Original filing (PDF)20250918102640NAL0001227233003

TRUSTEES OF WISCONSIN NECA-IBEW

Name: TRUSTEES OF WISCONSIN NECA-IBEW — WISCONSIN NECA-IBEW RETIREMENT PLAN, Form 5500 (2024)
Creator: TRUSTEES OF WISCONSIN NECA-IBEW

Form 5500

FILING_RECEIVED

WISCONSIN NECA-IBEW RETIREMENT PLAN

401(k) retirement plan

Signals · 2

No recordkeeper disclosed6 service providers

Active participants

2,796

Accounts w/ balance

2,856

Plan assets (EOY)

$715.2M

Net assets (EOY)

$715.2M

How this plan invests

This plan

22 pooled trusts

Schedule D

527 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.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF WISCONSIN NECA-IBEW.

Plan sponsor

Name

TRUSTEES OF WISCONSIN NECA-IBEW

EIN

39-1571911

Address

2730 DAIRY DRIVE · SUITE 101 · MADISON, WI · 53718

Phone

(608) 276-9111

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

2025-09-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

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)

6 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	06-1050034	—	NONE	$113K	—
WEEBF	39-1651543	—	NONE	$94K	—
REINHART BOERNER VAN DEUREN S.C	39-1126909	—	NONE	$74K	—
CLIFTONLARSONALLEN LLP	41-0746749	—	NONE	$32K	—
MARINER INSTITUTIONAL LLC	—	ORLANDO, FL	NONE	$22K	—
ALLEN BATES TECHNOLOGIES, INC.	—	PITTSBURGH, PA	NONE	$5K	—

Investments

506 direct securities · 22 pooled funds· $583.5M(82% 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

