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Original filing (PDF)20251230143019NAL0020062545001
BOARD OF TRUSTEES OF THE I.B.E.W. PACIFIC COAST PENSION FUND
Form 5500
FILING_RECEIVED
I.B.E.W. PACIFIC COAST PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed13 service providers
Active participants
905
Accounts w/ balance
—
Plan assets (EOY)
$295.5M
Net assets (EOY)
$295.3M
How this plan invests
This plan
6 pooled trusts
Schedule D
53 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 32 bps in Schedule C fees — 222% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF THE I.B.E.W. PACIFIC COAST PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE I.B.E.W. PACIFIC COAST PENSION FUND
EIN
94-6128032
Address
P.O. BOX 5433 · SPOKANE, WA · 992050433
Phone
(509) 534-0600
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-12-30
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| A.W. REHN & ASSOCIATES, INC. | 91-1008626 | — | NONE | $305K | — |
| MILLIMAN, INC | 91-0675641 | — | NONE | $189K | — |
| PANAGORA ASSET MANAGEMENT, INC. | 04-3063840 | — | NONE | $162K | — |
| VERSUS ADVISORY, INC. | 91-1320111 | — | NONE | $103K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $63K | — |
| TURNER STOEVE & GAGLIARDI, P.S. | 91-1282506 | — | NONE | $58K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE | $24K | — |
| ULLICO INVESTMENT ADVISORS, INC. | 52-6435649 | — | NONE | $21K | — |
| US BANK, NA | 31-0841368 | — | NONE | $21K | — |
| WASHINGTON TRUST BANK | — | SPOKANE, WA | NONE | $6K | — |
| IFM INVESTORS PTY LTD. | — | NEW YORK, NY | NONE | $0 | — |
| HAMILTON LANE PE FUND VIII, LP | 46-1885341 | — | NONE | $0 | — |
| J.B. NIBLEY INSURANCE, INC. | 93-0494041 | — | NONE | $0 | — |
Investments
48 direct securities · 6 pooled funds· $299.1M(100% 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.
Uncategorized
$159.8M
48 holdings
Common Collective Trust
$92.5M
5 holdings
103-12 Investment Entity
$46.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PANAGORA GRP TRUST RISK PARITY MULT PANAGORA ASSET MANAGEMENT INC · EIN 04-3183235 / PN 006 | 103-12 Investment Entity | — | $31.3M | $46.8M | 15.8% | |
| IBEW-NECA EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 31-1772714 / PN 003 | Common Collective Trust | — | $11.4M | $42.6M | 14.4% | |
| VANGUARD INTERNATIONAL STOCK INDEX FUND | — | — | $27.9M | $32.3M | 10.9% | |
| NEWTOWER TRUST CO. MULTI-ER TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | $4.0M | $28.4M | 9.6% | |
| IFM GLOBAL INFRASTRUCTURE (US) FUND LP | — | — | $5.4M | $20.2M | 6.8% | |
| LOOMIS SAYLES CORE DISC. ALPHA FUND LOOMIS SAYLES TRUST CO., LLC · EIN 84-6391546 / PN 015 | Common Collective Trust | — | $11.2M | $11.0M | 3.7% | |
| MACKAY SHIELD CORE PLUS BOND CIT | — | — | $9.0M | $10.5M | 3.5% | |
| MACKAY SHIELDS COLLECTIVE INV TRUST SEI TRUST COMPANY · EIN 47-1818241 / PN 076 | Common Collective Trust | — | — | $10.5M | 3.5% | |
