Trustees of Wisconsin NECA-IBEW's EIN is 39-1571911.
Download the official 2024 Form 5500 (PDF) for Trustees of Wisconsin NECA-IBEW from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees of Wisconsin NECA-IBEW's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | NONE | $113K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEEBF | 39-1651543 | — | NONE | $94K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $712.8M | 99.7% | |
| 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 | — | — | $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% | |
| 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% | |
| 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% | |
| PIMCO BAL RET INC COLL FO SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $5.6M | 0.8% | |
| 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% | |
| INCOMEFLEX SELECT BALANCED FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513 | Pooled Separate Account | — | — | $1.5M | 0.2% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $1.1M | 0.1% | |
| INCOMEFLEX SELECT INCOME & EQUITY F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515 | Pooled Separate Account | — | — | $356K | <0.1% | |
| SMALL CAP GROWTH EMERALD FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 540 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP VALUE KENNEDY CAPITAL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 257 | Pooled Separate Account | — | — | $0 | <0.1% |
| 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 | — |
