International Brotherhood Of Electrical Workers Local Unions Savings & Security Plan
Sponsored by Board Of Directors Of The Ibew Locals' Saving & Retirement Group Trust · EIN 271722149 · Plan #023
- Total assets
- $742M
- Net assets
- $742M
- Active participants
- 348
- With balances
- 2,667
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Planmember Securities Corporation CRD 11869 | deterministic · 100% | 2024 |
| Institutional Investment Consulting CRD 168705 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Planmember Securities Corp. | Investment advisory (plan) | $1,831,007 |
| Planmember Securities Corporation | Investment advisory (participants), Participant communication | $732,368 |
| Newport Trust Company | Recordkeeping, Custodial (securities) | $290,665 |
| Planmember Financial Services | Claims processing, Contract administrator, Plan administrator | $250,000 |
| Insight Investments Management | Investment management, Investment management fees (direct) | $137,666 |
| Institutional Investment Consulting | Investment advisory (plan) | $110,000 |
| Usi Insurance Services Llc | Insurance agents and brokers, Direct payment from the plan | $91,972 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $36,352 |
| Shumaker, Loop & Kendrick, Llp | Legal, Direct payment from the plan | $28,490 |
| Management Guidance Llp | Trustee (individual), Direct payment from the plan | $12,500 |
| Official Offset Corp. | Other services | $9,057 |