON ELECTRIC CO——$6K$17K<0.1%
3M CO——$11K$17K<0.1%
CONSTELLATION ENERGY——$3K$17K<0.1%
EOG RESOURCES INC——$7K$17K<0.1%
O'REILLY AUTOMOTIVE INC——$2K$16K<0.1%
ILLINOIS TOOL WORKS——$5K$16K<0.1%
CAPITAL ONE FINA——$6K$16K<0.1%
GENERAL DYNAMICS CORP——$7K$16K<0.1%
WILLIAMS COS INC——$9K$16K<0.1%
BECTON DICKINSON AND CO——$10K$16K<0.1%
AIR PRODS & CHEM——$6K$15K<0.1%
MARRIOTT INTL-A——$3K$15K<0.1%
NORTHROP GRUMMAN CORP——$4K$15K<0.1%
AUTODESK INC——$4K$15K<0.1%
FEDEX CORP——$6K$15K<0.1%
CINTAS CORP——$2K$15K<0.1%
TARGET CORP——$7K$15K<0.1%
HILTON WORLDWIDE——$5K$14K<0.1%
FORTINET INC——$3K$14K<0.1%
ECOLAB INC——$5K$14K<0.1%
ONEOK INC——$7K$14K<0.1%
GENERAL MOTORS CO——$10K$14K<0.1%
TRUIST FINANCIAL CORP——$11K$14K<0.1%
ROYAL CARIBBEAN——$5K$14K<0.1%
CARRIER GLOBAL CORP——$3K$14K<0.1%
AIRBNB INC-CLASS A——$15K$14K<0.1%
CVS HEALTH CORP——$16K$14K<0.1%
BANK NY MELLON——$7K$13K<0.1%
ROPER TECHNOLOGIES INC——$4K$13K<0.1%
SEMPRA——$7K$13K<0.1%
DIGITAL REALTY TRUST INC——$9K$13K<0.1%
WORKDAY INC-CLASS A——$14K$13K<0.1%
HCA HEALTHCARE INC——$4K$13K<0.1%
FREEPORT-MCMORAN INC——$8K$13K<0.1%
TRAVELERS COS INC/THE——$4K$13K<0.1%
PACCAR INC——$3K$13K<0.1%
SCHLUMBERGER LTD——$17K$13K<0.1%
AUTOZONE INC——$2K$13K<0.1%
NORFOLK SOUTHERN CORP——$4K$13K<0.1%
KINDER MORGAN INC——$14K$13K<0.1%
NXP SEMICONDUCTORS NV——$12K$13K<0.1%
SIMON PROPERTY GROUP INC——$7K$13K<0.1%
JOHNSON CONTROLS——$6K$13K<0.1%
AFLAC INC——$3K$12K<0.1%
AMERIPRISE FINANCIAL INC——$2K$12K<0.1%
ALLSTATE CORP——$4K$12K<0.1%
COPART INC——$4K$12K<0.1%
ROSS STORES INC——$3K$12K<0.1%
AMERICAN ELECTRIC POWER——$7K$12K<0.1%
FAIR ISAAC CORP——$4K$12K<0.1%
Showing top 200 of 509 investments by value.

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