International Brotherhood Of Electrical Workers Local Union No. 99 Annuity Plan — Form 5500 plan (Ibew Local Union No. 99)
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, International Brotherhood Of Electrical Workers Local Union No. 99 Annuity Plan is a benefit plan reported by Ibew Local Union No. 99 under EIN 05-6049537 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,033 participants and $143,118,637 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local Union No. 99
- EIN
- 05-6049537
- Plan number
- 002
- Plan type
- 1
- Location
- Cranston, RI
- Latest filing year
- 2023
- Participants
- 1,033
- End-of-year plan assets
- $143,118,637
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,033 | H, C | 20240411071957NAL0000297584001 |
| 2023 | 879 | H, C | 20250915154610NAL0000800035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $178,673,516
- Total liabilities (EOY)
- $229,295
- Net assets (EOY)
- $178,444,221
- Net assets (BOY)
- $153,054,517
Income & contributions
- Employer contributions
- $6,715,068
- Participant contributions
- $1,504,830
- Total contributions
- $8,219,898
- Total income / additions
- $36,023,086
Expenses & distributions
- Benefits paid
- $10,071,989
- Administrative expenses
- $561,393
- Total expenses
- $10,633,382
- Net increase / (decrease)
- $25,389,704
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Massachusetts Mutual Life Ins. Co. | CONTRACT ADMINISTRATOR | $420,321 | $0 | 2023 |
| Ibew Local Union No 99 Annuity Plan | PLAN SPONSOR | $367,466 | not reported in the loaded dataset | 2023 |
| Ibew Local Union 99 | EMPLOYEE ORGANIZATION | $77,707 | not reported in the loaded dataset | 2023 |
| Ward Fisher & Company | AUDITOR | $76,750 | not reported in the loaded dataset | 2023 |
| Ward Fisher & Company Llp | NONE | $76,050 | not reported in the loaded dataset | 2023 |
| Ibew Local 99 | EMPLOYEE ORGANIZATION | $66,141 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $62,000 | not reported in the loaded dataset | 2023 |
| Alliance Bernstein | OTHER | $37,445 | not reported in the loaded dataset | 2023 |
| Rodio + Ursillo Ltd | NONE | $34,689 | not reported in the loaded dataset | 2023 |
| Dana Investment Advisors | OTHER | $31,761 | not reported in the loaded dataset | 2023 |
| Mesirow Financial Investment Mgmt | OTHER | $30,744 | not reported in the loaded dataset | 2023 |
| Rodio & Ursillo Ltd | OTHER | $22,404 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $16,696 | $0 | 2023 |
| Smith Graham | OTHER | $9,820 | not reported in the loaded dataset | 2023 |
| Vanguard | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Voya Funds | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| The Hartford | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| T. Rowe Price | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Pimco Funds | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Hartford Hls | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Eaton Vance | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Columbia | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Chevy Chase Trust | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| American Funds | INVESTMENT PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local Union No. 99
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Cranston, RI
- Massachusetts Mutual Life Ins. Co. — Schedule C compensation
- Ibew Local Union No 99 Annuity Plan — Schedule C compensation
- Ibew Local Union 99 — Schedule C compensation
- Ward Fisher & Company — Schedule C compensation
- Ward Fisher & Company Llp — Schedule C compensation
- Ibew Local 99 — Schedule C compensation
- The Segal Company — Schedule C compensation
- Alliance Bernstein — Schedule C compensation
- Rodio + Ursillo Ltd — Schedule C compensation
- Dana Investment Advisors — Schedule C compensation
- Mesirow Financial Investment Mgmt — Schedule C compensation
- Rodio & Ursillo Ltd — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Smith Graham — Schedule C compensation
- Vanguard — Schedule C compensation
- Voya Funds — Schedule C compensation
- The Hartford — Schedule C compensation
- T. Rowe Price — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Hartford Hls — Schedule C compensation
- Eaton Vance — Schedule C compensation
- Columbia — Schedule C compensation
- Chevy Chase Trust — Schedule C compensation
- American Funds — Schedule C compensation