International Brotherhood Of Electrical Workers Local Union No. 99 Retirement Plan — Form 5500 plan (Board Of Trustees Ibew Local Union No. 99 Retirement Plan)
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 Retirement Plan is a benefit plan reported by Board Of Trustees Ibew Local Union No. 99 Retirement Plan under EIN 05-6049538 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,456 participants and $101,364,834 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ibew Local Union No. 99 Retirement Plan
- EIN
- 05-6049538
- Plan number
- 001
- Plan type
- 1
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 1,456
- End-of-year plan assets
- $101,364,834
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,456 | H, C | 20250313150242NAL0021024529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $101,364,834
- Total liabilities (EOY)
- $274,481
- Net assets (EOY)
- $101,090,353
- Net assets (BOY)
- $88,715,906
Income & contributions
- Employer contributions
- $7,080,969
- Total contributions
- $7,080,969
- Total income / additions
- $18,110,247
Expenses & distributions
- Benefits paid
- $4,822,048
- Administrative expenses
- $913,752
- Total expenses
- $5,735,800
- Net increase / (decrease)
- $12,374,447
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bank Of America | NONE | $129,499 | $0 | 2023 |
| Segal | NONE | $97,227 | not reported in the loaded dataset | 2023 |
| Ward, Fisher And Company, Llp | NONE | $92,775 | not reported in the loaded dataset | 2023 |
| L.Porreca | EMPLOYEE | $67,708 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $48,500 | not reported in the loaded dataset | 2023 |
| Brandes Investment Partners LLC | NONE | $48,222 | not reported in the loaded dataset | 2023 |
| Bny Mellon Investment Adviser, Inc. | NONE | $46,154 | not reported in the loaded dataset | 2023 |
| Gosvenor Capital Management, L.P. | NONE | $43,572 | $0 | 2023 |
| Segal Marco Advisors | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Smith Graham & Co. Inv Advisors | NONE | $31,272 | $0 | 2023 |
| Rodio And Ursillo, Ltd | NONE | $29,034 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | NONE | $26,961 | $0 | 2023 |
| National Real Estate Advisors | NONE | $19,620 | $0 | 2023 |
| Mesirow Financial Private Equity | NONE | $14,833 | not reported in the loaded dataset | 2023 |
| D. Santos | EMPLOYEE | $11,895 | not reported in the loaded dataset | 2023 |
| S. Cox | EMPLOYEE | $11,865 | not reported in the loaded dataset | 2023 |
| Nb Alternatives Advisers, LLC | NONE | $10,200 | $0 | 2023 |
| The Union Labor Life Ins. Company | NONE | $8,800 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ibew Local Union No. 99 Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Bank Of America — Schedule C compensation
- Segal — Schedule C compensation
- Ward, Fisher And Company, Llp — Schedule C compensation
- L.Porreca — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Brandes Investment Partners LLC — Schedule C compensation
- Bny Mellon Investment Adviser, Inc. — Schedule C compensation
- Gosvenor Capital Management, L.P. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Smith Graham & Co. Inv Advisors — Schedule C compensation
- Rodio And Ursillo, Ltd — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- National Real Estate Advisors — Schedule C compensation
- Mesirow Financial Private Equity — Schedule C compensation
- D. Santos — Schedule C compensation
- S. Cox — Schedule C compensation
- Nb Alternatives Advisers, LLC — Schedule C compensation
- The Union Labor Life Ins. Company — Schedule C compensation