Original filing (PDF)20260310165439NAL0004092401001

TRUSTEES OF IBEW LOCAL 531 & NECA MONEY PURCHASE PENSION PLAN

Name: TRUSTEES OF IBEW LOCAL 531 & NECA MONEY PURCHASE PENSION PLAN — IBEW LOCAL 531 & NECA MONEY PURCHASE PENSION PLAN, Form 5500 (2024)
Creator: TRUSTEES OF IBEW LOCAL 531 & NECA MONEY PURCHASE PENSION PLAN

Form 5500

FILING_RECEIVED

IBEW LOCAL 531 & NECA MONEY PURCHASE PENSION PLAN

Defined-contribution retirement plan

Signals · 2

No recordkeeper disclosed9 service providers

Active participants

805

Accounts w/ balance

908

Plan assets (EOY)

$137.1M

Net assets (EOY)

$136.7M

How this plan invests

This plan

13 pooled trusts

Schedule D

98 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Vendor stack

Participation health

100

Knocking points off

19 bps in Schedule C fees — 93% 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 TRUSTEES OF IBEW LOCAL 531 & NECA MONEY PURCHASE PENSION PLAN.

Plan sponsor

Name

TRUSTEES OF IBEW LOCAL 531 & NECA MONEY PURCHASE PENSION PLAN

EIN

35-6068417

Address

P.O. BOX 518 · 2751 N. STATE ROAD 39 · LAPORTE, IN · 463505469

Phone

(312) 649-1200

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2026-03-10

Pension benefit codes

2C · Money purchase (other than target benefit)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

LEGACY PROFESSIONALS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

9 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	06-1050034	—	NONE	$100K	—
ZENITH AMERICAN SOLUTIONS	52-1590516	—	NONE	$37K	—
SEGAL MARCO ADVISORS	13-2646110	—	NONE	$30K	—
THE SEGAL COMPANY (MIDWEST) INC.	13-1975125	—	NONE	$23K	—
L.M. HENDERSON	20-5520612	—	NONE	$23K	—
MAY, OBERFELL, LORBER	—	MISHAWAKA, IN	NONE	$21K	—
LEGACY PROFESSIONALS LLP	32-0043599	—	NONE	$19K	—
LEDBETTER PARTNERS LLC	03-0599899	—	NONE	$7K	—
IRON MOUNTAIN	23-2588479	—	NONE	$5K	—

Investments

91 direct securities · 13 pooled funds· $150.4M(100% 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

