Electrical Workers Deferred Income Plan Local 103, I.B.E.W. — Form 5500 plan (Joint Board Of Trustees, Electrical)
Plain-English plan 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, Electrical Workers Deferred Income Plan Local 103, I.B.E.W. is a benefit plan reported by Joint Board Of Trustees, Electrical under EIN 04-2471895 and plan number 002. The latest loaded filing year is 2023. The filing reports 10,001 participants and $1,633,331,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees, Electrical
- EIN
- 04-2471895
- Plan number
- 002
- Plan type
- 1
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 10,001
- End-of-year plan assets
- $1,633,331,243
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,001 | H, C | 20250630153230NAL0029020690001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,633,331,243
- Total liabilities (EOY)
- $126,931
- Net assets (EOY)
- $1,633,204,312
- Net assets (BOY)
- $1,441,646,258
Income & contributions
- Employer contributions
- $67,959,583
- Total contributions
- $67,959,583
- Total income / additions
- $254,842,593
Expenses & distributions
- Benefits paid
- $62,429,055
- Administrative expenses
- $855,484
- Total expenses
- $63,284,539
- Net increase / (decrease)
- $191,558,054
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Local 103, Ibew Health Benefit Plan | AFFILIATED FUND | $486,000 | not reported in the loaded dataset | 2023 |
| New Tower Trust Company | NONE | $0 | $480,036 | 2023 |
| Asb Capital Mgmt | NONE | $360,003 | $0 | 2023 |
| National Real Estate Advisors LLC | NONE | $248,466 | $0 | 2023 |
| State Street Global Advisors | NONE | $54,552 | $0 | 2023 |
| Segal Marco Advisors | NONE | $42,000 | not reported in the loaded dataset | 2023 |
| Manzi & Associates L.L.C. | NONE | $38,625 | not reported in the loaded dataset | 2023 |
| Krakow, Souris & Landry | NONE | $9,718 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $8,500 | not reported in the loaded dataset | 2023 |
| Invesco National Trust Company | NONE | $0 | $0 | 2023 |
| Galliard Capital Management | NONE | $0 | $0 | 2023 |
| Chevy Chase Trust | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees, Electrical
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Local 103, Ibew Health Benefit Plan — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Asb Capital Mgmt — Schedule C compensation
- National Real Estate Advisors LLC — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Manzi & Associates L.L.C. — Schedule C compensation
- Krakow, Souris & Landry — Schedule C compensation
- The Segal Company — Schedule C compensation
- Invesco National Trust Company — Schedule C compensation
- Galliard Capital Management — Schedule C compensation
- Chevy Chase Trust — Schedule C compensation