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  2. Board of Trustees Annuity Fund IBEW Local 96
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Board of Trustees Annuity Fund IBEW Local 96

EIN 04-6295080-Construction-Latest filing 2025
Plans
2
Retirement
2
$178.2M assets
Health & Benefits
0
Participants
1,753
911 RIDGEBROOK ROAD - SPARKS, MD 211529451203-269-7741
Plans on this EIN
2 filings
#002Profit-sharing-$109.4M - 930 part#001Traditional DB-$68.8M - 823 part

Retirement portfolio analytics

2 plans aggregated / $178.2M assets / 1,753 participants

Assets by plan

Share of aggregate retirement assets

  • IBEW LOCAL 96 (#002)$109.4M
  • FUND LOCAL 96-IBEW (#001)$68.8M
Total $178.2MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$109.4M
  • SANTANDER BANK$68.8M
Total $178.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • IBEW LOCAL 96 (#002)930
  • FUND LOCAL 96-IBEW (#001)823
Total 1,753Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

ANNUITY PLAN IBEW LOCAL 96

Profit-sharing

Assets$109.4M
Participants930
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

PENSION FUND LOCAL 96-IBEW

Traditional DB

Assets$68.8M
Participants823
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002ANNUITY PLAN IBEW LOCAL 96Profit-sharing$109.4M9302025
#001PENSION FUND LOCAL 96-IBEWTraditional DB$68.8M8232025
  • ANNUITY PLAN IBEW LOCAL 96$109.4M
    #002 · Profit-sharing · 2025930
  • PENSION FUND LOCAL 96-IBEW$68.8M
    #001 · Traditional DB · 2025823
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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