2023 Form 5500 filing — International Brotherhood Of Electrical Workers Local Union No. 99 Annuity 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 20250915154610NAL0000800035001) for International Brotherhood Of Electrical Workers Local Union No. 99 Annuity Plan, reported by Ibew Local Union No. 99 under EIN 05-6049537 and plan number 002. It reports 879 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250915154610NAL0000800035001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local Union No. 99
- EIN
- 05-6049537
- Plan number
- 002
- Location
- Cranston, RI
- Participants
- 879
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $178,673,516
- Total liabilities (EOY)
- $229,295
- Net assets (EOY)
- $178,444,221
- Employer contributions
- $6,715,068
- Participant contributions
- $1,504,830
- Total income / additions
- $36,023,086
- Benefits paid
- $10,071,989
- Administrative expenses
- $561,393
- Total expenses
- $10,633,382
- Net increase / (decrease)
- $25,389,704
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Massachusetts Mutual Life Ins. Co. | CONTRACT ADMINISTRATOR | $420,321 | $0 |
| Ibew Local Union No 99 Annuity Plan | PLAN SPONSOR | $367,466 | not reported in the loaded dataset |
| Ibew Local Union 99 | EMPLOYEE ORGANIZATION | $77,707 | not reported in the loaded dataset |
| Ward Fisher & Company | AUDITOR | $76,750 | not reported in the loaded dataset |
| Ward Fisher & Company Llp | NONE | $76,050 | not reported in the loaded dataset |
| Ibew Local 99 | EMPLOYEE ORGANIZATION | $66,141 | not reported in the loaded dataset |
| The Segal Company | NONE | $62,000 | not reported in the loaded dataset |
| Alliance Bernstein | OTHER | $37,445 | not reported in the loaded dataset |
| Rodio + Ursillo Ltd | NONE | $34,689 | not reported in the loaded dataset |
| Dana Investment Advisors | OTHER | $31,761 | not reported in the loaded dataset |
| Mesirow Financial Investment Mgmt | OTHER | $30,744 | not reported in the loaded dataset |
| Rodio & Ursillo Ltd | OTHER | $22,404 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $16,696 | $0 |
| Smith Graham | OTHER | $9,820 | not reported in the loaded dataset |
| Vanguard | INVESTMENT PROVIDER | $0 | $0 |
| Voya Funds | INVESTMENT PROVIDER | $0 | $0 |
| The Hartford | INVESTMENT PROVIDER | $0 | $0 |
| T. Rowe Price | INVESTMENT PROVIDER | $0 | $0 |
| Pimco Funds | INVESTMENT PROVIDER | $0 | $0 |
| Hartford Hls | INVESTMENT PROVIDER | $0 | $0 |
| Eaton Vance | INVESTMENT PROVIDER | $0 | $0 |
| Columbia | INVESTMENT PROVIDER | $0 | $0 |
| Chevy Chase Trust | INVESTMENT PROVIDER | $0 | $0 |
| American Funds | INVESTMENT PROVIDER | $0 | $0 |