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Original filing (PDF)20250415222706NAL0004160337001
BOARD OF TRUSTEES, LOCAL 191 I.B.E.W. MONEY
Form 5500
FILING_RECEIVED
LOCAL 191 I.B.E.W. MONEY PURCHASE PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed16 service providers
Active participants
4,422
Accounts w/ balance
0
Plan assets (EOY)
$214.9M
Net assets (EOY)
$214.2M
How this plan invests
This plan
10 collective trusts
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)
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
- 52 bps in Schedule C fees — 421% 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 BOARD OF TRUSTEES, LOCAL 191 I.B.E.W. MONEY.
Plan sponsor
Name
BOARD OF TRUSTEES, LOCAL 191 I.B.E.W. MONEY
DBA
PURCHASE PLAN
EIN
91-1176302
Address
11724 NE 195TH ST STE 300 · BOTHELL, WA · 98011
Phone
(206) 257-3566
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsOther
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $237K | — |
| ULLICO INVESTMENT ADVISORS INC. | 52-6435649 | — | NONE | $173K | — |
| WASHINGTON CAPITAL MANAGEMENT, INC. | 91-1042342 | — | NONE | $160K | — |
| ALAN D. BILLER & ASSOCIATES, INC. | 94-2854958 | — | NONE | $90K | — |
| JP MORGAN CHASE BANK, N.A. | 13-4994650 | — | NONE | $88K | — |
| ARROWSTREET CAPITAL | 04-3472863 | — | NONE | $70K | — |
| LOOMIS SAYLES & COMPANY LP | 04-3200030 | — | NONE | $64K | — |
| THE BANK OF NEW YORK MELLON TRUST | 95-3571558 | — | NONE | $58K | — |
| BARLOW COUGHRAN MORALES & JOSEPHSON | 91-0889948 | — | NONE | $42K | — |
| NECA STAR UNION DATA SYSTEMS | 27-1619539 | — | NONE | $34K | — |
| WITHUM SMITH+BROWN | 22-2027092 | — | NONE | $31K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $21K | — |
| US BANK, N.A. | 31-0841368 | — | NONE | $19K | — |
| WELLS FARGO BANK, N.A. | — | SAN FRANCISCO, CA | NONE | $12K | — |
| ACCESS INFORMATION MANAGEMENT | 04-3408536 | — | NONE | $11K | — |
| BROWN & BROWN INSURANCE SERVICES,IN | 59-0691921 | — | NONE | $8K | — |
Investments
10 pooled funds· $154.2M(72% 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
$121.4M
7 holdings
103-12 Investment Entity
$32.9M
3 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| IBEW NECA EQUITY INDEX FUND IBEW NECA EQUITY INDEX FUND · EIN 31-1772714 / PN 003 | Common Collective Trust | $63.1M | 29.3% |
| WASHINGTON CAPITAL JMT WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | $21.6M | 10.1% |
| ARROWSTREET INTERNATIONAL EQUITY ARROWSTREET CAPITAL, LIMITED PARTNERSHIP · EIN 45-6500555 / PN 003 | Common Collective Trust | $14.6M | 6.8% |
| NEUBERGER BERMAN STRA.MULTI SEC FI NEUBERGER BERMAN TRUST COMPANY N.A. · EIN 20-4797982 / PN 006 | Common Collective Trust | $12.2M | 5.7% |
| ULLICO INFRASTRUCTURE TAX EXEMPT FU ULLICO INVESTMENT ADVISORS INC · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | $9.5M | 4.4% |
| WELLINGTON CTF II SMALL MID CAP WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 157 | Common Collective Trust | $9.1M | 4.2% |
| LOOMIS SAYLES SMALL/MID CAP GROWTH LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 016 | Common Collective Trust | $8.5M | 3.9% |
| JPMCB STRATEGIC PROPERTY FUND JPMORGAN CHASE BANK, NATIONAL ASSOCIATION · EIN 13-6038770 / PN 001 | Common Collective Trust | $7.5M | 3.5% |
| WILLIAM BLAIR INT'L LEADERS CIF GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 012 | Common Collective Trust | $6.4M | 3.0% |
| WACAP - O TRANSPORTATION INFRASTRUC WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 88-1496790 / PN 001 | 103-12 Investment Entity | $1.8M | 0.8% |