Electrical Workers Pension Plan Local 103 I.B.E.W. — Form 5500 plan (Joint Board Of Trustees Electrical Workers Local 103 Ibew)
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, Electrical Workers Pension Plan Local 103 I.B.E.W. is a benefit plan reported by Joint Board Of Trustees Electrical Workers Local 103 Ibew under EIN 04-6063734 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,167 participants and $1,891,001,787 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Electrical Workers Local 103 Ibew
- EIN
- 04-6063734
- Plan number
- 001
- Plan type
- 1
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 10,167
- End-of-year plan assets
- $1,891,001,787
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,167 | H, C | 20250815151933NAL0005921331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,891,001,787
- Total liabilities (EOY)
- $88,818,731
- Net assets (EOY)
- $1,802,183,056
- Net assets (BOY)
- $1,533,990,340
Income & contributions
- Employer contributions
- $111,330,391
- Total contributions
- $111,330,391
- Total income / additions
- $378,306,833
Expenses & distributions
- Benefits paid
- $98,502,335
- Administrative expenses
- $11,611,782
- Total expenses
- $110,114,117
- Net increase / (decrease)
- $268,192,716
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| State Street Bank & Trust Co. | NONE | $924,169 | $0 | 2023 |
| Ullico Investment Advisors Inc | NONE | $734,788 | not reported in the loaded dataset | 2023 |
| Local 103, Ibew Health Benefit Plan | AFFILIATED FUND | $720,000 | not reported in the loaded dataset | 2023 |
| Harding Loevner Lp | NONE | $713,049 | $0 | 2023 |
| Earnest Partners LLC | NONE | $584,412 | not reported in the loaded dataset | 2023 |
| River Road | NONE | $537,191 | not reported in the loaded dataset | 2023 |
| Siguler Guff Sbof V | NONE | $519,054 | not reported in the loaded dataset | 2023 |
| Westfield Capital Management | NONE | $470,700 | not reported in the loaded dataset | 2023 |
| Robeco Investment Management | NONE | $405,500 | not reported in the loaded dataset | 2023 |
| Indure Build-To-Core Fund, LLC | NONE | $404,951 | not reported in the loaded dataset | 2023 |
| Riverbridge Partners | NONE | $386,146 | not reported in the loaded dataset | 2023 |
| Schroder Invest Mngmt Na Inc | NONE | $344,188 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co. | NONE | $319,663 | not reported in the loaded dataset | 2023 |
| Mesirow Private Equity | NONE | $312,380 | not reported in the loaded dataset | 2023 |
| Congress Asset Management | NONE | $270,684 | not reported in the loaded dataset | 2023 |
| Grosvenor Labor Impact Feeder Fund | NONE | $237,980 | $0 | 2023 |
| New Tower Trust Company | NONE | $0 | $233,534 | 2023 |
| Siguler Guff Sbof Iv | NONE | $222,123 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $217,153 | not reported in the loaded dataset | 2023 |
| Income Research & Management | NONE | $214,933 | not reported in the loaded dataset | 2023 |
| Union Labor Life Ins. Co. | NONE | $199,026 | $0 | 2023 |
| Aqr Global Risk Premium Offshore Fu | NONE | $175,175 | not reported in the loaded dataset | 2023 |
| Barings LLC | NONE | $158,856 | not reported in the loaded dataset | 2023 |
| Bcp Spec. Opps. Offshore Feeder Iii | NONE | $156,988 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Co | NONE | $155,891 | not reported in the loaded dataset | 2023 |
| Cbiz Retirement Plan Services | NONE | $137,000 | not reported in the loaded dataset | 2023 |
| Lindsay Goldberg V | NONE | $130,301 | not reported in the loaded dataset | 2023 |
| Z Capital Special Situations Ii-A | NONE | $126,564 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $115,000 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $108,457 | not reported in the loaded dataset | 2023 |
