2023 Form 5500 filing — Electrical Workers Pension 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 20250815151933NAL0005921331001) for Electrical Workers Pension Plan Local 103 I.B.E.W., reported by Joint Board Of Trustees Electrical Workers Local 103 Ibew under EIN 04-6063734 and plan number 001. It reports 10,167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250815151933NAL0005921331001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Electrical Workers Local 103 Ibew
- EIN
- 04-6063734
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 10,167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,891,001,787
- Total liabilities (EOY)
- $88,818,731
- Net assets (EOY)
- $1,802,183,056
- Employer contributions
- $111,330,391
- Total income / additions
- $378,306,833
- Benefits paid
- $98,502,335
- Administrative expenses
- $11,611,782
- Total expenses
- $110,114,117
- Net increase / (decrease)
- $268,192,716
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| State Street Bank & Trust Co. | NONE | $924,169 | $0 |
| Ullico Investment Advisors Inc | NONE | $734,788 | not reported in the loaded dataset |
| Local 103, Ibew Health Benefit Plan | AFFILIATED FUND | $720,000 | not reported in the loaded dataset |
| Harding Loevner Lp | NONE | $713,049 | $0 |
| Earnest Partners LLC | NONE | $584,412 | not reported in the loaded dataset |
| River Road | NONE | $537,191 | not reported in the loaded dataset |
| Siguler Guff Sbof V | NONE | $519,054 | not reported in the loaded dataset |
| Westfield Capital Management | NONE | $470,700 | not reported in the loaded dataset |
| Robeco Investment Management | NONE | $405,500 | not reported in the loaded dataset |
| Indure Build-To-Core Fund, LLC | NONE | $404,951 | not reported in the loaded dataset |
| Riverbridge Partners | NONE | $386,146 | not reported in the loaded dataset |
| Schroder Invest Mngmt Na Inc | NONE | $344,188 | not reported in the loaded dataset |
| Pacific Investment Management Co. | NONE | $319,663 | not reported in the loaded dataset |
| Mesirow Private Equity | NONE | $312,380 | not reported in the loaded dataset |
| Congress Asset Management | NONE | $270,684 | not reported in the loaded dataset |
| Grosvenor Labor Impact Feeder Fund | NONE | $237,980 | $0 |
| New Tower Trust Company | NONE | $0 | $233,534 |
| Siguler Guff Sbof Iv | NONE | $222,123 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $217,153 | not reported in the loaded dataset |
| Income Research & Management | NONE | $214,933 | not reported in the loaded dataset |
| Union Labor Life Ins. Co. | NONE | $199,026 | $0 |
| Aqr Global Risk Premium Offshore Fu | NONE | $175,175 | not reported in the loaded dataset |
| Barings LLC | NONE | $158,856 | not reported in the loaded dataset |
| Bcp Spec. Opps. Offshore Feeder Iii | NONE | $156,988 | not reported in the loaded dataset |
| Loomis Sayles & Co | NONE | $155,891 | not reported in the loaded dataset |
| Cbiz Retirement Plan Services | NONE | $137,000 | not reported in the loaded dataset |
| Lindsay Goldberg V | NONE | $130,301 | not reported in the loaded dataset |
| Z Capital Special Situations Ii-A | NONE | $126,564 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $115,000 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $108,457 | not reported in the loaded dataset |
| Afl-Cio Housing Investment Trust | NONE | $94,959 | not reported in the loaded dataset |
| Z Capital Partners Iii-A | NONE | $88,203 | not reported in the loaded dataset |
| Siguler Guff Sbof Iii | NONE | $72,216 | not reported in the loaded dataset |
| Manzi & Associates L.L.C. | NONE | $61,697 | not reported in the loaded dataset |
| Tailwind Capital Partners Iii | NONE | $56,831 | not reported in the loaded dataset |
| Lexington Capital Partners Viii | NONE | $56,373 | not reported in the loaded dataset |
| Trivest Fund Vi, L.P. | NONE | $46,658 | not reported in the loaded dataset |
| Tenex Capital Partners Ii, L.P. | NONE | $42,498 | not reported in the loaded dataset |
| Levine Leichtman Capital Partner Vi | NONE | $39,708 | not reported in the loaded dataset |
| Sentinel Capital Partners, LLC | NONE | $36,817 | not reported in the loaded dataset |
| Trivest Growth Investment Fund Ii, | NONE | $31,802 | not reported in the loaded dataset |
| Krakow & Souris LLC | NONE | $15,167 | not reported in the loaded dataset |
| Kohlberg Te Investors Viii | NONE | $7,790 | not reported in the loaded dataset |
| Grosvenor Opportunistic Credit Fund | NONE | $0 | $0 |
| Bardin Hill Investment Partners Lp | NONE | $0 | $0 |
| Entrust Permal Partners Lp | NONE | $0 | $0 |