$64.0M

10 holdings

Uncategorized

$63.9M

91 holdings

Pooled Separate Account

$22.6M

3 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
DRYDEN S&P 500 INDEX FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123	Pooled Separate Account	—	—	$14.1M	10.3%
[DFE: COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2035) OF JPMORGAN CHASE BANK, N.A. (extraction pending)]	—	—	—	$10.5M	7.7%
JPMCB SMARTRET PASS BD 2035 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001	Common Collective Trust	—	—	$10.5M	7.7%
JPMCB SMARTRET PASS BD 2045 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001	Common Collective Trust	—	—	$8.5M	6.2%
JPMCB SMARTRET PASS BD 2050 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001	Common Collective Trust	—	—	$8.3M	6.1%
COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2030) OF JPMORGAN CHASE BANK, N.A.	—	—	—	$7.6M	5.5%
JPMCB SMARTRET PASS BD 2030 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001	Common Collective Trust	—	—	$7.6M	5.5%
JPMCB SMARTRET PASS BD 2055 CF JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001	Common Collective Trust	—	—	$7.1M	5.2%
JPMCB SMARTRET PASS BD 2040 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001	Common Collective Trust	—	—	$6.4M	4.7%
QMA MID CAP INDEX FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 833	Pooled Separate Account	—	—	$5.7M	4.2%
JPMCB SMARTRET PASS BD INC CF JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001	Common Collective Trust	—	—	$5.6M	4.1%
[DFE: COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2025) OF JPMORGAN CHASE BANK, N.A. (extraction pending)]	—	—	—	$5.2M	3.8%
JPMCB SMARTRET PASS BD 2025 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001	Common Collective Trust	—	—	$5.2M	3.8%
JPMCB SMARTRET PASS BD 2060 CF JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001	Common Collective Trust	—	—	$4.8M	3.5%
EQUITY INDEX FUND	—	—	—	$4.1M	3.0%
EQUITY INDEX FUND	—	—	—	$4.0M	2.9%
EQUITY INDEX FUND	—	—	—	$3.5M	2.5%
LSV ASSET MGMT LARGE CAP VALUE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 318	Pooled Separate Account	—	—	$2.8M	2.0%
EQUITY INDEX FUND	—	—	—	$2.7M	2.0%
EQUITY INDEX FUND	—	—	—	$2.4M	1.7%
EAFE EQUITY INDEX FUND	—	—	—	$1.9M	1.4%
EAFE EQUITY INDEX FUND	—	—	—	$1.9M	1.4%
CORE BOND FUND	—	—	—	$1.7M	1.3%
EAFE EQUITY INDEX FUND	—	—	—	$1.6M	1.2%
EAFE EQUITY INDEX FUND	—	—	—	$1.3M	0.9%
EQUITY INDEX FUND	—	—	—	$1.2M	0.9%
EAFE EQUITY INDEX FUND	—	—	—	$1.1M	0.8%
CORE PLUS BOND FUND	—	—	—	$817K	0.6%
CORE PLUS BOND FUND	—	—	—	$667K	0.5%
CORE PLUS BOND FUND	—	—	—	$583K	0.4%
EAFE EQUITY INDEX FUND	—	—	—	$561K	0.4%
MID CAP EQUITY INDEX FUND	—	—	—	$454K	0.3%
MID CAP EQUITY INDEX FUND	—	—	—	$439K	0.3%
CORE PLUS BOND FUND	—	—	—	$426K	0.3%
MID CAP EQUITY INDEX FUND	—	—	—	$388K	0.3%
CORE PLUS BOND FUND	—	—	—	$365K	0.3%
EMERGING MARKETS EQUITY INDEX FUND	—	—	—	$350K	0.3%
EMERGING MARKETS RESEARCH ENHANCED	—	—	—	$349K	0.3%
