Local No. 8 Ibew Retirement Plan & Trust — Form 5500 plan (Board Of Trustees Local No. 8 Ibew Retirement Plan & Trust)
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, Local No. 8 Ibew Retirement Plan & Trust is a benefit plan reported by Board Of Trustees Local No. 8 Ibew Retirement Plan & Trust under EIN 34-6596899 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,826 participants and $614,238,825 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local No. 8 Ibew Retirement Plan & Trust
- EIN
- 34-6596899
- Plan number
- 001
- Plan type
- 1
- Location
- Rossford, OH
- Latest filing year
- 2023
- Participants
- 2,826
- End-of-year plan assets
- $614,238,825
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,826 | H, C | 20241009100928NAL0009095987003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $614,238,825
- Total liabilities (EOY)
- $17,849,806
- Net assets (EOY)
- $596,389,019
- Net assets (BOY)
- $534,273,900
Income & contributions
- Employer contributions
- $18,169,682
- Participant contributions
- $5,106,709
- Total contributions
- $23,276,391
- Total income / additions
- $94,214,760
Expenses & distributions
- Benefits paid
- $29,865,234
- Administrative expenses
- $2,234,407
- Total expenses
- $32,099,641
- Net increase / (decrease)
- $62,115,119
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nwo Electrical Admin. Inc. | TPA | $439,222 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT CONSULTANT | $311,744 | not reported in the loaded dataset | 2023 |
| Metropolitan West Asset Management | INVESTMENT PROVIDER | $296,198 | $0 | 2023 |
| Blackstone Investment Management | INVESTMENT PROVIDER | $284,218 | not reported in the loaded dataset | 2023 |
| Columbia Management Investment Advi | INVESTMENT PROVIDER | $258,275 | $0 | 2023 |
| New Tower Trust Company | INVESTMENT PROVIDER | $227,420 | $0 | 2023 |
| Wedge Capital Management Llp | INVESTMENT PROVIDER | $202,971 | $0 | 2023 |
| Empower Annuity Ins Co. Of America | RECORDKEEPER | $191,629 | $0 | 2023 |
| Parametric Portfolio Associates | INVESTMENT PROVIDER | $161,354 | not reported in the loaded dataset | 2023 |
| River Road Asset Management, LLC | INVESTMENT PROVIDER | $161,138 | $0 | 2023 |
| Mspc Cpas & Advisors, P.C. | AUDITORS | $29,512 | not reported in the loaded dataset | 2023 |
| Innovative Software Solutions, Inc | IT CONSULTANT | $21,611 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | ADVISOR | $9,375 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop & Kendrick, Llp | ATTORNEY | $7,828 | not reported in the loaded dataset | 2023 |
| Massachusetts Mutual Life Ins. Co. | CONTRACT ADMINISTRATOR | $0 | $0 | 2023 |
| Janus Henderson | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| American Funds | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Blackrock | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Chevy Chase Trust | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Mfs Investment Management | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Wcm Investment Management | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Baird Funds | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Wilmington Trust | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Metropolitan West Asset Management | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Pimco | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Rbc Global Asset Management | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Vanguard | INVESTMENT PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local No. 8 Ibew Retirement Plan & Trust
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Rossford, OH
- Nwo Electrical Admin. Inc. — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Metropolitan West Asset Management — Schedule C compensation
- Blackstone Investment Management — Schedule C compensation
- Columbia Management Investment Advi — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Wedge Capital Management Llp — Schedule C compensation
- Empower Annuity Ins Co. Of America — Schedule C compensation
- Parametric Portfolio Associates — Schedule C compensation
- River Road Asset Management, LLC — Schedule C compensation
- Mspc Cpas & Advisors, P.C. — Schedule C compensation
- Innovative Software Solutions, Inc — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Shumaker, Loop & Kendrick, Llp — Schedule C compensation
- Massachusetts Mutual Life Ins. Co. — Schedule C compensation
- Janus Henderson — Schedule C compensation
- American Funds — Schedule C compensation
- Blackrock — Schedule C compensation
- Chevy Chase Trust — Schedule C compensation
- Mfs Investment Management — Schedule C compensation
- Wcm Investment Management — Schedule C compensation
- Baird Funds — Schedule C compensation
- Wilmington Trust — Schedule C compensation
- Pimco — Schedule C compensation
- Rbc Global Asset Management — Schedule C compensation
- Vanguard — Schedule C compensation