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Original filing (PDF)20250821104301NAL0004184225002
IBEW LOCAL 176 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND
Form 5500
FILING_RECEIVED
IBEW LOCAL 176 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND
Health & welfare plan
Signals · 2
48% in single holdingNo recordkeeper disclosed
Active participants
8,027
Accounts w/ balance
—
Plan assets (EOY)
$13.3M
Net assets (EOY)
$13.3M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
76
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Cash equivalents Goldman Sachs Fin Sq Gov Money market fund" is 48% of plan.
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IBEW LOCAL 176 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND.
Plan sponsor
Name
IBEW LOCAL 176 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND
EIN
36-3936888
Address
1100 N E FRONTAGE ROAD · JOLIET, IL · 60431
Phone
(815) 729-2666
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-21
Welfare benefit codes
4C · Supplemental Unemployment
4F · Temporary Disability (accident and sickness)
4I · Severance Pay
4L · Death Benefits (other than life insurance)
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 |
|---|---|---|---|---|---|
| ZENITH-AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $24K | — |
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $18K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | — | NONE | $5K | — |
| MIDWEST INSTITUTIONAL TRUST CO. | 93-1799133 | — | NONE | $703 | — |
Investments
3 direct securities· $11.9M(89% of reported assets)
Uncategorized
$8.7M
2 holdings
Mutual Funds
$3.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Cash equivalents Goldman Sachs Fin Sq Gov Money market fund | — | — | $5.7M | $5.7M | 42.8% | |
| Baird Short-Term Bond Fund Mutual fund | Mutual Funds | — | $3.2M | $3.1M | 23.6% | |
| Vanguard Total Bond Market Index Fund Mutual fund | — | — | $3.4M | $3.1M | 23.1% |