Original filing (PDF)20250324153457NAL0009323155001

TRUSTEES UNDER IBEW 150 SUPPLEMENTAL PENSION FUND

Name: TRUSTEES UNDER IBEW 150 SUPPLEMENTAL PENSION FUND — IBEW LOCAL 150 SUPPLEMENTAL PENSION FUND, Form 5500 (2023)
Creator: TRUSTEES UNDER IBEW 150 SUPPLEMENTAL PENSION FUND

Form 5500

FILING_RECEIVED

IBEW LOCAL 150 SUPPLEMENTAL PENSION FUND

Defined-contribution retirement plan

Signals · 2

No recordkeeper disclosed8 service providers

Active participants

1,368

Accounts w/ balance

1,368

Plan assets (EOY)

$279.4M

Net assets (EOY)

$278.8M

How this plan invests

This plan

3 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES UNDER IBEW 150 SUPPLEMENTAL PENSION FUND.

Plan sponsor

Name

TRUSTEES UNDER IBEW 150 SUPPLEMENTAL PENSION FUND

EIN

36-4446184

Address

230 LEXINGTON GREEN CIRCLE · SUITE 400 · LEXINGTON, KY · 405033337

Phone

(859) 825-6132

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-03-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

CALIBRE CPA GROUP, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

8 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MEKETA	04-2659023	WESTWOOD, MA	NONE	$47K	—
REINHART BOERNER VAN DEUREN S.C.	39-1126909	MILWAUKEE, WI	NONE	$44K	—
TIC INTL CORP	13-2600875	CARMEL, IN	NONE	$37K	—
IBEW LOCAL UNION 150	36-1581422	LIBERTYVILLE, IL	SPONSORING UNION	$19K	—
CALIBRE CPA GROUP, PLLC	47-0900880	CHICAGO, IL	NONE	$19K	—
STRATEGIC CAPITAL INVESTMENT ADVISO

Investments

3 pooled funds· $31.1M(11% 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.

Pooled Separate Account

$31.1M

1 holding

Common Collective Trust

2 holdings