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Original filing (PDF)20251009080008NAL0003409251002
TRUSTEES-IBEW 661 RETIREMENT PLAN
Form 5500
FILING_RECEIVED
LOCAL NO. 661 RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
6 service providers
Active participants
238
Accounts w/ balance
266
Plan assets (EOY)
$29.6M
Net assets (EOY)
$29.5M
How this plan invests
This plan
19 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 78% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES-IBEW 661 RETIREMENT PLAN.
Plan sponsor
Name
TRUSTEES-IBEW 661 RETIREMENT PLAN
EIN
48-0930235
Address
200 W 2ND AVE · HUTCHINSON, KS · 67501
Phone
(620) 663-3431
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Name
TRUSTEES-IBEW 661 RETIREMENT PLAN
EIN
48-0503980
City
WICHITA, KS
Phone
(316) 265-7067
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
MORROW & CO LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | DES MOINES, IA | RECORDKEEPER | $88K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA WEALTH, INC | 48-1233289 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KANSAS CHAPTER NECA | 48-0503980 | WICHITA, KS | CONTRACT ADMINISTRATOR | $33K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORROW & CO LLC | 48-1142797 | WICHITA, KS | AUDITOR | $18K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCAFEE & TAFT | 73-0781676 | OKLAHOMA CITY, OK | LEGAL | $9K | — |
Insurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FEE INSURANCE GROUP, INC | 48-0669990 | — | INSURANCE | $5K | — |
Investments
18 direct securities · 19 pooled funds· $41.5M(100% 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.
Pooled Separate Account
$22.3M
18 holdings
Uncategorized
$15.2M
18 holdings
Common Collective Trust
$4.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $5.8M | 19.5% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $5.3M | 17.9% | |
| Prin LifeTime 2020 Sep Acct-Z | — | — | — | $5.3M | 17.9% | |
| Vanguard Sm Cap Val Idx Adm Fd | — | — | — | $4.0M | 13.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $4.0M | 13.5% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $2.3M | 7.7% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.8M | 6.1% | |
| PRINL LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $1.0M | 3.5% | |
| Prin Diversified Intl SA-Z | — | — | — | $982K | 3.3% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $982K | 3.3% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $968K | 3.3% | |
| FIDELITY INTERNATIONAL SMCP FD | — | — | — | $892K | 3.0% | |
| PRIN SAM CONS GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $802K | 2.7% | |
| PRIN SAM STRAT GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $734K | 2.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $727K | 2.5% | |
| Prin SAM Cons Balanced SA-Z | — | — | — | $727K | 2.5% | |
| PRINCIPAL US PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $651K | 2.2% | |
| American Funds NewWorld R6 | — | — | — | $491K | 1.7% | |
| Principal U.S. Property SA-Z | — | — | — | $477K | 1.6% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $445K | 1.5% | |
| Prin Fin Grp, Inc. Stock SA-R6 | — | — | — | $445K | 1.5% | |
| Prin Core Plus Bond Sep Acct-Z | — | — | — | $404K | 1.4% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $357K | 1.2% | |
| Prin SmCap S&P 600 Index SA-Z | — | — | — | $357K | 1.2% | |
| Vanguard Equity-Inc Adm Fund | — | — | — | $285K | 1.0% | |
| Prin SAM Balanced Sep Acct-Z | — | — | — | $213K | 0.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $213K | 0.7% | |
| Fidelity Blue Chip Grth K6 Fd | — | — | — | $210K | 0.7% | |
| T Rowe Price Int US SC Gr Eq I | — | — | — | $206K | 0.7% | |
| JanusHenderson Entrprs N | — | — | — | $118K | 0.4% | |
| Prin LgCp S&P 500 Index SA-Z | — | — | — | $104K | 0.4% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $104K | 0.4% | |
| PRIN SAM BALANCED SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $53K | 0.2% | |
| Allspring Spec M Cap Value R6 | — | — | — | $8K | <0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $8K | <0.1% | |
| PRIN SAM CONS BALANCED SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $4K | <0.1% | |
| Prin MidCap S&P 400 Idx SA-Z | — | — | — | $4K | <0.1% |
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