Original filing (PDF)20250904105547NAL0009987315001

GREEN BAY ELECTRICAL WORKERS

Name: GREEN BAY ELECTRICAL WORKERS — GREEN BAY ELECTRICAL WORKERS PENSION PLAN, Form 5500 (2024)
Creator: GREEN BAY ELECTRICAL WORKERS

Form 5500

FILING_RECEIVED

GREEN BAY ELECTRICAL WORKERS PENSION PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

869

Accounts w/ balance

924

Plan assets (EOY)

$176.2M

Net assets (EOY)

$176.2M

How this plan invests

This plan

4 pooled trusts

Schedule D

511 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Total plan cost

100

Vendor stack

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Helping the score

Below-peer total fees (7 bps vs 10 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREEN BAY ELECTRICAL WORKERS.

Plan sponsor

Name

GREEN BAY ELECTRICAL WORKERS

EIN

39-0940777

Address

2970 GREENBRIER RD · GREEN BAY, WI · 54311

Phone

(920) 432-0158

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-04

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

CALIBRE CPA GROUP, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
REINHART BOERNER VAN DEUREN NORRIS	39-1126909	—	NONE	$56K	—
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	NONE	$36K	—
MARINER INSTITUTIONAL LLC	—	ORLANDO, FL	NONE	$24K	—

Investments

502 direct securities · 4 pooled funds· $61.2M(35% 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

