Original filing (PDF)20251015085310NAL0002045347001

BOARD OF TRUSTEES OF IBEW LOCAL 716 PENSION PLAN

Name: BOARD OF TRUSTEES OF IBEW LOCAL 716 PENSION PLAN — IBEW LOCAL 716 PENSION PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES OF IBEW LOCAL 716 PENSION PLAN

Form 5500

FILING_RECEIVED

IBEW LOCAL 716 PENSION PLAN

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed10 service providers

Active participants

2,163

Accounts w/ balance

—

Plan assets (EOY)

$220.9M

Net assets (EOY)

$220.8M

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)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF IBEW LOCAL 716 PENSION PLAN.

Plan sponsor

Name

BOARD OF TRUSTEES OF IBEW LOCAL 716 PENSION PLAN

EIN

74-6174676

Address

8441 GULF FREEWAY, SUITE 304 · HOUSTON, TX · 77017

Phone

(713) 643-9300

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

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

1B · Flat-dollar DB formula

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

EDWARDS AND LEATHERS, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

10 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENEFIT RESOURCES, INC.	74-0560942	HOUSTON, TX	NONE	$211K	—
HGK TRINITY	27-4114943	JERSEY CITY, NJ	NONE	$204K	—
ULLICO	—	SILVER SPRING, MD	NONE	$92K	—
LOOMIS	—	BOSTON, MA	NONE	$72K	—
VOYA	—	ATLANTA, GA	NONE	$69K	—
THE SEGAL CO	94-1503999	ATLANTA, GA	NONE

Investments

1 pooled fund· $7.6M(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
PRIN U.S. PROPERTY SA-PG12 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027	Pooled Separate Account	$7.6M	3.5%

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