Back to filter
Original filing (PDF)20250324143430NAL0009271987002
TRUSTEES UNDER IBEW LOCAL 150 PENSION FUND
Form 5500
FILING_RECEIVED
IBEW LOCAL 150 PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
677
Accounts w/ balance
—
Plan assets (EOY)
$249.9M
Net assets (EOY)
$249.2M
How this plan invests
This plan
7 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)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 17 bps in Schedule C fees — 74% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES UNDER IBEW LOCAL 150 PENSION FUND.
Plan sponsor
Name
TRUSTEES UNDER IBEW LOCAL 150 PENSION FUND
EIN
36-6140629
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
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-24
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REINHART BOERNER VAN DEUREN S.C. | 39-1126909 | — | NONE | $91K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $71K | — |
| REINHART PARTNERS, INC. | 39-1711628 | — | NONE | $56K | — |
| MEKETA INVESTMENT GROUP, INC. | 04-2659023 | — | NONE | $54K | — |
| TIC INTERNATIONAL CORP | 13-2600875 | — | NONE | $53K | — |
| UNITED ACTUARIAL SERVICES, INC | 35-2156428 | — | NONE | $45K | — |
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $28K | — |
| STRATEGIC CAPITAL INVESTMENT ADVISO | 36-4268991 | — | NONE | $21K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $15K | — |
Investments
7 pooled funds· $139.3M(56% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| IBEW-NECA EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 31-1772714 / PN 003 | Common Collective Trust | $110.0M | 44.0% |
| NIS CORE FIXED INCOME QP FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4028492 / PN 001 | Common Collective Trust | $15.2M | 6.1% |
| NEWTOWER TRUST COMPANY MULTI-EMPLOY NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $11.6M | 4.7% |
| NIS TOTAL ABSOLUTE RETURN QP FUND, NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4069919 / PN 001 | Common Collective Trust | $1.9M | 0.7% |
| NIS HIGH YIELD QP FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4051841 / PN 001 | Common Collective Trust | $652K | 0.3% |
| LONGVIEW BUILD AMERICA BOND VE AMALGAMATED BANK · EIN 90-0533698 / PN 017 | Common Collective Trust | $0 | <0.1% |
| NT COLLECTIVE RUSSELL 2000 INDEX FD NORTHERN TRUST INVESTMENTS, INC · EIN 45-6138589 / PN 096 | Common Collective Trust | $0 | <0.1% |