| US TREASURY NOTE 5.000% 9/30/25 | — | — | $9.0M | $9.0M | 3.1% | |
| US TREASURY NOTE 4.250% 1/31/26 | — | — | $7.2M | $7.2M | 2.4% | |
| F N M A 2.125% 4/24/26 | — | — | $6.8M | $6.9M | 2.3% | |
| F N M A 1.875% 9/24/26 | — | — | $6.7M | $6.8M | 2.3% | |
| SCHRODER CAPITAL FOCUS III CAYMAN | — | — | $6.4M | $6.8M | 2.3% | |
| US TREASURY NOTE 0.500% 5/31/27 | — | — | $6.5M | $6.6M | 2.2% | |
| WHITE OAK PINNACLE FUND, L.P. | — | — | $759K | $5.9M | 2.0% | |
| FIRST AMERICAN TREASURY OBLIGATION FUND CL Z | — | — | $5.6M | $5.6M | 1.9% | |
| US TREASURY NOTE 3.875% 4/30/25 | — | — | $4.7M | $4.7M | 1.6% | |
| HAMILTON LANE PRIVATE EQUITY FUND VIII L.P. | — | — | $586K | $4.1M | 1.4% | |
| SCHRODER FOCUS II CAYMAN FUND LP | — | — | $1.5M | $4.1M | 1.4% | |
| US TREASURY NOTE 4.250% 5/31/25 | — | — | $2.7M | $2.7M | 0.9% | |
| US TREASURY NOTE 2.750% 6/30/25 | — | — | $2.7M | $2.7M | 0.9% | |
| US TREASURY NOTE 2.875% 7/31/25 | — | — | $2.7M | $2.7M | 0.9% | |
| US TREASURY NOTE 2.750% 8/31/25 | — | — | $2.7M | $2.7M | 0.9% | |
| F H L B DEB 4.000% 3/10/27 | — | — | $2.0M | $2.0M | 0.7% | |
| F H L M C M T N 4.625% 2/19/27 | — | — | $2.0M | $2.0M | 0.7% | |
| F H L B DEB 4.625% 2/19/27 | — | — | $2.0M | $2.0M | 0.7% | |
| SOLARWINDS CORP | — | — | $598K | $906K | 0.3% | |
| EXLSERVICE HOLDINGS INC | — | — | $512K | $821K | 0.3% | |
| CCC INTELLIGENT SOLUTIONS HID COM | — | — | $699K | $649K | 0.2% | |
| PAYCOR HCM INC | — | — | $381K | $612K | 0.2% | |
| I3 VERTICALS INC | — | — | $503K | $585K | 0.2% | |
| BLACKBAUD INC | — | — | $536K | $554K | 0.2% | |
| CROCS INC | — | — | $350K | $550K | 0.2% | |
| INFOMATICA | — | — | $618K | $520K | 0.2% | |
| WILLSCOT MOBIL MINI HLDG CORP | — | — | $673K | $519K | 0.2% | |
| FRANKLIN COVEY CO | — | — | $729K | $507K | 0.2% | |
| CLEAR SECURE INC COM CL A | — | — | $492K | $477K | 0.2% | |
| PRESTIGE BRANDS HLDGS INC | — | — | $378K | $475K | 0.2% | |
| SHARKNINJA INC | — | — | $256K | $473K | 0.2% | |
| WYNDAM HOTELS RESORTS INC | — | — | $382K | $468K | 0.2% | |
| MEDPACE HLDGS INC | — | — | $235K | $465K | 0.2% | |
| INTERNATIONAL MONEY EXPRESS | — | — | $707K | $426K | 0.1% | |
| BLACKLINE INC | — | — | $382K | $395K | 0.1% | |
| ONESPAWORLD HOLDINGS LTD | — | — | $386K | $384K | 0.1% | |
| NAPCO SEC TECHNOLOGIES INC COM | — | — | $378K | $366K | 0.1% | |
| GENTEX CORP | — | — | $433K | $351K | 0.1% | |
| VERINT SYSTEMS INC | — | — | $740K | $345K | 0.1% | |
| BRIGHTVIEW HOLDINGS INC | — | — | $312K | $317K | 0.1% | |
| HILLENBRAND INC | — | — | $530K | $305K | 0.1% | |
| DOUGLAS DYNAMICS INC | — | — | $361K | $283K | <0.1% | |
| SPS COMMERCE INC | — | — | $209K | $246K | <0.1% | |
| EUROPEAN WAX | — | — | $686K | $196K | <0.1% | |
| SHUTTERSTOCK INC | — | — | $526K | $177K | <0.1% | |
| LONGVIEW ULTRA CONST. LN INV FUND AMALGAMATED BANK · EIN 20-8434730 / PN 006 | Common Collective Trust | — | $17K | $5K | <0.1% |