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  2. TRUSTEES OF IBEW LOCAL 531 & NECA MONEY PURCHASE PENSION PLAN
Sponsor portfolio

TRUSTEES OF IBEW LOCAL 531 & NECA MONEY PURCHASE PENSION PLAN

EIN 35-6068417-Construction-Latest filing 2025
Plans
2
Retirement
2
$274.8M assets
Welfare
0
Participants
2,049
5420 W. SOUTHERN AVE, SUITE 407 - LAPORTE, IN 463505469312-649-1200
Plans on this EIN
2 filings
#001TraditionalDB-$137.7M - 1,141 part#002MoneyPurchase-$137.1M - 908 part

Retirement portfolio analytics

2 plans aggregated / $274.8M assets / 2,049 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • & NECA PENSION (#001)50%
  • MONEY PURCHASE PENSION (#002)50%
Total $274.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
50%top
  • L.M. HENDERSON & COMPANY, LLP50%
  • GREAT-WEST LIFE & ANNUITY INSURANCE50%
Total $274.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & NECA PENSION (#001)1,141
  • MONEY PURCHASE PENSION (#002)908
Total 2,049Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

IBEW LOCAL 531 & NECA PENSION PLAN

TraditionalDB

Assets$137.7M
Participants1,141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

IBEW LOCAL 531 & NECA MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$137.1M
Participants908
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001IBEW LOCAL 531 & NECA PENSION PLANTraditionalDB$137.7M1,1412025
002IBEW LOCAL 531 & NECA MONEY PURCHASE PENSION PLANMoneyPurchase$137.1M9082025
Retirement plans
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