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  2. TRUSTEES OF PLAN I B E W LOCAL 673 PENSION PLAN
Sponsor portfolio

TRUSTEES OF PLAN I B E W LOCAL 673 PENSION PLAN

EIN 34-6661994-Construction-Latest filing 2024
Plans
2
Retirement
2
$138.8M assets
Welfare
0
Participants
1,210
8356 MUNSON ROAD - MENTOR, OH 44060440-255-3414
Plans on this EIN
2 filings
#001TraditionalDB-$84.9M - 559 part#002401k-$53.9M - 651 part

Retirement portfolio analytics

2 plans aggregated / $138.8M assets / 1,210 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • LOCAL 673 PENSION (#001)61%
  • SHARING ANNUITY PLAN (#002)39%
Total $138.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
61%top
  • (Not disclosed)61%
  • JOHN HANCOCK LIFE INSURANCE COMPANY39%
Total $138.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING ANNUITY PLAN (#002)651
  • LOCAL 673 PENSION (#001)559
Total 1,210Click 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 673 PENSION PLAN

TraditionalDB

Assets$84.9M
Participants559
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

I.B.E.W. LOCAL 673 PROFIT SHARING ANNUITY PLAN

401k

Assets$53.9M
Participants651
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 673 PENSION PLANTraditionalDB$84.9M5592024
002I.B.E.W. LOCAL 673 PROFIT SHARING ANNUITY PLAN401k$53.9M6512024
Retirement plans
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