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Original filing (PDF)20250707113932NAL0003731313001
I.B.E.W LOCAL 1579 PENSION PLAN BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
I.B.E.W. LOCAL 1579 PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
684
Accounts w/ balance
—
Plan assets (EOY)
$216.5M
Net assets (EOY)
$216.5M
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)
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
- 23 bps in Schedule C fees — 128% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for I.B.E.W LOCAL 1579 PENSION PLAN BOARD OF TRUSTEES.
Plan sponsor
Name
I.B.E.W LOCAL 1579 PENSION PLAN BOARD OF TRUSTEES
EIN
58-1254974
Address
8657 BAYPINE ROAD, SUITE 200 · JACKSONVILLE, FL · 322568634
Phone
(800) 842-5899
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-07
Pension benefit codes
1B · Flat-dollar DB formula
1F · Section 414(k) arrangement
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | NONE | $151K | — |
| MARQUETTE ASSOCIATES INC | 36-3485298 | — | NONE | $110K | — |
| NEBA INC | 65-0498809 | — | NONE | $108K | — |
| HORIZON ACTUARIAL SERVICES LLC | — | ATLANTA, GA | NONE | $64K | — |
| COMERICA BANK | 42-1741646 | — | NONE | $24K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $23K | — |
| QUINN CONNOR WEAVER DAVIES | — | ATLANTA, GA | NONE | $13K | — |
Investments
1 pooled fund· $6.1M(3% 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 |
|---|---|---|---|
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | $6.1M | 2.8% |