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Original filing (PDF)20251015171254NAL0005225809001
INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, INC.
Form 5500
FILING_RECEIVED
INTERNATIONAL FOUNDATION EMPLOYEES RETIREMENT PLAN
Defined-benefit pension plan
Signals · 3
25% in single holdingNo recordkeeper disclosed12 service providers
Active participants
126
Accounts w/ balance
—
Plan assets (EOY)
$51.6M
Net assets (EOY)
$51.6M
How this plan invests
This plan
8 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: NHIT LONG DURATION GOVERNMENT CREDIT TRUST (extraction pending)]" is 25% of plan.
- 40 bps in Schedule C fees — 147% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, INC..
Plan sponsor
Name
INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, INC.
EIN
39-1034021
Address
18700 W. BLUEMOUND ROAD · BROOKFIELD, WI · 53045
Phone
(262) 786-6700
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RVK INC | 93-0910652 | — | NONE | $57K | — |
| WELLINGTON TRUST | 04-2755549 | — | NONE | $23K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $22K | — |
| NEW TOWER TRUST COMPANY | 30-0872552 | — | NONE | $21K | — |
| NB ALTERNATIVES ADVISERS, LLC | 30-0536163 | — | NONE | $15K | — |
| IR&M LONG GOVT CREDIT FUND | 04-2955404 | — | NONE | $15K | — |
| LOOMIS SAYLES NHIT | 20-8080381 | — | NONE | $13K | — |
| MESIROW FINANCIAL FUND VIII | — | CHICAGO, IL | NONE | $12K | — |
| UNITED OF OMAHA LIFE INSURANCE CO | 47-0322111 | — | NONE | $9K | — |
| MILLIMAN U.S.A | 91-0675641 | — | NONE | $8K | — |
| STATE STREET GLOBAL ADVISOR TRUST C | 81-4017137 | — | NONE | $6K | — |
| MESIROW FINANCIAL FUND VI | — | CHICAGO, IL | NONE | $3K | — |
Investments
8 pooled funds· $39.5M(77% 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
$29.6M
7 holdings
103-12 Investment Entity
$9.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NHIT LONG DURATION GOVERNMENT CREDI LOOMIS SAYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 019 | Common Collective Trust | — | — | $10.0M | 19.3% | |
| IR&M LONG GOVERNMENT FUND/CREDIT FU IR&M LONG GOVERNMENT/CREDIT FUND LLC C/O INCOME RESEARCH & MANAGEMENT · EIN 27-4823991 / PN 001 | 103-12 Investment Entity | — | — | $9.9M | 19.3% | |
| STATE STREET S&P 500(R) FLAGSHIP STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 002 | Common Collective Trust | — | — | $7.3M | 14.2% | |
| WTC-CIF II INTERNATIONAL OPPORTUNIT WELLINGTON TRUST COMPANY, N.A. · EIN 04-6913417 / PN 110 | Common Collective Trust | — | — | $3.2M | 6.3% | |
| RELIANCE TRUST INSTITUTIONAL RETIRE RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011 | Common Collective Trust | — | — | $2.8M | 5.5% | |
| NEW TOWER TRUST COMPANY MULTI-EMPLO NEW TOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | — | $2.4M | 4.6% | |
| RUSSELL 2500 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 46-1431095 / PN 001 | Common Collective Trust | — | — | $2.2M | 4.2% | |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | — | — | $1.6M | 3.1% |