$26.7M

2 holdings

Uncategorized

$24.8M

502 holdings

Pooled Separate Account

$9.6M

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
IBEW-NECA EQUITY INDEX FUND ASB CAPITAL MANAGEMENT LLC · EIN 31-1772714 / PN 003	Common Collective Trust	—	—	$17.3M	9.8%
IBEW-NECA STABLE VAL INV INVESCO NATIONAL TRUST COMPANY · EIN 93-6223188 / PN 001	Common Collective Trust	—	—	$9.4M	5.3%
MID CAP GROWTH/ ARTISAN PARTNERS FU EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 185	Pooled Separate Account	—	—	$7.1M	4.0%
INVESCO SHORT TERM BOND FUND	—	—	—	$4.5M	2.5%
METWEST CORE PLUS BOND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 826	Pooled Separate Account	—	—	$2.5M	1.4%
APPLE INC	—	—	$178K	$1.3M	0.7%
NVIDIA CORP	—	—	$38K	$1.1M	0.7%
MICROSOFT CORP	—	—	$179K	$1.1M	0.6%
JENNISON INTERMEDIATE FD	—	—	—	$954K	0.5%
AMAZON.COM INC	—	—	$152K	$715K	0.4%
LOOMIS SAYLES INTERMEDIATE FUND	—	—	—	$475K	0.3%
LOOMIS SAYLES CORE FIXED INCOME FUN	—	—	—	$474K	0.3%
PIMCO INTERMEDIATE FUND	—	—	—	$474K	0.3%
DODGE & COX CORE FIXED INCOME FUND	—	—	—	$473K	0.3%
META PLATFORMS INC	—	—	$76K	$444K	0.3%
TESLA INC	—	—	$232K	$393K	0.2%
ALPHABET INC-CL A	—	—	$66K	$385K	0.2%
BROADCOM INC	—	—	$55K	$377K	0.2%
ALPHABET INC-CL C	—	—	$51K	$315K	0.2%
BERKSHIRE HATH-B	—	—	$87K	$289K	0.2%
JPMORGAN CHASE & CO	—	—	$55K	$235K	0.1%
INVESCO SHORT TERM INVESTMENT FUND	—	—	—	$222K	0.1%
ELI LILLY & CO	—	—	$29K	$212K	0.1%
VISA INC-CLASS A SHARES	—	—	$46K	$190K	0.1%
EXXON MOBIL CORP	—	—	$95K	$165K	<0.1%
UNITEDHEALTH GROUP INC	—	—	$37K	$162K	<0.1%
MASTERCARD INC - A	—	—	$23K	$150K	<0.1%
COSTCO WHOLESALE CORP	—	—	$22K	$141K	<0.1%
PROCTER & GAMBLE CO/THE	—	—	$54K	$137K	<0.1%
WALMART INC	—	—	$39K	$137K	<0.1%
HOME DEPOT INC	—	—	$30K	$134K	<0.1%
NETFLIX INC	—	—	$17K	$133K	<0.1%
JOHNSON & JOHNSON	—	—	$69K	$121K	<0.1%
SALESFORCE INC	—	—	$34K	$111K	<0.1%
ABBVIE INC	—	—	$35K	$109K	<0.1%
BANK OF AMERICA CORP	—	—	$55K	$102K	<0.1%
ORACLE CORP	—	—	$19K	$93K	<0.1%
MERCK & CO. INC.	—	—	$50K	$88K	<0.1%
CHEVRON CORP	—	—	$51K	$84K	<0.1%
COCA-COLA CO/THE	—	—	$47K	$84K	<0.1%
CISCO SYSTEMS INC	—	—	$36K	$82K	<0.1%
WELLS FARGO & CO	—	—	$44K	$81K	<0.1%
ACCENTURE PLC-CL A	—	—	$24K	$77K	<0.1%
SERVICENOW INC	—	—	$23K	$76K	<0.1%
PEPSICO INC	—	—	$37K	$73K	<0.1%
MCDONALD'S CORP	—	—	$20K	$72K	<0.1%
IBM	—	—	$38K	$71K	<0.1%
WALT DISNEY CO/THE	—	—	$44K	$70K	<0.1%
LINDE PLC	—	—	$30K	$69K	<0.1%
THERMO FISHER	—	—	$19K	$69K	<0.1%
ABBOTT LABORATORIES	—	—	$26K	$68K	<0.1%
ADVANCED MICRO DEVICES	—	—	$18K	$68K	<0.1%
ADOBE INC	—	—	$16K	$68K	<0.1%
PHILIP MORRIS IN	—	—	$30K	$65K	<0.1%
INTUITIVE SURGICAL INC	—	—	$11K	$65K	<0.1%
GE AEROSPACE	—	—	$55K	$63K	<0.1%
