Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
B OF T IBEW LOCAL 640 & AZ CHAPTER NECA DB PENSION PLAN
EIN 86-0323980ConstructionLatest filing 2024
Plans
2
Retirement
2
$365.6M assets
Welfare
0
Participants
10,908
2001 W CAMELBACK RD STE B350 - PHOENIX, AZ 850157404602-248-8434
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $365.6M assets / 10,908 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
63%top
- (Not disclosed)63%
- PRINCIPAL LIFE INSURANCE COMPANY37%
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#001
IBEW LOCAL NO 640 & AZ CHAPTER NECA DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$228.6M
Participants4,507
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
IBEW LOCAL NO 640 & AZ CHAPTER NECA DEFINED CONTRIBUTION PLAN
ProfitSharing
Assets$137.0M
Participants6,401
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IBEW LOCAL NO 640 & AZ CHAPTER NECA DEFINED BENEFIT PENSION PLAN | TraditionalDB | $228.6M | 4,507 | 2024 | |
| 002 | IBEW LOCAL NO 640 & AZ CHAPTER NECA DEFINED CONTRIBUTION PLAN | ProfitSharing | $137.0M | 6,401 | 2024 |
Retirement plans