2023 Form 5500 filing — Local No. 8 Ibew Retirement Plan & Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009100928NAL0009095987003) for Local No. 8 Ibew Retirement Plan & Trust, reported by Board Of Trustees Local No. 8 Ibew Retirement Plan & Trust under EIN 34-6596899 and plan number 001. It reports 2,826 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009100928NAL0009095987003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local No. 8 Ibew Retirement Plan & Trust
- EIN
- 34-6596899
- Plan number
- 001
- Location
- Rossford, OH
- Participants
- 2,826
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $614,238,825
- Total liabilities (EOY)
- $17,849,806
- Net assets (EOY)
- $596,389,019
- Employer contributions
- $18,169,682
- Participant contributions
- $5,106,709
- Total income / additions
- $94,214,760
- Benefits paid
- $29,865,234
- Administrative expenses
- $2,234,407
- Total expenses
- $32,099,641
- Net increase / (decrease)
- $62,115,119
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwo Electrical Admin. Inc. | TPA | $439,222 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT CONSULTANT | $311,744 | not reported in the loaded dataset |
| Metropolitan West Asset Management | INVESTMENT PROVIDER | $296,198 | $0 |
| Blackstone Investment Management | INVESTMENT PROVIDER | $284,218 | not reported in the loaded dataset |
| Columbia Management Investment Advi | INVESTMENT PROVIDER | $258,275 | $0 |
| New Tower Trust Company | INVESTMENT PROVIDER | $227,420 | $0 |
| Wedge Capital Management Llp | INVESTMENT PROVIDER | $202,971 | $0 |
| Empower Annuity Ins Co. Of America | RECORDKEEPER | $191,629 | $0 |
| Parametric Portfolio Associates | INVESTMENT PROVIDER | $161,354 | not reported in the loaded dataset |
| River Road Asset Management, LLC | INVESTMENT PROVIDER | $161,138 | $0 |
| Mspc Cpas & Advisors, P.C. | AUDITORS | $29,512 | not reported in the loaded dataset |
| Innovative Software Solutions, Inc | IT CONSULTANT | $21,611 | not reported in the loaded dataset |
| Segal Marco Advisors | ADVISOR | $9,375 | not reported in the loaded dataset |
| Shumaker, Loop & Kendrick, Llp | ATTORNEY | $7,828 | not reported in the loaded dataset |
| Massachusetts Mutual Life Ins. Co. | CONTRACT ADMINISTRATOR | $0 | $0 |
| Janus Henderson | INVESTMENT PROVIDER | $0 | $0 |
| American Funds | INVESTMENT PROVIDER | $0 | $0 |
| Blackrock | INVESTMENT PROVIDER | $0 | $0 |
| Chevy Chase Trust | INVESTMENT PROVIDER | $0 | $0 |
| Mfs Investment Management | INVESTMENT PROVIDER | $0 | $0 |
| Wcm Investment Management | INVESTMENT PROVIDER | $0 | $0 |
| Baird Funds | INVESTMENT PROVIDER | $0 | $0 |
| Wilmington Trust | INVESTMENT PROVIDER | $0 | $0 |
| Metropolitan West Asset Management | INVESTMENT PROVIDER | $0 | $0 |
| Pimco | INVESTMENT PROVIDER | $0 | $0 |
| Rbc Global Asset Management | INVESTMENT PROVIDER | $0 | $0 |
| Vanguard | INVESTMENT PROVIDER | $0 | $0 |