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Original filing (PDF)20250310164513NAL0027455648001
NECA-IBEW LOCAL 480
Form 5500
FILING_RECEIVED
IBEW LOCAL 480 PENSION PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
516
Accounts w/ balance
1,091
Plan assets (EOY)
$111.8M
Net assets (EOY)
$111.6M
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
- 21 bps in Schedule C fees — 108% 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 NECA-IBEW LOCAL 480.
Plan sponsor
Name
NECA-IBEW LOCAL 480
EIN
64-6153349
Address
P.O. BOX 721119 · BYRAM, MS · 392721119
Phone
(601) 373-8434
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
NECA-IBEW LOCAL 480
EIN
64-6153349
City
BYRAM, MS
Phone
(601) 373-8434
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-10
Pension benefit codes
2C · Money purchase (other than target benefit)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
TANN, BROWN & RUSS CO., PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | GREENWOOD VILLAGE, CO | — | $76K | — |
| IBEW LOCAL 480 HEALTH & WELFARE PLA | 51-0204433 | BYRAM, MS | HEALTH AND WELFARE PLAN | $54K | — |
| USI CONSULTING GROUP, INC. | 06-1053228 | GLASTONBURY, CT | — | $36K | — |
| TANN, BROWN & RUSS CO., PLLC | 64-0647618 | JACKSON, MS | — | $35K | — |
| UNION INSURANCE GROUP | 36-4226088 | CHICAGO, IL | — | $12K | — |
| AMERICAN BENEFIT CORPORATION | 55-0672859 | ONA, WV | — | $10K | — |
| MAXEY WANN, PLLC | 64-0933626 | JACKSON, MS | — | $6K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | GREENWOOD VILLAGE, CO | — | $4K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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