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Original filing (PDF)20251015155229NAL0002699411001
I.B.E.W. BOARD OF TRUSTEES FOR LOCAL NO 357 PENSION TRUST
Form 5500
FILING_RECEIVED
I.B.E.W. LOCAL UNION NO 357 PENSION TRUST FUND, PLAN B
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
4,504
Accounts w/ balance
7,275
Plan assets (EOY)
$544.8M
Net assets (EOY)
$544.7M
How this plan invests
This plan
14 pooled trusts
Schedule D
24 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
- 7 bps in Schedule C fees — modestly above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for I.B.E.W. BOARD OF TRUSTEES FOR LOCAL NO 357 PENSION TRUST.
Plan sponsor
Name
I.B.E.W. BOARD OF TRUSTEES FOR LOCAL NO 357 PENSION TRUST
EIN
88-6023284
Address
8311 W SUNSET RD STE 250 · LAS VEGAS, NV · 891132209
Phone
(702) 415-2188
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
BERRY & CO., CPA'S LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC | 38-2383171 | — | NONE | $140K | — |
| BROWNSTEIN HYATT FARBER SCHRECK LLP | 26-1367865 | — | NONE | $79K | — |
| BERRY & CO., CPA'S LTD | 88-0400174 | — | NONE | $74K | — |
| MIDWEST INSTITUTIONAL TRUST CO. | 93-1799133 | — | NONE | $29K | — |
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | NONE | $23K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $23K | — |
| SMART SOURCE, LLC | 30-0830429 | — | NONE | $21K | — |
| NEPC, LLC | 26-1429809 | — | NONE | $19K | — |
Investments
11 direct securities · 14 pooled funds· $538.9M(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.
Common Collective Trust
$409.9M
14 holdings
Uncategorized
$122.8M
10 holdings
Mutual Funds
$6.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SMARTRETIREMENT PASSIVE BLEND 2035 JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | $43.8M | $60.5M | 11.1% | |
| SMARTRETIREMENT PASSIVE BLEND 2040 JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | $41.2M | $58.7M | 10.8% | |
| SMARTRETIREMENT PASSIVE BLEND 2030 JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | $41.4M | $55.3M | 10.2% | |
| IBEW-NECA STABLE VALUE TRUST INVESCO TRUST CO. · EIN 93-6223188 / PN 001 | Common Collective Trust | — | $46.3M | $49.4M | 9.1% | |
| T Rowe Price Blue Chip Growth | — | — | $40.2M | $49.3M | 9.1% | |
| SMARTRETIREMENT PASSIVE BLEND 2045 JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | $31.0M | $44.2M | 8.1% | |
| SMARTRETIREMENT PASSIVE BLEND 2050 JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | $22.9M | $31.7M | 5.8% | |
| SMARTRETIREMENT PASSIVE BLEND 2025 JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | $21.0M | $27.2M | 5.0% | |
| Vanguard Mid Cap Index Instl | — | — | $15.6M | $23.9M | 4.4% | |
| EQUITY INDEX FUND Q BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 94-3392410 / PN 001 | Common Collective Trust | — | $17.8M | $21.4M | 3.9% | |
| SMARTRETIREMENT PASSIVE BLEND 2020 JPMORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | $11.6M | $14.6M | 2.7% | |
| SMARTRETIREMENT PASSIVE BLEND INCME JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | $11.2M | $14.1M | 2.6% | |
| SMARTRETIREMENT PASSIVE BLEND 2055 JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | $10.4M | $13.5M | 2.5% | |
| Participant Loans | — | — | $13.3M | $13.3M | 2.4% | |
| Dodge & Cox Stock Fund | — | — | $11.0M | $12.7M | 2.3% | |
| SMARTRETIREMENT PASSIVE BLEND 2060 JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | $7.7M | $9.4M | 1.7% | |
| Dodge & Cox Income Fund | — | — | $9.5M | $8.9M | 1.6% | |
| WB SMALL CAP GROWTH COLLECT INV FND GLOBAL TRUST CO. · EIN 27-6331814 / PN 014 | Common Collective Trust | — | $5.3M | $7.8M | 1.4% | |
| American EuroPacific Growth R6 | Mutual Funds | — | $6.2M | $6.1M | 1.1% | |
| Royce Total Return Fund - Instl | — | — | $6.8M | $5.9M | 1.1% | |
| Vanguard Inflation Protection Secs - Admiral | — | — | $3.7M | $3.3M | 0.6% | |
| Common Collective Trusts Artisan Global Opportunities Trust | — | — | $1.8M | $2.3M | 0.4% | |
| ARTISAN MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | — | — | $2.3M | 0.4% | |
| DFA Emerging Markets Value Instl | — | — | $1.9M | $2.0M | 0.4% | |
| Cash Equivalents GS Fin Sq Gov #466 | — | — | $1.1M | $1.1M | 0.2% |