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Original filing (PDF)20250414192509NAL0003923360001
BOARD OF TRUSTEES, IBEW LOCAL NO. 100 PENSION PLAN
Form 5500
FILING_RECEIVED
IBEW LOCAL NO. 100 PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed14 service providers
Active participants
975
Accounts w/ balance
0
Plan assets (EOY)
$185.4M
Net assets (EOY)
$184.9M
How this plan invests
This plan
5 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
- 53 bps in Schedule C fees — 429% 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, IBEW LOCAL NO. 100 PENSION PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES, IBEW LOCAL NO. 100 PENSION PLAN
EIN
94-6216336
Address
955 N ST · FRESNO, CA · 93721
Phone
(559) 225-3030
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VERUS | 91-1320111 | — | NONE | $278K | — |
| ASB CAPITAL MANAGEMENT | 80-0618452 | — | NONE | $144K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $120K | — |
| BENEFIT ADMINISTRATION CORPORATION | 94-1646941 | — | NONE | $116K | — |
| ULLICO INVESTMENT ADVISORS INC. | 52-6435649 | — | NONE | $98K | — |
| US BANK | 31-0841368 | — | NONE | $63K | — |
| THE UNION LABOR LIFE INSURANCE CO | 13-1423090 | — | NONE | $40K | — |
| MOSS LAW FIRM | 91-1882299 | — | NONE | $33K | — |
| VOYA INVESTMENT TRUST COMPANY | 06-1440627 | — | NONE | $29K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $25K | — |
| NEYHART, ANDERSON, FLYNN & GROSBOLL | 94-2576729 | — | NONE | $20K | — |
| HENRY CHIU, ESQ. | 82-4894967 | — | NONE | $10K | — |
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $5K | — |
| HORN INSURANCE SERVICES | 94-3249244 | — | NONE | $0 | — |
Investments
5 pooled funds· $56.1M(30% 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
$42.4M
3 holdings
Pooled Separate Account
$8.9M
1 holding
103-12 Investment Entity
$4.8M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| IBEW-NECA EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 31-1772714 / PN 003 | Common Collective Trust | $22.3M | 12.0% |
| ASB ALLEGIANCE REAL ESTATE COMPANY CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | $10.9M | 5.9% |
| GS COLLECTIVE TRUST EMERGING MARKET THE GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 023 | Common Collective Trust | $9.3M | 5.0% |
| ULLICO SEPARATE J ACCOUNT ULLICO · EIN 13-1423090 / PN 203 | Pooled Separate Account | $8.9M | 4.8% |
| ULLICO INFRASTRUCTURE TAX-EXEMPT FU ULLICO INVESTMENT ADVISOR, INC · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | $4.8M | 2.6% |