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Original filing (PDF)20250411160935NAL0023500833002
BOARD OF TRUSTEES OF THE NECA-IBEW WELFARE TRUST FUND
Form 5500
FILING_RECEIVED
NECA-IBEW WELFARE TRUST FUND
Health & welfare plan
Signals · 3
~428 bps in Sched C feesNo recordkeeper disclosed32 service providers
Active participants
12,230
Accounts w/ balance
—
Plan assets (EOY)
$341.3M
Net assets (EOY)
$299.5M
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
- 428 bps in Schedule C fees — 4179% 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 BOARD OF TRUSTEES OF THE NECA-IBEW WELFARE TRUST FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE NECA-IBEW WELFARE TRUST FUND
EIN
37-0738564
Address
2120 HUBBARD AVENUE · DECATUR, IL · 62526
Phone
(217) 875-0254
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-11
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
KERBER, ECK & BRAECKEL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
32 rowsOther
32Investments
7 pooled funds· $125.0M(37% 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.
Common Collective Trust
$76.8M
4 holdings
103-12 Investment Entity
$26.6M
2 holdings
Pooled Separate Account
$21.7M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ASB ALLEGIANCE REAL ESTATE FD LP CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | $25.7M | 7.5% |
| ULLICO UNION LABOR LIFE INS ACCNT R THE ULLICO LABOR LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 207 | Pooled Separate Account | $21.7M | 6.3% |
| AMERICAN CORE REALTY FUND AMERICAN REALTY ADVISORS · EIN 95-4871432 / PN 000 | Common Collective Trust | $19.9M | 5.8% |
| COMERICA AGGREGATE BOND INDEX FUND COMERICA BANK & TRUST, NATIONAL A · EIN 38-6555716 / PN 001 | Common Collective Trust | $18.3M | 5.4% |
| PARAMETRIC DEFINSIVE EQUITY FD LLC PARAMETRIC PORTFOLIO ASSOCIATES LLC · EIN 45-2531297 / PN 001 | 103-12 Investment Entity | $14.7M | 4.3% |
| BLACKROCK MSCI ACWI EX-U.S. IMI IND BLACKROCK INSTITUTIONAL TRUST COMPANY NA · EIN 33-6371939 / PN 001 | Common Collective Trust | $12.9M | 3.8% |
| ULLICO INFRASTRUCTURE TAX EXEMPT FN ULLICO INVESTMENT ADVISORS INC. · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | $11.8M | 3.5% |