EMERGING MARKETS EQUITY INDEX FUND	—	—	—	$342K	0.2%
EMERGING MARKETS RESEARCH ENHANCED	—	—	—	$340K	0.2%
EMERGING MARKETS EQUITY INDEX FUND	—	—	—	$300K	0.2%
EMERGING MARKETS RESEARCH ENHANCED	—	—	—	$298K	0.2%
HIGH YIELD FUND	—	—	—	$297K	0.2%
MID CAP EQUITY INDEX FUND	—	—	—	$297K	0.2%
INFLATION MANAGED BOND FUND	—	—	—	$281K	0.2%
CORE BOND FUND	—	—	—	$272K	0.2%
MID CAP EQUITY INDEX FUND	—	—	—	$264K	0.2%
CORE PLUS BOND FUND	—	—	—	$248K	0.2%
LIQUIDITY FUND	—	—	—	$240K	0.2%
EMERGING MARKETS EQUITY INDEX FUND	—	—	—	$236K	0.2%
EMERGING MARKETS RESEARCH ENHANCED	—	—	—	$235K	0.2%
SMALL CAP EQUITY INDEX FUND	—	—	—	$229K	0.2%
CORE BOND FUND	—	—	—	$222K	0.2%
SMALL CAP EQUITY INDEX FUND	—	—	—	$222K	0.2%
EMERGING MARKETS EQUITY INDEX FUND	—	—	—	$204K	0.1%
EMERGING MARKETS RESEARCH ENHANCED	—	—	—	$203K	0.1%
SMALL CAP EQUITY INDEX FUND	—	—	—	$196K	0.1%
MID CAP EQUITY INDEX FUND	—	—	—	$158K	0.1%
U.S. REIT INDEX FUND	—	—	—	$155K	0.1%
U.S. REIT INDEX FUND	—	—	—	$151K	0.1%
SMALL CAP EQUITY INDEX FUND	—	—	—	$149K	0.1%
CORE BOND FUND	—	—	—	$142K	0.1%
LIQUIDITY FUND	—	—	—	$140K	0.1%
LIQUIDITY FUND	—	—	—	$137K	0.1%
SMALL CAP EQUITY INDEX FUND	—	—	—	$133K	<0.1%
U.S. REIT INDEX FUND	—	—	—	$133K	<0.1%
CORE BOND FUND	—	—	—	$122K	<0.1%
LIQUIDITY FUND	—	—	—	$121K	<0.1%
HIGH YIELD FUND	—	—	—	$112K	<0.1%
U.S. REIT INDEX FUND	—	—	—	$104K	<0.1%
EMERGING MARKETS EQUITY INDEX FUND	—	—	—	$103K	<0.1%
EMERGING MARKETS RESEARCH ENHANCED	—	—	—	$103K	<0.1%
EMERGING MARKETS - FIXED INCOME FND	—	—	—	$101K	<0.1%
LIQUIDITY FUND	—	—	—	$98K	<0.1%
U.S. REIT INDEX FUND	—	—	—	$90K	<0.1%
SMALL CAP EQUITY INDEX FUND	—	—	—	$87K	<0.1%
LIQUIDITY FUND	—	—	—	$87K	<0.1%
CORE BOND FUND	—	—	—	$83K	<0.1%
LIQUIDITY OPTIMIZED HIGH YIELD FUND	—	—	—	$74K	<0.1%
LIQUIDITY OPTIMIZED HIGH YIELD FUND	—	—	—	$57K	<0.1%
U.S. REIT INDEX FUND	—	—	—	$45K	<0.1%
EMERGING MARKETS - FIXED INCOME FND	—	—	—	$39K	<0.1%
HIGH YIELD FUND	—	—	—	$37K	<0.1%
LIQUIDITY OPTIMIZED HIGH YIELD FUND	—	—	—	$32K	<0.1%
EMERGING MARKETS - FIXED INCOME FND	—	—	—	$31K	<0.1%
LIQUIDITY OPTIMIZED HIGH YIELD FUND	—	—	—	$28K	<0.1%
HIGH YIELD FUND	—	—	—	$22K	<0.1%
EMERGING MARKETS - FIXED INCOME FND	—	—	—	$21K	<0.1%
EMERGING MARKETS - FIXED INCOME FND	—	—	—	$18K	<0.1%
EMERGING MARKETS - FIXED INCOME FND	—	—	—	$12K	<0.1%
FLOATING RATE INCOME FUND	—	—	—	$455	<0.1%
SHORT DURATION CORE PLUS FUND	—	—	—	$0	<0.1%
SHORT DURATION CORE PLUS FUND	—	—	—	$0	<0.1%
GLOBAL OPPORTUNITIES FUND	—	—	—	$0	<0.1%
GLOBAL OPPORTUNITIES FUND	—	—	—	$0	<0.1%
SHORT DURATION CORE PLUS FUND	—	—	—	$0	<0.1%
GLOBAL OPPORTUNITIES FUND	—	—	—	$0	<0.1%
GLOBAL OPPORTUNITIES FUND	—	—	—	$0	<0.1%
GLOBAL OPPORTUNITIES FUND	—	—	—	$0	<0.1%
SHORT DURATION CORE PLUS FUND	—	—	—	$0	<0.1%
SHORT DURATION CORE PLUS FUND	—	—	—	$0	<0.1%
GLOBAL OPPORTUNITIES FUND	—	—	—	$0	<0.1%
SHORT DURATION CORE PLUS FUND	—	—	—	$0	<0.1%
JPMCB SMARTRET PASS BD 2020 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001	Common Collective Trust	—	—	$0	<0.1%