Trustees-IBEW 661 Retirement Plan's EIN is 48-0930235.
Download the official 2024 Form 5500 (PDF) for Trustees-IBEW 661 Retirement Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees-IBEW 661 Retirement Plan's plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | DES MOINES, IA | RECORDKEEPER | $88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA WEALTH, INC | 48-1233289 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KANSAS CHAPTER NECA | 48-0503980 | WICHITA, KS | CONTRACT ADMINISTRATOR | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORROW & CO LLC | 48-1142797 | WICHITA, KS | AUDITOR | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCAFEE & TAFT | 73-0781676 | OKLAHOMA CITY, OK | LEGAL | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FEE INSURANCE GROUP, INC | 48-0669990 | — | INSURANCE | $5K | — |
| PI | % 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 | Pooled Separate Accounts | — | — | $5.3M | 17.9% | |
| Vanguard Sm Cap Val Idx Adm Fd | Common Collective Trusts | — | — | $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 | Common Stocks | — | — | $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 | Mutual Funds | — | — | $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 | Common Stocks | — | — | $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 | Mutual Funds | — | — | $491K | 1.7% | |
| Principal U.S. Property SA-Z | Common Stocks | — | — | $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 | Common Stocks | — | — | $445K | 1.5% | |
| Prin Core Plus Bond Sep Acct-Z | Pooled Separate Accounts | — | — | $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 | Common Stocks | — | — | $357K | 1.2% | |
| Vanguard Equity-Inc Adm Fund | Mutual Funds | — | — | $285K | 1.0% | |
| Prin SAM Balanced Sep Acct-Z | Pooled Separate Accounts | — | — | $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 | Mutual Funds | — | — | $210K | 0.7% | |
| T Rowe Price Int US SC Gr Eq I | Mutual Funds | — | — | $206K | 0.7% | |
| JanusHenderson Entrprs N | Other securities | — | — | $118K | 0.4% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | — | $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 | Other securities | — | — | $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 | Common Collective Trusts | — | — | $4K | <0.1% |
