Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
IBEW LU # 654 PENSION FUND TRUSTEES
EIN 23-6538183constructionLatest filing 2024
Plans
3
Retirement
2
$308.8M assets
Welfare
1
Participants
2,312
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $308.8M assets / 1,463 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
51%top
- (Not disclosed)51%
- WELLS FARGO BANK, N.A.49%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN
MoneyPurchase
Assets$157.2M
Participants614
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
I.B.E.W. LOCAL UNION # 654 - DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$151.6M
Participants849
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001
I.B.E.W. LOCAL UNION # 654 - DEFINED BENEFIT PENSION PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN | MoneyPurchase | $157.2M | 614 | 2024 | |
| 001 | I.B.E.W. LOCAL UNION # 654 - DEFINED BENEFIT PENSION PLAN | TraditionalDB | $151.6M | 849 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | I.B.E.W. LOCAL UNION # 654 - DEFINED BENEFIT PENSION PLAN | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans