# Neca-Ibew Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/neca-ibew-pension-trust-fund-516029903-001

> Neca-Ibew Pension Trust Fund&#39;s DB plan: 6,690 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Neca-Ibew Pension Trust Fund

- **Sponsor EIN:** 516029903

- **Sponsor Address:** 2120 HUBBARD AVE, DECATUR, IL, 625262871

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 6,690

- **Total Assets:** $1.6B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|6,690|$1.6B|$80.8M|$0|

| 2023|6,143|$1.5B|$71.3M|$0|

| 2022|5,763|$1.3B|$65.4M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ULLICO INVESTMENT ADVISORS, INC|Other Service Provider|$985,251|—|$985,251|

| IBEW NECA|Recordkeeper|$522,700|—|$522,700|

| UNION LABOR LIFE INSURANCE COMPANY|Recordkeeper|$353,429|—|$353,429|

| IFM INVESTORS PTY LTD|Other Service Provider|—|$272,228|$272,228|

| NATIONAL INVESTMENT SERVICES|Other Service Provider|$247,611|—|$247,611|

| ASB CAPITAL MANAGEMENT LLC|Other Service Provider|$247,540|—|$247,540|

| PARAMETRIC PORTFOLIO ASSOCIATES LLC|Other Service Provider|$245,364|—|$245,364|

| BRIDGEWAY BENEFIT TECHNOLOGIES LLC|Other Service Provider|$233,507|—|$233,507|

| KERBER, ECK & BRAECKEL LLP|Auditor|$124,744|—|$124,744|

| CHEVY CHASE TRUST COMPANY|Other Service Provider|$121,923|—|$121,923|

| MARQUETTE ASSOCIATES|Other Service Provider|$119,500|—|$119,500|

| LSV ASSET MANAGEMENT|Other Service Provider|$103,964|—|$103,964|

| UNITED ACTUARIAL SERVICES, INC|Other Service Provider|$98,969|—|$98,969|

| CAVANAGH OHARA|Other Service Provider|$78,722|—|$78,722|

| CRESCENT CAPITAL INCOME FUND B, LP|Other Service Provider|—|$64,275|$64,275|

| BLACKROCK INSTITUTIONAL TRUST CO|Other Service Provider|$39,016|—|$39,016|

| COMERICA BANK|Other Service Provider|$32,859|$3|$32,862|

| PNC BANK, NATIONAL ASSOCIATION|Other Service Provider|$25,316|—|$25,316|

| CLASSIC PRINTING COMPANY, INC|Other Service Provider|$22,941|—|$22,941|

| BUSEY BANK|Other Service Provider|$9,479|—|$9,479|

| CORELLIAN SOFTWARE INC|Other Service Provider|$8,888|—|$8,888|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UNION LABOR LIFE INSURANCE COMPANY](https://planprovider.pro/provider/the-vanguard-group-inc) — Recordkeeper

- [KERBER, ECK & BRAECKEL LLP](https://planprovider.pro/provider/kerber-eck-and-braeckel-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,958,229

- **Estimated Expense Ratio:** 0.249% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$4,864,610|$2,937,304|$522,700|$124,744|—|

| 2023|$4,552,839|$2,763,673|$495,143|$106,012|—|

| 2022|$3,910,816|$2,184,914|$502,949|—|$302,107|

## Similar Plans

- [Board Of Trustees Of Line Construction Benefit Fund](https://planprovider.pro/companies/board-of-trustees-of-line-construction-benefit-fund-366066988-501) — 65,981 participants

- [Board Of Trustees Of Eca Chicago And Local Union 134 Ibew Pension Plan](https://planprovider.pro/companies/board-of-trustees-of-eca-chicago-and-local-union-134-ibew-pension-plan-516030753-005) — 25,412 participants

- [Ibew Local 176 Supplemental Unemployment Benefit Fund](https://planprovider.pro/companies/ibew-local-176-supplemental-unemployment-benefit-fund-363936888-501) — 8,400 participants

- [Board Of Trustees Of Eit Insurance Fund For Electrical Contractors](https://planprovider.pro/companies/board-of-trustees-of-eit-insurance-fund-for-electrical-contractors-361033970-501) — 7,141 participants

- [Board Of Trustees Of Eca Chicago And Local Union 134 Ibew Pension Plan](https://planprovider.pro/companies/board-of-trustees-of-eca-chicago-and-local-union-134-ibew-pension-plan-516030753-002) — 7,099 participants

- [Board Of Trustees Of Eit Supplemental Unemployment Benefit Plan](https://planprovider.pro/companies/board-of-trustees-of-eit-supplemental-unemployment-benefit-plan-361033970-507) — 6,679 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/neca-ibew-pension-trust-fund-516029903-001)

&copy; 2026 PlanProvider.Pro