| Afl-Cio Housing Investment Trust | NONE | $94,959 | not reported in the loaded dataset | 2023 |
| Z Capital Partners Iii-A | NONE | $88,203 | not reported in the loaded dataset | 2023 |
| Siguler Guff Sbof Iii | NONE | $72,216 | not reported in the loaded dataset | 2023 |
| Manzi & Associates L.L.C. | NONE | $61,697 | not reported in the loaded dataset | 2023 |
| Tailwind Capital Partners Iii | NONE | $56,831 | not reported in the loaded dataset | 2023 |
| Lexington Capital Partners Viii | NONE | $56,373 | not reported in the loaded dataset | 2023 |
| Trivest Fund Vi, L.P. | NONE | $46,658 | not reported in the loaded dataset | 2023 |
| Tenex Capital Partners Ii, L.P. | NONE | $42,498 | not reported in the loaded dataset | 2023 |
| Levine Leichtman Capital Partner Vi | NONE | $39,708 | not reported in the loaded dataset | 2023 |
| Sentinel Capital Partners, LLC | NONE | $36,817 | not reported in the loaded dataset | 2023 |
| Trivest Growth Investment Fund Ii, | NONE | $31,802 | not reported in the loaded dataset | 2023 |
| Krakow & Souris LLC | NONE | $15,167 | not reported in the loaded dataset | 2023 |
| Kohlberg Te Investors Viii | NONE | $7,790 | not reported in the loaded dataset | 2023 |
| Grosvenor Opportunistic Credit Fund | NONE | $0 | $0 | 2023 |
| Bardin Hill Investment Partners Lp | NONE | $0 | $0 | 2023 |
| Entrust Permal Partners Lp | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Electrical Workers Local 103 Ibew
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- State Street Bank & Trust Co. — Schedule C compensation
- Ullico Investment Advisors Inc — Schedule C compensation
- Local 103, Ibew Health Benefit Plan — Schedule C compensation
- Harding Loevner Lp — Schedule C compensation
- Earnest Partners LLC — Schedule C compensation
- River Road — Schedule C compensation
- Siguler Guff Sbof V — Schedule C compensation
- Westfield Capital Management — Schedule C compensation
- Robeco Investment Management — Schedule C compensation
- Indure Build-To-Core Fund, LLC — Schedule C compensation
- Riverbridge Partners — Schedule C compensation
- Schroder Invest Mngmt Na Inc — Schedule C compensation
- Pacific Investment Management Co. — Schedule C compensation
- Mesirow Private Equity — Schedule C compensation
- Congress Asset Management — Schedule C compensation
- Grosvenor Labor Impact Feeder Fund — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Siguler Guff Sbof Iv — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Union Labor Life Ins. Co. — Schedule C compensation
- Aqr Global Risk Premium Offshore Fu — Schedule C compensation
- Barings LLC — Schedule C compensation
- Bcp Spec. Opps. Offshore Feeder Iii — Schedule C compensation
- Loomis Sayles & Co — Schedule C compensation
- Cbiz Retirement Plan Services — Schedule C compensation
- Lindsay Goldberg V — Schedule C compensation
- Z Capital Special Situations Ii-A — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Afl-Cio Housing Investment Trust — Schedule C compensation
- Z Capital Partners Iii-A — Schedule C compensation
- Siguler Guff Sbof Iii — Schedule C compensation
- Manzi & Associates L.L.C. — Schedule C compensation
- Tailwind Capital Partners Iii — Schedule C compensation
- Lexington Capital Partners Viii — Schedule C compensation
- Trivest Fund Vi, L.P. — Schedule C compensation
- Tenex Capital Partners Ii, L.P. — Schedule C compensation
- Levine Leichtman Capital Partner Vi — Schedule C compensation
- Sentinel Capital Partners, LLC — Schedule C compensation
- Trivest Growth Investment Fund Ii, — Schedule C compensation
- Krakow & Souris LLC — Schedule C compensation
- Kohlberg Te Investors Viii — Schedule C compensation
- Grosvenor Opportunistic Credit Fund — Schedule C compensation
- Bardin Hill Investment Partners Lp — Schedule C compensation
- Entrust Permal Partners Lp — Schedule C compensation