Filings through .
2 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$507K in admin expenses, $735 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 11 lines in all, holding $117M of the plan's $118M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Chevy Chase Ibew-Neca Equity Index Fund JPMorgan · Mutual fund Index | $51.4M | 43.8% |
| Baird Aggregate Bond Fund Baird · Mutual fund | $20.8M | 17.8% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $12.6M | 10.7% |
| Nomura Small Cap Core Fund Macquarie / Nomura · Mutual fund | $9.4M | 8.0% |
| Invesco Ibew-Neca Stable Value Fund Manager not matched · Insurance contract | $7.5M | 6.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.3M | 4.5% |
| American Strategic Value Realty Fund American Realty Advisors · Mutual fund | $3.7M | 3.2% |
| National Real Estate Advisor Manager not matched · Mutual fund | $3.4M | 2.9% |
| Interest Bearing Accounts Manager not matched · Other | $2.8M | 2.4% |
| Federate Govt Obligation Fund Manager not matched · Mutual fund | $286K | 0.2% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
1 more line in this lineup is on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 9 by compensation.
| Provider | Compensation |
|---|---|
THE MICHIGAN PENSION GROUP, INC.11+ years Filed as: MICHIGAN U.P. IBEW PENSION PLAN LLC Service code 10 · EIN 90-0532398 Accounting | $142,000 |
Service code 29 · EIN 59-1126909 Legal | $53,562 |
FIRST BANK & TRUST8 years Filed as: FIRST BANK Service code 19 · EIN 38-2641378 Securities Custodian | $47,378 |
MARINER WEALTH ADVISORS, LLC2 years Filed as: MARINER INSTITUTIONAL Service code 27 · EIN 59-3676225 Advisory (Plan) | $40,000 |
UNITED ACTUARIAL SERVICES11+ years Filed as: UNITED ACTUARIAL SERVCIES Service code 11 · EIN 35-2156428 Actuarial | $23,883 |
BENDA, GRACE, STULZ & COMPANY, P.C.11+ years Service code 10 · EIN 38-2284921 Accounting | $16,900 |
LEEINIT, LLC1 year Service code 49 190 OVERLOOK DRIVE · MARQUETTE, MI 49855 Other Services | $14,589 |
Filed as: LASALLE CONSULTING PARTNERS, INC Service code 49 200 W. MADISON ST, 950 · CHICAGO, IL 60606 Other Services | $10,500 |
ANDERSON, TACKMAN & COMPANY, PLC11+ years Service code 10 · EIN 38-1977929 Accounting | $9,498 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Paul Wedding, Asa, Ea, Maaa United Actuarial Services, Inc. Schedule MB | Schedule MB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025