$399.2M

13 holdings

Uncategorized

$111.8M

506 holdings

Pooled Separate Account

$72.4M

9 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083974 / PN 001	Common Collective Trust	—	—	$83.3M	11.6%
THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083978 / PN 001	Common Collective Trust	—	—	$73.3M	10.3%
IBEW-NECA EQUITY INDEX FUND ASB CAPITAL MANAGEMENT LLC · EIN 31-1772714 / PN 003	Common Collective Trust	—	—	$60.4M	8.4%
THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083970 / PN 001	Common Collective Trust	—	$40.2M	$42.8M	6.0%
MID CAP GROWTH / ARTISAN PARTNERS F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 185	Pooled Separate Account	—	—	$37.7M	5.3%
THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083982 / PN 001	Common Collective Trust	—	—	$33.7M	4.7%
IBEW-NECA STABLE VALUE TRUST ASB CAPITAL MANAGEMENT LLC · EIN 93-6223188 / PN 001	Common Collective Trust	—	—	$30.9M	4.3%
VFTC TARGET RET. INCOME MASTER TRUS	—	—	—	$19.5M	2.7%
THE VANGUARD TARGET RETIRE INCM TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083967 / PN 001	Common Collective Trust	—	—	$19.5M	2.7%
REAL ESTATE / COHEN & STEERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305	Pooled Separate Account	—	—	$18.4M	2.6%
INVESCO SHORT TERM BOND FUND	—	—	—	$14.6M	2.0%
THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799419 / PN 001	Common Collective Trust	—	—	$14.2M	2.0%
AFL-CIO HIT DVF FUND HAND BENEFITS AND TRSUT CO · EIN 74-2008758 / PN 184	Common Collective Trust	—	—	$11.6M	1.6%
JENSEN QUALITY GROWTH HAND BENEFITS AND TRSUT CO · EIN 74-2008758 / PN 204	Common Collective Trust	—	—	$9.9M	1.4%
POLEN CAPITAL MASTER COLLECTIVE TRU SEI TRUST COMPANY · EIN 81-2617494 / PN 094	Common Collective Trust	—	—	$9.9M	1.4%
MID CAP VALUE / ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440	Pooled Separate Account	—	—	$9.1M	1.3%
[DFE: PIMCO COLLECTIVE INVESTMENT TRUST (extraction pending)]	—	—	—	$5.6M	0.8%
PIMCO BAL RET INC COLL FO SEI TRUST COMPANY · EIN 27-0834899 / PN 035	Common Collective Trust	—	—	$5.6M	0.8%
APPLE INC	—	—	$621K	$4.6M	0.6%
CORE BOND ENHANCED INDEX / PGIM FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 036	Pooled Separate Account	—	—	$4.2M	0.6%
SUMMIT CREEK ADVISORS SMALL CAP COMERICA BANK AND TRUST · EIN 81-6974631 / PN 001	Common Collective Trust	—	—	$4.1M	0.6%
NVIDIA CORP	—	—	$131K	$4.0M	0.6%
MICROSOFT CORP	—	—	$624K	$3.8M	0.5%
JENNISON INTERMEDIATE FD	—	—	—	$3.1M	0.4%
AMAZON.COM INC	—	—	$530K	$2.5M	0.3%
LOOMIS SAYLES INTERMEDIATE FUND	—	—	—	$1.6M	0.2%
LOOMIS SAYLES CORE FIXED INCOME FUN	—	—	—	$1.6M	0.2%
PIMCO INTERMEDIATE FUND	—	—	—	$1.6M	0.2%
DODGE & COX CORE FIXED INCOME FUND	—	—	—	$1.6M	0.2%
META PLATFORMS INC	—	—	$266K	$1.5M	0.2%
[DFE: LIFETIME 40 FUND-INCOME FLEX - IF3 (extraction pending)]	—	—	—	$1.5M	0.2%
INCOMEFLEX SELECT BALANCED FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513	Pooled Separate Account	—	—	$1.5M	0.2%
TESLA INC	—	—	$811K	$1.4M	0.2%
ALPHABET INC-CL A	—	—	$230K	$1.3M	0.2%
BROADCOM INC	—	—	$193K	$1.3M	0.2%
ALPHABET INC-CL C	—	—	$179K	$1.1M	0.2%
DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697	Pooled Separate Account	—	—	$1.1M	0.1%