GOLDMAN SACHS GROUP INC	—	—	$17K	$63K	<0.1%
INTUIT INC	—	—	$14K	$61K	<0.1%
CATERPILLAR INC	—	—	$13K	$61K	<0.1%
TEXAS INSTRUMENTS INC	—	—	$18K	$60K	<0.1%
QUALCOMM INC	—	—	$22K	$59K	<0.1%
VERIZON COMMUNIC	—	—	$66K	$59K	<0.1%
AMERICAN EXPRESS CO	—	—	$11K	$57K	<0.1%
BOOKING HOLDINGS INC	—	—	$8K	$57K	<0.1%
AT&T INC	—	—	$59K	$57K	<0.1%
S&P GLOBAL INC	—	—	$15K	$55K	<0.1%
MORGAN STANLEY	—	—	$18K	$54K	<0.1%
PALANTIR TECHN-A	—	—	$27K	$54K	<0.1%
RTX CORPORATION	—	—	$19K	$54K	<0.1%
PFIZER INC	—	—	$62K	$52K	<0.1%
BLACKROCK INC	—	—	$20K	$52K	<0.1%
DANAHER CORP	—	—	$16K	$51K	<0.1%
NEXTERA ENERGY INC	—	—	$21K	$51K	<0.1%
HONEYWELL INTL	—	—	$17K	$51K	<0.1%
COMCAST CORP-CLASS A	—	—	$27K	$50K	<0.1%
PROGRESSIVE CORP	—	—	$7K	$49K	<0.1%
AMGEN INC	—	—	$19K	$49K	<0.1%
LOWE'S COS INC	—	—	$10K	$49K	<0.1%
UNION PACIFIC CORP	—	—	$12K	$48K	<0.1%
TJX COMPANIES INC	—	—	$8K	$47K	<0.1%
APPLIED MATERIALS INC	—	—	$9K	$47K	<0.1%
CITIGROUP INC	—	—	$53K	$46K	<0.1%
BOEING CO/THE	—	—	$32K	$46K	<0.1%
BOSTON SCIENTIFIC CORP	—	—	$12K	$46K	<0.1%
EATON CORP PLC	—	—	$9K	$46K	<0.1%
CONOCOPHILLIPS	—	—	$24K	$45K	<0.1%
UBER TECHNOLOGIES INC	—	—	$45K	$44K	<0.1%
BLACKSTONE INC	—	—	$29K	$43K	<0.1%
STRYKER CORP	—	—	$13K	$43K	<0.1%
AUTOMATIC DATA PROCESSING	—	—	$10K	$42K	<0.1%
PALO ALTO NETWORKS INC	—	—	$29K	$41K	<0.1%
FISERV INC	—	—	$12K	$41K	<0.1%
GILEAD SCIENCES INC	—	—	$15K	$40K	<0.1%
BRISTOL-MYERS SQUIBB CO	—	—	$35K	$40K	<0.1%
ARISTA NETWORKS INC	—	—	$8K	$40K	<0.1%
SCHWAB (CHARLES) CORP	—	—	$16K	$39K	<0.1%
DEERE & CO	—	—	$8K	$38K	<0.1%
T-MOBILE US INC	—	—	$17K	$37K	<0.1%
ANALOG DEVICES INC	—	—	$13K	$37K	<0.1%
MARSH & MCLENNAN COS	—	—	$10K	$36K	<0.1%
VERTEX PHARM	—	—	$11K	$36K	<0.1%
CHUBB LTD	—	—	$13K	$36K	<0.1%
STARBUCKS CORP	—	—	$12K	$36K	<0.1%
LOCKHEED MARTIN CORP	—	—	$10K	$36K	<0.1%
MEDTRONIC PLC	—	—	$35K	$36K	<0.1%
KKR & CO INC	—	—	$26K	$35K	<0.1%
PROLOGIS INC	—	—	$21K	$34K	<0.1%
MICRON TECHNOLOGY INC	—	—	$11K	$32K	<0.1%
LAM RESEARCH CORP	—	—	$5K	$32K	<0.1%
UNITED PARCEL-B	—	—	$23K	$32K	<0.1%
EQUINIX INC	—	—	$14K	$32K	<0.1%
GE VERNOVA INC	—	—	$14K	$32K	<0.1%
SOUTHERN CO/THE	—	—	$17K	$31K	<0.1%
NIKE INC -CL B	—	—	$14K	$31K	<0.1%
ALTRIA GROUP INC	—	—	$16K	$31K	<0.1%
INTEL CORP	—	—	$44K	$30K	<0.1%
AMERICAN TOWER CORP	—	—	$17K	$30K	<0.1%
PAYPAL HOLDINGS INC	—	—	$15K	$30K	<0.1%
INTERCONTINENTAL	—	—	$12K	$30K	<0.1%
ELEVANCE HEALTH INC	—	—	$10K	$30K	<0.1%
KLA CORP	—	—	$4K	$29K	<0.1%
AMPHENOL CORP-CL A	—	—	$5K	$29K	<0.1%
CME GROUP INC	—	—	$14K	$29K	<0.1%
DUKE ENERGY CORP	—	—	$19K	$29K	<0.1%
TRANE TECHNOLOGIES PLC	—	—	$4K	$29K	<0.1%
CADENCE DESIGN SYS INC	—	—	$5K	$29K	<0.1%
CHIPOTLE MEXICAN	—	—	$6K	$29K	<0.1%
PARKER HANNIFIN CORP	—	—	$4K	$28K	<0.1%
