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Original filing (PDF)20250409045335NAL0038530914001
IBEW LOCAL NO. 82 DEFINED CONTRIBUTION PLAN
Form 5500
FILING_RECEIVED
IBEW LOCAL NO. 82 DEFINED CONTRIBUTION PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
945
Accounts w/ balance
1,058
Plan assets (EOY)
$86.4M
Net assets (EOY)
$86.3M
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)
84
/ 100
Grade B
Above-average plan
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
80
Participation health
100
Knocking points off
- 27 bps in Schedule C fees — 72% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
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 NO. 82 DEFINED CONTRIBUTION PLAN.
Plan sponsor
Name
IBEW LOCAL NO. 82 DEFINED CONTRIBUTION PLAN
EIN
31-1119203
Address
2 GATEWAY CENTER · 603 STANWIX ST., STE. 1500 · PITTSBURGH, PA · 152221024
Phone
(412) 471-2885
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-09
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. | 52-1590516 | — | NONE | $153K | — |
| DOVER CONSULTING | 31-1281984 | — | NONE | $29K | — |
| CLARK, SCHAEFER, HACKETT & CO. | 31-0800053 | — | NONE | $22K | — |
| FIDELITY | 04-2647786 | — | NONE | $14K | — |
| DLA PIPER LLP US | 52-0616490 | — | NONE | $10K | — |
| LEDBETTER, PARISI LLC | 03-0599899 | — | NONE | $9K | — |
Investments
1 pooled fund· $1.2M(1% 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 |
|---|---|---|---|
| AFL-CIO HOUSING INVESTMENT TR DVG HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 184 | Common Collective Trust | $1.2M | 1.4% |