BERKSHIRE HATH-B	—	—	$303K	$1.0M	0.1%
JPMORGAN CHASE & CO	—	—	$193K	$819K	0.1%
ELI LILLY & CO	—	—	$101K	$738K	0.1%
INVESCO SHORT TERM INVESTMENT FUND	—	—	—	$729K	0.1%
VISA INC-CLASS A SHARES	—	—	$161K	$663K	<0.1%
EXXON MOBIL CORP	—	—	$332K	$574K	<0.1%
UNITEDHEALTH GROUP INC	—	—	$128K	$565K	<0.1%
MASTERCARD INC - A	—	—	$82K	$524K	<0.1%
COSTCO WHOLESALE CORP	—	—	$77K	$493K	<0.1%
PROCTER & GAMBLE CO/THE	—	—	$189K	$479K	<0.1%
WALMART INC	—	—	$135K	$476K	<0.1%
HOME DEPOT INC	—	—	$106K	$469K	<0.1%
NETFLIX INC	—	—	$60K	$462K	<0.1%
JOHNSON & JOHNSON	—	—	$239K	$423K	<0.1%
SALESFORCE INC	—	—	$119K	$388K	<0.1%
ABBVIE INC	—	—	$123K	$381K	<0.1%
BANK OF AMERICA CORP	—	—	$193K	$356K	<0.1%
[DFE: LIFETIME 60 FUND-INCOME FLEX - IF5 (extraction pending)]	—	—	—	$356K	<0.1%
INCOMEFLEX SELECT INCOME & EQUITY F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515	Pooled Separate Account	—	—	$356K	<0.1%
ORACLE CORP	—	—	$65K	$325K	<0.1%
MERCK & CO. INC.	—	—	$176K	$305K	<0.1%
CHEVRON CORP	—	—	$179K	$294K	<0.1%
COCA-COLA CO/THE	—	—	$163K	$293K	<0.1%
CISCO SYSTEMS INC	—	—	$124K	$286K	<0.1%
WELLS FARGO & CO	—	—	$155K	$284K	<0.1%
ACCENTURE PLC-CL A	—	—	$82K	$267K	<0.1%
SERVICENOW INC	—	—	$81K	$265K	<0.1%
PEPSICO INC	—	—	$127K	$253K	<0.1%
MCDONALD'S CORP	—	—	$70K	$252K	<0.1%
IBM	—	—	$133K	$247K	<0.1%
WALT DISNEY CO/THE	—	—	$152K	$245K	<0.1%
LINDE PLC	—	—	$104K	$242K	<0.1%
THERMO FISHER	—	—	$65K	$242K	<0.1%
ABBOTT LABORATORIES	—	—	$92K	$238K	<0.1%
ADVANCED MICRO DEVICES	—	—	$61K	$238K	<0.1%
ADOBE INC	—	—	$55K	$238K	<0.1%
PHILIP MORRIS IN	—	—	$105K	$227K	<0.1%
INTUITIVE SURGICAL INC	—	—	$39K	$226K	<0.1%
GE AEROSPACE	—	—	$190K	$219K	<0.1%
GOLDMAN SACHS GROUP INC	—	—	$59K	$218K	<0.1%
INTUIT INC	—	—	$49K	$214K	<0.1%
CATERPILLAR INC	—	—	$45K	$213K	<0.1%
TEXAS INSTRUMENTS INC	—	—	$61K	$208K	<0.1%
QUALCOMM INC	—	—	$75K	$207K	<0.1%
VERIZON COMMUNIC	—	—	$231K	$204K	<0.1%
AMERICAN EXPRESS CO	—	—	$40K	$200K	<0.1%
BOOKING HOLDINGS INC	—	—	$29K	$200K	<0.1%
AT&T INC	—	—	$205K	$198K	<0.1%
S&P GLOBAL INC	—	—	$51K	$192K	<0.1%
MORGAN STANLEY	—	—	$63K	$189K	<0.1%
PALANTIR TECHN-A	—	—	$94K	$188K	<0.1%
RTX CORPORATION	—	—	$67K	$187K	<0.1%
PFIZER INC	—	—	$216K	$182K	<0.1%
BLACKROCK INC	—	—	$70K	$181K	<0.1%
DANAHER CORP	—	—	$57K	$179K	<0.1%
NEXTERA ENERGY INC	—	—	$73K	$179K	<0.1%
HONEYWELL INTL	—	—	$58K	$178K	<0.1%
COMCAST CORP-CLASS A	—	—	$93K	$174K	<0.1%
PROGRESSIVE CORP	—	—	$26K	$170K	<0.1%
AMGEN INC	—	—	$67K	$170K	<0.1%
LOWE'S COS INC	—	—	$34K	$170K	<0.1%
UNION PACIFIC CORP	—	—	$42K	$168K	<0.1%
TJX COMPANIES INC	—	—	$27K	$165K	<0.1%
APPLIED MATERIALS INC	—	—	$32K	$163K	<0.1%
CITIGROUP INC	—	—	$184K	$162K	<0.1%
BOEING CO/THE	—	—	$113K	$161K	<0.1%
BOSTON SCIENTIFIC CORP	—	—	$40K	$160K	<0.1%
EATON CORP PLC	—	—	$32K	$159K	<0.1%
CONOCOPHILLIPS	—	—	$82K	$156K	<0.1%
UBER TECHNOLOGIES INC	—	—	$159K	$154K	<0.1%
BLACKSTONE INC	—	—	$100K	$151K	<0.1%
STRYKER CORP	—	—	$44K	$150K	<0.1%
AUTOMATIC DATA PROCESSING	—	—	$35K	$145K	<0.1%
PALO ALTO NETWORKS INC	—	—	$100K	$145K	<0.1%
FISERV INC	—	—	$43K	$142K	<0.1%
GILEAD SCIENCES INC	—	—	$52K	$140K	<0.1%
BRISTOL-MYERS SQUIBB CO	—	—	$121K	$139K	<0.1%
ARISTA NETWORKS INC	—	—	$28K	$139K	<0.1%
SCHWAB (CHARLES) CORP	—	—	$57K	$134K	<0.1%
