2023 Form 5500 filing — Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
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 20250630153230NAL0029020690001) for Electrical Workers Deferred Income Plan Local 103, I.B.E.W., reported by Joint Board Of Trustees, Electrical under EIN 04-2471895 and plan number 002. It reports 10,001 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250630153230NAL0029020690001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees, Electrical
- EIN
- 04-2471895
- Plan number
- 002
- Location
- Boston, MA
- Participants
- 10,001
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,633,331,243
- Total liabilities (EOY)
- $126,931
- Net assets (EOY)
- $1,633,204,312
- Employer contributions
- $67,959,583
- Total income / additions
- $254,842,593
- Benefits paid
- $62,429,055
- Administrative expenses
- $855,484
- Total expenses
- $63,284,539
- Net increase / (decrease)
- $191,558,054
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Local 103, Ibew Health Benefit Plan | AFFILIATED FUND | $486,000 | not reported in the loaded dataset |
| New Tower Trust Company | NONE | $0 | $480,036 |
| Asb Capital Mgmt | NONE | $360,003 | $0 |
| National Real Estate Advisors LLC | NONE | $248,466 | $0 |
| State Street Global Advisors | NONE | $54,552 | $0 |
| Segal Marco Advisors | NONE | $42,000 | not reported in the loaded dataset |
| Manzi & Associates L.L.C. | NONE | $38,625 | not reported in the loaded dataset |
| Krakow, Souris & Landry | NONE | $9,718 | not reported in the loaded dataset |
| The Segal Company | NONE | $8,500 | not reported in the loaded dataset |
| Invesco National Trust Company | NONE | $0 | $0 |
| Galliard Capital Management | NONE | $0 | $0 |
| Chevy Chase Trust | NONE | $0 | $0 |