B of T IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan pension plans

B of T IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan, Phoenix, AZ. EIN 86-0323980. Annual reports 2009–2024. Also filed as IBEW Local No 640 Az Chapter NECA Pension Trust Fund; IBEW Local No 640; B of T I.B.E.W. Local No. 640 & Az Chapter NECA Pension Trust Fund; IBEW Local No 640 and Az Chapter NECA Pension Trust.

B of T IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan has 2 active retirement plans on file. The largest is the IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan, with 6,401 participants and $137 million in assets in 2024. Principal has been its recordkeeper since 2022.

Active plans: 2
Participants: 10,908
Plan assets: $365 million
401(k) recordkeeper: Principal
Plans on file: 2
Industry: Construction

All 2 plans

Active plans first

IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan

Money purchase pensionActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 86-0323980
Participants (2024): 6,401
Net assets (2024): $137 million
Recordkeeper: PrincipalEarlier: Principle Financial Group (2021), NECA Star (2012–2013)
Plan administrator: B of T IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan
2001 W Camelback RD Ste B350
Phoenix, AZ 85015
(602) 248-8434As filed for 2024
In effect since: November 3, 1981

Earlier sponsors: IBEW Local No 640 Az Chapter NECA Pension Trust Fund (2009–2010); IBEW Local No 640 (2011–2019).

Earlier plan names: IBEW Local No 640 & Az Chapter NECA Defined Contribution Retirement Plan; IBEW Local No. 640 & Az Chapter NECA Defined Contribution Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,401	$137 million	Principal
2023	5,857	$119 million	Principal
2022	3,942	$100 million	Principal
2021	3,763	$117 million	Principle Financial Group
2020	3,948	$104 million	not listed
2019	3,692	$94.3 million	not listed
2018	3,214	$77.3 million	not listed
2017	3,052	$79.7 million	not listed
2016	2,939	$69.5 million	not listed
2015	2,934	$67.3 million	not listed
2014	3,029	$68.4 million	not listed
2013	3,061	$65.3 million	NECA Star
2012	3,075	$59.4 million	NECA Star
2011	3,157	$55.2 million	not listed
2010	3,228	$55.9 million	not listed
2009	3,210	$51.2 million	not listed

IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan

Pension (defined benefit)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 86-0323980
Participants (2024): 4,507
Net assets (2024): $228 million
Plan administrator: B of T IBEW Local 640 & Az Chapter NECA DB Pension Plan
2001 W Camelback RD Ste B350
Phoenix, AZ 85015
(602) 248-8434As filed for 2024
In effect since: December 20, 1970

Earlier sponsors: B of T I.B.E.W. Local No. 640 & Az Chapter NECA Pension Trust Fund (2009); IBEW Local No 640 and Az Chapter NECA Pension Trust (2010); IBEW Local No 640 (2011–2019); B of T IBEW Local No 640 & Az Chapter NECA DB Pension Plan (2020).

Earlier plan names: IBEW Local No. 640 and Az Chapter NECA Defined Benefit Pension Plan; IBEW Local No. 640 & Arizona Chapter NECA Defined Benefit Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,507	$228 million	not listed
2023	3,829	$200 million	not listed
2022	3,504	$173 million	not listed
2021	3,501	$196 million	not listed
2020	3,394	$176 million	not listed
2019	3,062	$158 million	not listed
2018	2,910	$135 million	not listed
2017	2,811	$140 million	not listed
2016	2,738	$127 million	not listed
2015	2,873	$128 million	not listed
2014	2,852	$131 million	not listed
2013	2,893	$129 million	not listed
2012	2,796	$115 million	not listed
2011	2,748	$108 million	not listed
2010	2,739	$113 million	not listed
2009	2,928	$105 million	not listed

If you had money in one of these plans

Call Principal (principal.com), which runs the IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((602) 248-8434). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan

IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan

If you had money in one of these plans

What these numbers are

Other construction employers in AZ