Original filing (PDF)20251013151509NAL0000754851003

BOARD OF TRUSTEES IBEW LOCAL NO 461 VARIABLE PENSION PLAN

Name: BOARD OF TRUSTEES IBEW LOCAL NO 461 VARIABLE PENSION PLAN — IBEW LOCAL NO 461 VARIABLE PENSION PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES IBEW LOCAL NO 461 VARIABLE PENSION PLAN

Form 5500

FILING_RECEIVED

IBEW LOCAL NO 461 VARIABLE PENSION PLAN

Defined-benefit pension plan

Signals · 4

33% in single holding~247 bps in Sched C feesNo recordkeeper disclosed6 service providers

Active participants

247

Accounts w/ balance

—

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.4M

How this plan invests

This plan

8 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES IBEW LOCAL NO 461 VARIABLE PENSION PLAN.

Plan sponsor

Name

BOARD OF TRUSTEES IBEW LOCAL NO 461 VARIABLE PENSION PLAN

EIN

88-2709599

Address

6525 CENTURION DRIVE · LANSING, MI · 48917

Phone

(517) 321-7502

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

2025-10-13

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

ERIC J. FERNANDEZ & CO.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
REINHART BOERNER VAN DEUREN S.C.	39-1126090	CHICAGO, IL	NONE	$49K	—
MILLIMAN	91-0675641	CHICAGO, IL	NONE	$36K	—
TIC INTERNATIONAL CORPORATION	13-2600875	LANSING, MI	NONE	$35K	—
ERIC J. FERNANDEZ & CO	36-3141842	WEST DUNDEE, IL	NONE	$20K	—
MEKETA INVESTMENT GROUP	04-2659023	CHICAGO, IL	NONE	$13K	—
PENSION BENEFIT GUARANTY CORP.

Investments

8 direct securities· $5.9M(90% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Carillon Reams Unconstrained Bond Mutual Fund	—	—	$2.0M	$2.0M	30.0%
Schwab Government Money Market Fund	—	—	$1.5M	$1.5M	23.4%
T. Rowe Price International Stock Mutual Fund	—	—	$809K	$771K	11.7%
INVSC S&P 500 EQUAL Exchange Traded Funds	—	—	$600K	$575K

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