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Original filing (PDF)20250915154610NAL0000800035001
IBEW LOCAL UNION NO. 99
Form 5500
FILING_RECEIVED
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 99 ANNUITY PLAN
Defined-contribution retirement plan
Signals · 1
9 service providers
Active participants
1,244
Accounts w/ balance
1,230
Plan assets (EOY)
$178.7M
Net assets (EOY)
$178.4M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — 104% above peer band of 10 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IBEW LOCAL UNION NO. 99.
Plan sponsor
Name
IBEW LOCAL UNION NO. 99
EIN
05-6049537
Address
22 AMFLAEX DRIVE · CRANSTON, RI · 02921
Phone
(401) 946-9900
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WARD FISHER & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARD FISHER & COMPANY | 05-0234540 | WARWICK, RI | AUDITOR | $77K | — |
Other
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IBEW LOCAL UNION 99 | 05-0161150 | CRANSTON, RI | EMPLOYEE ORGANIZATION | $78K | — |
| THE SEGAL COMPANY | 14-1835864 | NEW YORK, NY | OTHER | $62K | — |
| ALLIANCE BERNSTEIN | 13-4064930 | NASHVILLE, TN | OTHER | $37K | — |
| DANA INVESTMENT ADVISORS | 39-1512278 | WAUKESHA, WI | OTHER | $32K | — |
| MESIROW FINANCIAL INVESTMENT MGMT | 36-3429599 | CHICAGO, IL | OTHER | $31K | — |
| RODIO & URSILLO LTD | 05-0398359 | PROVIDENCE, RI | OTHER | $22K | — |
| SMITH GRAHAM | — | NEW YORK, NY | OTHER | $10K | — |
Investments
1 pooled fund· $18.5M(10% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| IBEW-NECA EQUITY INDEX FUND CHEVY CHASE TRUST · EIN 31-1772714 / PN 003 | Common Collective Trust | $18.5M | 10.3% |