Board of Trustees Annuity Fund IBEW Local 96's EIN is 04-6295080.
Download the official 2023 Form 5500 (PDF) for Board of Trustees Annuity Fund IBEW Local 96 from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Board of Trustees Annuity Fund IBEW Local 96's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | 84-0467907 | — | NONE | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| FIDELITY CONTRAFUND MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | $14.7M | 14.3% |
| T. ROWE PRICE NEW HORIZONS MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | $13.5M | 13.1% |
| MASSMUTUAL BLUE CHIP GROWTH R5 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | $8.9M | 8.6% |
| MASSMUTUAL SMALL CAP OPPS A MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.4M | 1.4% |
| VANGUARD MID CAP INDEX ADMIRAL MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $1.2M | 1.2% |
| AMERICAN FUNDS EUROPACIFIC GROWTH R MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $1.1M | 1.0% |
| MASSMUTUAL STRATEGIC BOND R5 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | $942K | 0.9% |
| AB GLOBAL BOND ADVISOR MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $21K | <0.1% |
| MASSMUTUAL GROWTH OPPS R5 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. | 52-1590516 | — | NONE | $53K | — |
| SEGAL ROITMAN, LLP | 04-2489114 | — | NONE | $22K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $13K | — |