MONDELEZ INTER-A	—	—	$12K	$28K	<0.1%
CROWDSTRIKE HO-A	—	—	$31K	$28K	<0.1%
SHERWIN-WILLIAMS CO/THE	—	—	$6K	$27K	<0.1%
AON PLC-CLASS A	—	—	$8K	$27K	<0.1%
MOTOROLA SOLUTIONS INC	—	—	$5K	$27K	<0.1%
THE CIGNA GROUP	—	—	$11K	$27K	<0.1%
PNC FINANCIAL SE	—	—	$13K	$27K	<0.1%
REGENERON PHARMACEUTICALS	—	—	$15K	$26K	<0.1%
US BANCORP	—	—	$17K	$26K	<0.1%
SYNOPSYS INC	—	—	$6K	$26K	<0.1%
WELLTOWER INC	—	—	$14K	$26K	<0.1%
COLGATE-PALMOLIVE CO	—	—	$13K	$26K	<0.1%
APOLLO GLOBAL MA	—	—	$27K	$26K	<0.1%
MOODY'S CORP	—	—	$4K	$26K	<0.1%
WASTE MANAGEMENT INC	—	—	$7K	$26K	<0.1%
ZOETIS INC	—	—	$9K	$26K	<0.1%
MCKESSON CORP	—	—	$4K	$25K	<0.1%
TRANSDIGM GROUP INC	—	—	$8K	$25K	<0.1%
ARTHUR J GALLAGHER & CO	—	—	$9K	$25K	<0.1%
EMERSON ELECTRIC CO	—	—	$9K	$25K	<0.1%
3M CO	—	—	$16K	$24K	<0.1%
CONSTELLATION ENERGY	—	—	$4K	$24K	<0.1%
EOG RESOURCES INC	—	—	$11K	$24K	<0.1%
O'REILLY AUTOMOTIVE INC	—	—	$3K	$24K	<0.1%
ILLINOIS TOOL WORKS	—	—	$7K	$24K	<0.1%
CAPITAL ONE FINA	—	—	$9K	$24K	<0.1%
GENERAL DYNAMICS CORP	—	—	$10K	$24K	<0.1%
WILLIAMS COS INC	—	—	$12K	$23K	<0.1%
BECTON DICKINSON AND CO	—	—	$14K	$23K	<0.1%
AIR PRODS & CHEM	—	—	$9K	$22K	<0.1%
MARRIOTT INTL-A	—	—	$5K	$22K	<0.1%
NORTHROP GRUMMAN CORP	—	—	$6K	$22K	<0.1%
AUTODESK INC	—	—	$5K	$22K	<0.1%
FEDEX CORP	—	—	$8K	$22K	<0.1%
CINTAS CORP	—	—	$4K	$22K	<0.1%
TARGET CORP	—	—	$10K	$22K	<0.1%
HILTON WORLDWIDE	—	—	$7K	$21K	<0.1%
FORTINET INC	—	—	$5K	$21K	<0.1%
ECOLAB INC	—	—	$7K	$21K	<0.1%
ONEOK INC	—	—	$10K	$20K	<0.1%
GENERAL MOTORS CO	—	—	$14K	$20K	<0.1%
TRUIST FINANCIAL CORP	—	—	$17K	$20K	<0.1%
ROYAL CARIBBEAN	—	—	$8K	$20K	<0.1%
CARRIER GLOBAL CORP	—	—	$5K	$20K	<0.1%
AIRBNB INC-CLASS A	—	—	$22K	$20K	<0.1%
CVS HEALTH CORP	—	—	$23K	$20K	<0.1%
BANK NY MELLON	—	—	$10K	$19K	<0.1%
ROPER TECHNOLOGIES INC	—	—	$6K	$19K	<0.1%
SEMPRA	—	—	$10K	$19K	<0.1%
DIGITAL REALTY TRUST INC	—	—	$13K	$19K	<0.1%
WORKDAY INC-CLASS A	—	—	$20K	$19K	<0.1%
HCA HEALTHCARE INC	—	—	$6K	$19K	<0.1%
FREEPORT-MCMORAN INC	—	—	$11K	$19K	<0.1%
TRAVELERS COS INC/THE	—	—	$6K	$19K	<0.1%
PACCAR INC	—	—	$5K	$19K	<0.1%
SCHLUMBERGER LTD	—	—	$24K	$19K	<0.1%
AUTOZONE INC	—	—	$3K	$19K	<0.1%
NORFOLK SOUTHERN CORP	—	—	$5K	$18K	<0.1%
KINDER MORGAN INC	—	—	$21K	$18K	<0.1%
NXP SEMICONDUCTORS NV	—	—	$18K	$18K	<0.1%
SIMON PROPERTY GROUP INC	—	—	$11K	$18K	<0.1%
JOHNSON CONTROLS	—	—	$9K	$18K	<0.1%
AFLAC INC	—	—	$4K	$18K	<0.1%
AMERIPRISE FINANCIAL INC	—	—	$2K	$18K	<0.1%
ALLSTATE CORP	—	—	$5K	$18K	<0.1%
COPART INC	—	—	$5K	$18K	<0.1%
ROSS STORES INC	—	—	$4K	$17K	<0.1%
AMERICAN ELECTRIC POWER	—	—	$10K	$17K	<0.1%
FAIR ISAAC CORP	—	—	$6K	$17K	<0.1%
CUMMINS INC	—	—	$4K	$17K	<0.1%
METLIFE INC	—	—	$8K	$17K	<0.1%
PUBLIC STORAGE	—	—	$8K	$16K	<0.1%