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Original filing (PDF)20260212120014NAL0000096210002
TRUSTEES OF NECA-IBEW LOCAL 364 CONTRIBUTION PENSION TRUST FUND
Form 5500
FILING_RECEIVED
NECA-IBEW LOCAL 364 DEFINED CONTRIBUTION PLAN
Defined-contribution retirement plan
Signals · 3
50% in single holdingNo recordkeeper disclosed8 service providers
Active participants
1,010
Accounts w/ balance
1,254
Plan assets (EOY)
$489.4M
Net assets (EOY)
$488.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: IBEW EQUITY INDEX FUND (no filing on disk)]" is 50% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF NECA-IBEW LOCAL 364 CONTRIBUTION PENSION TRUST FUND.
Plan sponsor
Name
TRUSTEES OF NECA-IBEW LOCAL 364 CONTRIBUTION PENSION TRUST FUND
EIN
36-3306560
Address
6820 MILL ROAD · ROCKFORD, IL · 61108
Phone
(815) 398-6282
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Name
TRUSTEES OF NECA-IBEW LOCAL 364 CONTRIBUTION PENSION TRUST FUND
EIN
36-3306560
City
ROCKFORD, IL
Phone
(815) 398-6282
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-12
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
ERIC J. FERNANDEZ & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEKETA INVESTMENT GROUP | 04-2659023 | WESTWOOD, MA | NONE | $116K | — |
| DOLAN, MCENIRY CAPITAL MANAGEMENT | 36-4169967 | CHICAGO, IL | NONE | $74K | — |
| TIC INTERNATIONAL | 13-2600875 | LANSING, MI | NONE | $61K | — |
| WHITE OAK GLOBAL ADVISORS, LLC | 26-0340395 | SAN FRANCISCO, CA | NONE | $40K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | CINCINNATI, OH | NONE | $37K | — |
| ERIC J. FERNANDEZ & CO. CPA'S | 36-3141842 | WEST DUNDEE, IL | NONE | $30K | — |
| BAUM, SIGMAN AUERBACH & NEUMAN LTD. | 36-2744057 | CHICAGO, IL | NONE | $23K | — |
| RICHARD J. WOLF AND COMPANY | — | PALOS PARK, IL | NONE | $7K | — |
Investments
3 pooled funds· $50.6M(10% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| IBEW EQUITY INDEX FUND FIDELITY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $25.1M | 5.1% | |
| AQR DIVERS. STRATEGIES CIT FIDELITY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $20.3M | 4.2% | |
| FID MANAGED INCOME PORT CHEVY CHASE TRUST · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $5.2M | 1.1% |