Back to filter
Original filing (PDF)20251215190200NAL0000865299001
IBEW LOCAL UNION 354 AND INTERMOUN NECA RETIREMENT BENEFIT FUND
Form 5500
FILING_RECEIVED
IBEW LOCAL UNION 354 INTERMOUNTAIN CHAPTER NECA RETIREMENT BENEFIT FUND
Health & welfare plan
Signals · 2
~104 bps in Sched C fees6 service providers
Active participants
89
Accounts w/ balance
—
Plan assets (EOY)
$25.1M
Net assets (EOY)
$25.0M
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 104 bps in Schedule C fees — 258% above peer band of 29 bps.
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 IBEW LOCAL UNION 354 AND INTERMOUN NECA RETIREMENT BENEFIT FUND.
Plan sponsor
Name
IBEW LOCAL UNION 354 AND INTERMOUN NECA RETIREMENT BENEFIT FUND
EIN
87-0633646
Address
8311 W SUNSET RD STE 250 · LAS VEGAS, NV · 89113
Phone
(702) 415-2180
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-12-15
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
HAYNIE & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALTA CAPITAL MANAGEMENT | 77-0650218 | SALT LAKE CITY, UT | — | $118K | — |
| US BANK | 93-0826646 | PORTLAND, OR | — | $76K | — |
| HAYNIE & CO. | 87-0325228 | SALT LAKE CITY, UT | — | $27K | — |
| BENESYS ADMINISTRATORS | — | LAS VEGAS, NV | — | $21K | — |
| ROY & ASSOCIATES | 87-0429084 | SALT LAKE CITY, UT | — | $18K | — |
| BLAKE & UHLIG, P.A. | 48-0918231 | KANSAS CITY, KS | — | — | — |
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.