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Original filing (PDF)20251015021511NAL0001873155018
JOINT BOARD OF TRUSTEES OF NECA IBEW LOCAL 1701 PEN. BEN. TRST FUN
Form 5500
FILING_RECEIVED
NECA-IBEW LOCAL UNION 1701 PENSION BENEFIT TRUST FUND
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
460
Accounts w/ balance
495
Plan assets (EOY)
$72.6M
Net assets (EOY)
$72.5M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOINT BOARD OF TRUSTEES OF NECA IBEW LOCAL 1701 PEN. BEN. TRST FUN.
Plan sponsor
Name
JOINT BOARD OF TRUSTEES OF NECA IBEW LOCAL 1701 PEN. BEN. TRST FUN
EIN
61-0459923
Address
6525 CENTURION DR. · LANSING, MI · 48917
Phone
(517) 321-7502
Industry
Finance & Insurancesee all
Plan administrator
Name
JOINT BOARD OF TRUSTEES OF NECA IBEW LOCAL 1701 PEN. BEN. TRST FUN
EIN
61-0459923
City
LANSING, MI
Phone
(517) 321-7502
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
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
FRANK N HESTAND CPA PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 04-1590850 | GREENWOOD VILLAGE, CO | NONE | $88K | — |
| TIC INTERNATIONAL GROUP | 13-2600875 | LANSING, MI | NONE | $33K | — |
| OLD NATIONAL WEALTH MANAGEMENT | 61-1274802 | EVANSVILLE, IN | NONE | $27K | — |
| LEDBETTER PARTNERS LLC | 03-0599899 | CINCINNATI, OH | NONE | $17K | — |
| FRANK N HESTAND CPA PSC | 61-1336870 | LEXINGTON, KY | NONE | $9K | — |
Investments
32 direct securities · 1 pooled fund· $72.0M(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.
Uncategorized
$64.8M
32 holdings
Common Collective Trust
$7.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth | — | — | — | $7.7M | 10.6% | |
| IBEW-NECA EQUITY INDEX FUND IBEW NECA 1701 UNITIZED FUND · EIN 31-1772714 / PN 003 | Common Collective Trust | — | — | $7.2M | 9.9% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $6.8M | 9.3% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $6.1M | 8.4% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $6.1M | 8.4% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $4.6M | 6.4% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $4.3M | 6.0% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $4.1M | 5.7% | |
| T Rowe Price Mid Cap Gwth Fd #64 | — | — | — | $3.9M | 5.4% | |
| SAGIC Diversified Bond II | — | — | — | $3.8M | 5.3% | |
| Clearbridge Large Cap Value Cl 1 Fund #3 | — | — | — | $1.7M | 2.4% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $1.7M | 2.3% | |
| Vanguard Mid Cap Index Fund | — | — | — | $1.6M | 2.3% | |
| Vanguard Federal MMF | — | — | — | $1.6M | 2.3% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.6M | 2.2% | |
| DFA International Value | — | — | — | $1.3M | 1.8% | |
| Vanguard Wellesley Inc Admiral Fd #527 | — | — | — | $1.2M | 1.7% | |
| Vanguard Wellington | — | — | — | $1.1M | 1.5% | |
| Vanguard Mid Cap Value Index Fund | — | — | — | $848K | 1.2% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $668K | 0.9% | |
| Vanguard Target Retirement Inc Fund | — | — | — | $605K | 0.8% | |
| Vanguard Small Cap Index Signal Fd | — | — | — | $556K | 0.8% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $532K | 0.7% | |
| DFA Emerging Markets | — | — | — | $481K | 0.7% | |
| Vanguard Inter Term Bd Index Fund | — | — | — | $462K | 0.6% | |
| Dodge & Cox Income Fund | — | — | — | $271K | 0.4% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $253K | 0.3% | |
| American Century Small Cap Growth | — | — | — | $229K | 0.3% | |
| Vanguard Infl-Protected Secs Fd | — | — | — | $170K | 0.2% | |
| Fidelity Small Cap Value | — | — | — | $167K | 0.2% | |
| Fidelity International Index | — | — | — | $103K | 0.1% | |
| Vanguard Short Term Bd Index | — | — | — | $4K | <0.1% | |
| MFS International Growth | — | — | — | $3K | <0.1% |