2023 Form 5500 filing — International Brotherhood Of Electrical Workers Local Union No. 99 Retirement Plan
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 20250313150242NAL0021024529001) for International Brotherhood Of Electrical Workers Local Union No. 99 Retirement Plan, reported by Board Of Trustees Ibew Local Union No. 99 Retirement Plan under EIN 05-6049538 and plan number 001. It reports 1,456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250313150242NAL0021024529001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ibew Local Union No. 99 Retirement Plan
- EIN
- 05-6049538
- Plan number
- 001
- Location
- Wallingford, CT
- Participants
- 1,456
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,364,834
- Total liabilities (EOY)
- $274,481
- Net assets (EOY)
- $101,090,353
- Employer contributions
- $7,080,969
- Total income / additions
- $18,110,247
- Benefits paid
- $4,822,048
- Administrative expenses
- $913,752
- Total expenses
- $5,735,800
- Net increase / (decrease)
- $12,374,447
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of America | NONE | $129,499 | $0 |
| Segal | NONE | $97,227 | not reported in the loaded dataset |
| Ward, Fisher And Company, Llp | NONE | $92,775 | not reported in the loaded dataset |
| L.Porreca | EMPLOYEE | $67,708 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $48,500 | not reported in the loaded dataset |
| Brandes Investment Partners LLC | NONE | $48,222 | not reported in the loaded dataset |
| Bny Mellon Investment Adviser, Inc. | NONE | $46,154 | not reported in the loaded dataset |
| Gosvenor Capital Management, L.P. | NONE | $43,572 | $0 |
| Segal Marco Advisors | NONE | $40,000 | not reported in the loaded dataset |
| Smith Graham & Co. Inv Advisors | NONE | $31,272 | $0 |
| Rodio And Ursillo, Ltd | NONE | $29,034 | not reported in the loaded dataset |
| Invesco Trust Company | NONE | $26,961 | $0 |
| National Real Estate Advisors | NONE | $19,620 | $0 |
| Mesirow Financial Private Equity | NONE | $14,833 | not reported in the loaded dataset |
| D. Santos | EMPLOYEE | $11,895 | not reported in the loaded dataset |
| S. Cox | EMPLOYEE | $11,865 | not reported in the loaded dataset |
| Nb Alternatives Advisers, LLC | NONE | $10,200 | $0 |
| The Union Labor Life Ins. Company | NONE | $8,800 | $0 |