What public Form 5500 filings show about the Board of Trustees, Retirement Plan of the IBEW 401(k) plan — and how to find and check your own account.
Board of Trustees, Retirement Plan of the IBEW (EIN 91-6243526) reports RETIREMENT PLAN OF THE IBEW LOCAL 76 RETIREMENT TRUST on its most recent Form 5500, with $253.9M in plan assets across 3,258 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Board of Trustees, Retirement Plan of the IBEW filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Board of Trustees, Retirement Plan of the IBEW 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CLIFTONLARSONALLEN LLP, VERUS ADVISORY, TURNER STOEVE & GAGLIARDI PS, REHN & ASSOCIATES, WITHUMSMITH+BROWN PC.