DEERE & CO	—	—	$28K	$131K	<0.1%
T-MOBILE US INC	—	—	$59K	$131K	<0.1%
ANALOG DEVICES INC	—	—	$45K	$128K	<0.1%
MARSH & MCLENNAN COS	—	—	$36K	$127K	<0.1%
VERTEX PHARM	—	—	$39K	$126K	<0.1%
CHUBB LTD	—	—	$44K	$126K	<0.1%
STARBUCKS CORP	—	—	$41K	$126K	<0.1%
LOCKHEED MARTIN CORP	—	—	$37K	$124K	<0.1%
MEDTRONIC PLC	—	—	$124K	$124K	<0.1%
KKR & CO INC	—	—	$89K	$121K	<0.1%
PROLOGIS INC	—	—	$72K	$119K	<0.1%
MICRON TECHNOLOGY INC	—	—	$38K	$113K	<0.1%
LAM RESEARCH CORP	—	—	$17K	$113K	<0.1%
UNITED PARCEL-B	—	—	$82K	$112K	<0.1%
EQUINIX INC	—	—	$47K	$110K	<0.1%
GE VERNOVA INC	—	—	$49K	$110K	<0.1%
SOUTHERN CO/THE	—	—	$58K	$109K	<0.1%
NIKE INC -CL B	—	—	$50K	$109K	<0.1%
ALTRIA GROUP INC	—	—	$55K	$108K	<0.1%
INTEL CORP	—	—	$154K	$105K	<0.1%
AMERICAN TOWER CORP	—	—	$60K	$104K	<0.1%
PAYPAL HOLDINGS INC	—	—	$52K	$104K	<0.1%
INTERCONTINENTAL	—	—	$40K	$104K	<0.1%
ELEVANCE HEALTH INC	—	—	$34K	$104K	<0.1%
KLA CORP	—	—	$15K	$102K	<0.1%
AMPHENOL CORP-CL A	—	—	$17K	$102K	<0.1%
CME GROUP INC	—	—	$50K	$102K	<0.1%
DUKE ENERGY CORP	—	—	$65K	$101K	<0.1%
TRANE TECHNOLOGIES PLC	—	—	$13K	$101K	<0.1%
CADENCE DESIGN SYS INC	—	—	$18K	$100K	<0.1%
CHIPOTLE MEXICAN	—	—	$19K	$100K	<0.1%
PARKER HANNIFIN CORP	—	—	$14K	$99K	<0.1%
MONDELEZ INTER-A	—	—	$43K	$97K	<0.1%
CROWDSTRIKE HO-A	—	—	$107K	$97K	<0.1%
SHERWIN-WILLIAMS CO/THE	—	—	$20K	$96K	<0.1%
AON PLC-CLASS A	—	—	$27K	$94K	<0.1%
MOTOROLA SOLUTIONS INC	—	—	$18K	$94K	<0.1%
THE CIGNA GROUP	—	—	$37K	$93K	<0.1%
PNC FINANCIAL SE	—	—	$46K	$93K	<0.1%
REGENERON PHARMACEUTICALS	—	—	$52K	$91K	<0.1%
US BANCORP	—	—	$58K	$91K	<0.1%
SYNOPSYS INC	—	—	$20K	$91K	<0.1%
WELLTOWER INC	—	—	$50K	$90K	<0.1%
COLGATE-PALMOLIVE CO	—	—	$45K	$90K	<0.1%
APOLLO GLOBAL MA	—	—	$93K	$90K	<0.1%
MOODY'S CORP	—	—	$15K	$90K	<0.1%
WASTE MANAGEMENT INC	—	—	$23K	$89K	<0.1%
ZOETIS INC	—	—	$30K	$89K	<0.1%
MCKESSON CORP	—	—	$15K	$88K	<0.1%
TRANSDIGM GROUP INC	—	—	$27K	$86K	<0.1%
ARTHUR J GALLAGHER & CO	—	—	$32K	$86K	<0.1%
EMERSON ELECTRIC CO	—	—	$32K	$86K	<0.1%
3M CO	—	—	$54K	$85K	<0.1%
CONSTELLATION ENERGY	—	—	$15K	$85K	<0.1%
EOG RESOURCES INC	—	—	$37K	$84K	<0.1%
O'REILLY AUTOMOTIVE INC	—	—	$10K	$83K	<0.1%
ILLINOIS TOOL WORKS	—	—	$24K	$83K	<0.1%
CAPITAL ONE FINA	—	—	$31K	$83K	<0.1%
GENERAL DYNAMICS CORP	—	—	$37K	$83K	<0.1%
WILLIAMS COS INC	—	—	$43K	$80K	<0.1%
BECTON DICKINSON AND CO	—	—	$50K	$80K	<0.1%
AIR PRODS & CHEM	—	—	$30K	$78K	<0.1%
MARRIOTT INTL-A	—	—	$17K	$78K	<0.1%
NORTHROP GRUMMAN CORP	—	—	$20K	$78K	<0.1%
AUTODESK INC	—	—	$18K	$77K	<0.1%
FEDEX CORP	—	—	$29K	$77K	<0.1%
CINTAS CORP	—	—	$12K	$76K	<0.1%
TARGET CORP	—	—	$36K	$76K	<0.1%
HILTON WORLDWIDE	—	—	$23K	$73K	<0.1%
FORTINET INC	—	—	$16K	$73K	<0.1%
ECOLAB INC	—	—	$25K	$72K	<0.1%
ONEOK INC	—	—	$34K	$71K	<0.1%
GENERAL MOTORS CO	—	—	$50K	$71K	<0.1%
TRUIST FINANCIAL CORP	—	—	$58K	$70K	<0.1%
ROYAL CARIBBEAN	—	—	$27K	$69K	<0.1%
CARRIER GLOBAL CORP	—	—	$17K	$69K	<0.1%
AIRBNB INC-CLASS A	—	—	$75K	$69K	<0.1%
CVS HEALTH CORP	—	—	$80K	$69K	<0.1%
BANK NY MELLON	—	—	$36K	$68K	<0.1%
ROPER TECHNOLOGIES INC	—	—	$21K	$68K	<0.1%
SEMPRA	—	—	$33K	$67K	<0.1%
DIGITAL REALTY TRUST INC	—	—	$44K	$67K	<0.1%
WORKDAY INC-CLASS A	—	—	$71K	$67K	<0.1%
HCA HEALTHCARE INC	—	—	$21K	$66K	<0.1%

Showing top 200 of 528 investments by value.