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Original filing (PDF)20251007103106NAL0004628977001
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS
Form 5500
FILING_RECEIVED
IBEW EMPLOYEES' 401(K) PLAN
401(k) retirement plan
Signals · 2
44% in single holdingNo recordkeeper disclosed
Active participants
1,123
Accounts w/ balance
1,086
Plan assets (EOY)
$154.3M
Net assets (EOY)
$154.3M
How this plan invests
This plan
6 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
78
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Chevy Chase Trust Company" is 44% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS.
Plan sponsor
Name
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS
EIN
53-0088380
Address
900 7TH STREET, NW · WASHINGTON, DC · 200013886
Phone
(202) 728-6261
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | NONE | $59K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $43K | — |
Investments
10 direct securities · 6 pooled funds· $237.3M(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.
Uncategorized
$154.2M
10 holdings
Common Collective Trust
$67.2M
2 holdings
Pooled Separate Account
$15.9M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Chevy Chase Trust Company | — | — | — | $67.2M | 43.5% | |
| IBEW-NECA EQUITY INDEX FUND ASB CAPITAL MANAGEMENT LLC · EIN 31-1772714 / PN 003 | Common Collective Trust | — | — | $67.2M | 43.5% | |
| Empower Annuity Insurance Company | — | — | — | $25.5M | 16.6% | |
| BlackRock | — | — | — | $18.9M | 12.3% | |
| Harding Loever | — | — | — | $15.3M | 9.9% | |
| Empower Annuity Insurance Company | — | — | — | $11.8M | 7.7% | |
| CORE PLUS BOND PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $11.8M | 7.7% | |
| Dimensional Financial Advisors | — | — | — | $9.9M | 6.4% | |
| Empower Annuity Insurance Company | — | — | — | $4.0M | 2.6% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $4.0M | 2.6% | |
| Participants Loans | — | — | — | $1.6M | 1.0% | |
| Empower Annuity Insurance Company | — | — | — | $41K | <0.1% | |
| INCOMEFLEX SELECT BALANCED FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513 | Pooled Separate Account | — | — | $41K | <0.1% | |
| Empower Annuity Insurance Company | — | — | — | $128 | <0.1% | |
| INCOMEFLEX SELECT INCOME & EQUITY F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515 | Pooled Separate Account | — | — | $128 | <0.1% | |
| ULLICO J FOR JOBS COLLECTIVE INVEST HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 193 | Common Collective Trust | — | — | $0 | <0.1% |