PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TRUSTEES OF LOCAL UNION 106 IBEW ANNUITY PLAN
Sponsor portfolio

TRUSTEES OF LOCAL UNION 106 IBEW ANNUITY PLAN

EIN 16-6126150-oil & energy-Latest filing 2025
Plans
2
Retirement
2
$78.0M assets
Welfare
0
Participants
588
322 JAMES AVE - JAMESTOWN, NY 147019680716-484-9449LinkedIn1-10 employeesoil & energy
Plans on this EIN
2 filings
#001TraditionalDB-$43.8M - 356 part#003ProfitSharing-$34.2M - 232 part

Retirement portfolio analytics

2 plans aggregated / $78.0M assets / 588 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • NO. 106 PENSION (#001)56%
  • 106 ANNUITY PLAN (#003)44%
Total $78.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
56%top
  • (Not disclosed)56%
  • JOHN HANCOCK LIFE INSURANCE COMPANY44%
Total $78.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NO. 106 PENSION (#001)356
  • 106 ANNUITY PLAN (#003)232
Total 588Click 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#001

I.B.E.W. LOCAL NO. 106 PENSION PLAN

TraditionalDB

Assets$43.8M
Participants356
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

I.B.E.W. LOCAL NO. 106 ANNUITY PLAN

ProfitSharing

Assets$34.2M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001I.B.E.W. LOCAL NO. 106 PENSION PLANTraditionalDB$43.8M3562025
003I.B.E.W. LOCAL NO. 106 ANNUITY PLANProfitSharing$34.2M2322025
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