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Original filing (PDF)20260305092241NAL0002445091001
BOARD OF TRUSTEES OF ECA CHICAGO AND LOCAL UNION 134 IBEW PENSION PLAN
Form 5500
FILING_RECEIVED
ELECTRICAL CONTRACTORS ASSOC. OF THE CITY OF CHGO LOCAL UNION 134, IBEW JOINT PENSION TRUST OF CHGO PENSION PLAN #2
Defined-benefit pension plan
Signals · 3
100% in single holdingNo recordkeeper disclosed9 service providers
Active participants
7,099
Accounts w/ balance
—
Plan assets (EOY)
$2.7B
Net assets (EOY)
$2.7B
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: ELECTRICAL CONTRACTORS ASSOCIATION AND LOCAL UNION 134 IBEW JOINT PENSION TRUST OF CHICAGO (share>100%, pinned)]" is 100% of plan.
- 25 bps in Schedule C fees — 395% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF ECA CHICAGO AND LOCAL UNION 134 IBEW PENSION PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES OF ECA CHICAGO AND LOCAL UNION 134 IBEW PENSION PLAN
EIN
51-6030753
Address
6195 W 115TH STREET · ALSIP, IL · 60803
Phone
(312) 782-5442
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-05
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELECTRICAL INSURANCE TRUSTEES | 36-1033970 | — | COMMON TRUSTEES | $2.3M | — |
Other
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LSV ASSET MANAGEMENT | 23-2772200 | — | NONE | $1.5M | — |
| NATIONAL INVESTMENT SERVICES, INC | 84-3937993 | — | NONE | $761K | — |
| WELLINGTON TRUST CO | 04-2755549 | — | NONE | $693K | — |
| PACIFIC INVESTMENT MANAGEMENT CO. | 33-0629048 | — | NONE | $600K | — |
| NEUBERGER BERMAN | 02-0654486 | — | NONE | $429K | — |
| EARNEST PARTNERS, LLC | 58-2386669 | — | NONE | $372K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $24K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $0 | — |
Investments
1 pooled fund· $2.7B(99% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LOCAL 134 IBEW JOINT PENSION TRUST ELECTRICAL INSURANCE TRUSTEES · EIN 51-6030753 / PN 001 | Master Trust | — | — | $2.7B | 99.1% |