Original filing (PDF)20251015164637NAL0005171297001

BD OF TEES OF NECA LU NO 313 IBEW PENSION PLAN

Name: BD OF TEES OF NECA LU NO 313 IBEW PENSION PLAN — NECA LOCAL UNION NO 313 IBEW PENSION PLAN, Form 5500 (2024)
Creator: BD OF TEES OF NECA LU NO 313 IBEW PENSION PLAN

Form 5500

FILING_RECEIVED

NECA LOCAL UNION NO 313 IBEW PENSION PLAN

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed12 service providers

Active participants

823

Accounts w/ balance

—

Plan assets (EOY)

$233.6M

Net assets (EOY)

$233.5M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BD OF TEES OF NECA LU NO 313 IBEW PENSION PLAN.

Plan sponsor

Name

BD OF TEES OF NECA LU NO 313 IBEW PENSION PLAN

EIN

51-6025969

Address

TWO GATEWAY CENTER, 603 STANWIX ST · SUITE 1500 · PITTSBURGH, PA · 152221452

Phone

(302) 762-2008

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

2025-10-15

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

WITHUM SMITH & BROWN, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

12 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
BOSTON PARTNERS	98-0202744	—	NONE	$450K	—
STACEY BRAUN ASSOCIATES INC	13-2889432	—	NONE	$339K	—
ASB CAPITAL MANAGEMENT, LLC	80-0618452	—	NONE	$99K	—
ZENITH	52-1590516	—	NONE	$98K	—
RBC WEALTH MGMT	23-2384840	—	NONE	$89K	—
SEGAL CONSULTING	13-1835864	—

Investments

1 pooled fund· $9.3M(4% 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.

Investment	Type	Current value	% of plan
ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST · EIN 52-6257033 / PN 006	Common Collective Trust	$9.3M	4.0%

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