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  2. B OF T IBEW LOCAL NOS 570 & 518 AND SOUTHERN AZ CHAP NECA PENSION PLAN
Sponsor portfolio

B OF T IBEW LOCAL NOS 570 & 518 AND SOUTHERN AZ CHAP NECA PENSION PLAN

EIN 86-6089862-Construction-Latest filing 2024
Plans
2
Retirement
2
$161.4M assets
Welfare
0
Participants
2,999
2550 W UNION HILLS DR STE 290 - PHOENIX, AZ 850275198602-249-3582
Plans on this EIN
2 filings
#001TraditionalDB-$119.1M - 1,529 part#002MoneyPurchase-$42.3M - 1,470 part

Retirement portfolio analytics

2 plans aggregated / $161.4M assets / 2,999 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • CHAPT NECA PENSION (#001)74%
  • CHAP NECA ANNUITY (#002)26%
Total $161.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CHAPT NECA PENSION (#001)1,529
  • CHAP NECA ANNUITY (#002)1,470
Total 2,999Click 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 NOS 570 & 518 AND SOUTHERN AZ CHAPT NECA PENSION PLAN

TraditionalDB

Assets$119.1M
Participants1,529
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

IBEW LOCAL NOS 570 & 518 AND SOUTHERN AZ CHAP NECA ANNUITY

MoneyPurchase

Assets$42.3M
Participants1,470
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001IBEW LOCAL NOS 570 & 518 AND SOUTHERN AZ CHAPT NECA PENSION PLANTraditionalDB$119.1M1,5292024
002IBEW LOCAL NOS 570 & 518 AND SOUTHERN AZ CHAP NECA ANNUITYMoneyPurchase$42.3M1,4702024
Retirement plans
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