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Neca-Ibew Local 584 Pension Plan

Pension Plan

on behalf of Neca-Ibew Local 584 Pension Plan C/O Tom Barnes


Oklahoma City, OK 73132
Phone: (405) 720-2220
Associated EIN: 736130146

Neca-Ibew Local 584 Pension Plan is a Pension Plan sponsored by Neca-Ibew Local 584 Pension Plan C/O Tom Barnes. It is located in Oklahoma City, OK.

Neca-Ibew Local 584 Pension Plan has a $16,020,000 portfolio that is mostly invested in Managed Accounts as of 2008-12-31. Its portfolio has $2,021,000 in annual income, the majority of which is from Contributions. Its expenses total $3,508,000 annually. Its largest expense is Capital Losses. Neca-Ibew Local 584 Pension Plan's portfolio liabilities total $78,000 and are mostly Short Term.

ContactRolePhone
John Harris. TrusteeSponsor(405) 720-2220
Tom BarnesAdministrator(405) 720-2220

Institutional Portfolio Assets (000):16,020
Managed Accounts7,763
Fixed Income-
Equities5,623
Loans & Leases-
Real Estate-
Other Investments2,083
Derivatives-
Cash551
Commodities-
Portfolio Liabilities (000):78
Short Term49
Long Term-
Other29
Portfolio Income (000):2,021
Other-
Loans & Leases-
Interest182
Contributions1,300
Dividends539
Capital Gains-
Portfolio Expenses (000):3,508
Other-
Capital Losses1,802
Fees243
Interest-
Distributions1,463
Qualified Client
Accredited Investor
Qualified Purchaser
Qualified Institutional Buyer
Allocation:96/0/4
Leverage ratio:1:159
Investment yield:4.5%
New capital yield:-9.28%
Tax status:tax-exempt
Notes
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Accurate as of: 2008-12-31. Some financial data represents an annualized extrapolation from periodic reporting.
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