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Original filing (PDF)20250529111352NAL0014010912002
NECA LOCAL 145 IBEW PENSION FUND
Form 5500
FILING_RECEIVED
NECA LOCAL 145 IBEW PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed12 service providers
Active participants
801
Accounts w/ balance
—
Plan assets (EOY)
$254.0M
Net assets (EOY)
$253.9M
How this plan invests
This plan
1 collective trust
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
- 28 bps in Schedule C fees — 182% 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 NECA LOCAL 145 IBEW PENSION FUND.
Plan sponsor
Name
NECA LOCAL 145 IBEW PENSION FUND
EIN
36-6492101
Address
1700 52ND AVENUE, SUITE B · MOLINE, IL · 61265
Phone
(309) 764-8080
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-05-29
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| R J LEE & ASSOCIATES, LLP | 36-4090984 | MOLINE, IL | NONE | $208K | — |
| BARTLETT & CO | 31-1221237 | CINCINNATI, OH | NONE | $97K | — |
| QUAD CITY BANK & TRUST | 42-1410409 | MOLINE, IL | NONE | $84K | — |
| SMITH GRAHAM AND CO | — | HOUSTON, TX | NONE | $75K | — |
| DANA INVESTMENT ADVISORS, INC. | 39-1512278 | WAUKESHA, WI | NONE | $54K | — |
| JENSEN INVESTMENTS | 93-0878027 | LAKE OSWEGO, OR | NONE | $41K | — |
| CALIBRE CPA GROUP, PLLC | 47-0900880 | CHICAGO, IL | NONE | $39K | — |
| UNITED ACTUARIAL SERVICES | 35-2156428 | CARMEL, IN | NONE | $35K | — |
| INVESTMENT CONSULTING GROUP | 42-1358707 | DAVENPORT, IA | NONE | $33K | — |
| OLD NATIONAL WEALTH MANAGEMENT | 26-0130059 | EVANSVILLE, IN | NONE | $22K | — |
| MCCARTHY CALLAS CHURCH FEENEY, P.C. | 36-4184033 | ROCK ISLAND, IL | NONE | $20K | — |
| CORELLIAN SOFTWARE | 47-1372895 | PORTLAND, OR | NONE | $9K | — |
Investments
1 pooled fund· $3.9M(2% 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 |
|---|---|---|---|
| AFL-CIO BUILDING INVESTMENT TRUST PNC BANK · EIN 52-6328901 / PN 001 | Common Collective Trust | $3.9M | 1.5% |