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Original filing (PDF)20260113094228NAL0015676752002
NECA LOCAL 145 I.B.E.W ANNUITY AND PROFI
Form 5500
FILING_RECEIVED
NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA
Defined-contribution retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
1,161
Accounts w/ balance
1,299
Plan assets (EOY)
$161.8M
Net assets (EOY)
$161.7M
How this plan invests
This plan
1 pooled trust
Schedule D
1 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: INVESCO STABLE VALUE TRUST (extraction pending)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NECA LOCAL 145 I.B.E.W ANNUITY AND PROFI.
Plan sponsor
Name
NECA LOCAL 145 I.B.E.W ANNUITY AND PROFI
EIN
36-3730534
Address
1700 52ND AVENUE, STE B · MOLINE, IL · 61265
Phone
(309) 764-8080
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-13
Pension benefit codes
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RJ LEE LLC | 42-1213015 | CEDAR RAPIDS, IA | NONE | $36K | — |
| CALIBRE CPA GROUP, PLLC | 47-0900880 | CHICAGO, IL | NONE | $11K | — |
| MCCARTHY CALLAS & FEENEY PC | 36-4184033 | ROCK ISLAND, IL | NONE | $7K | — |
| INVESTMENT CONSULTING GROUP | 42-1358707 | DAVENPORT, IA | NONE | $6K | — |
Investments
1 pooled fund· $27.0M(17% 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 |
|---|---|---|---|---|---|---|
| INVESCO STABLE VALUE RETURN CLASS 4 INVESCO ADVISORS INC · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $27.0M | 16.7% |