PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BOARD OF TRUSTEES-PENSION FUND LOCAL 96-IBEW
Sponsor portfolio

BOARD OF TRUSTEES-PENSION FUND LOCAL 96-IBEW

EIN 04-6295080-Construction-Latest filing 2025
Plans
2
Retirement
2
$178.2M assets
Welfare
0
Participants
1,753
911 RIDGEBROOK ROAD - SPARKS, MD 211529451203-269-7741
Plans on this EIN
2 filings
#002ProfitSharing-$109.4M - 930 part#001TraditionalDB-$68.8M - 823 part

Retirement portfolio analytics

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

Assets by plan

Share of aggregate retirement assets

61%top
  • IBEW LOCAL 96 (#002)61%
  • FUND LOCAL 96-IBEW (#001)39%
Total $178.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
61%top
  • (Not disclosed)61%
  • SANTANDER BANK39%
Total $178.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • IBEW LOCAL 96 (#002)930
  • FUND LOCAL 96-IBEW (#001)823
Total 1,753Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ANNUITY PLAN IBEW LOCAL 96

ProfitSharing

Assets$109.4M
Participants930
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PENSION FUND LOCAL 96-IBEW

TraditionalDB

Assets$68.8M
Participants823
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ANNUITY PLAN IBEW LOCAL 96ProfitSharing$109.4M9302025
001PENSION FUND LOCAL 96-IBEWTraditionalDB$68.8M8232025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica