Board of Directors of the IBEW Locals' Saving & Retirement Group Trust 401(k) and retirement plans

Board of Directors of the IBEW Locals' Saving & Retirement Group Trust, Irvington, NY. EIN 27-1722149. Annual reports 2009–2024. Also filed as IBEW Local 827.

Board of Directors of the IBEW Locals' Saving & Retirement Group Trust has one active retirement plan on file, the International Brotherhood of Electrical Workers Local Unions Savings & Security Plan, with 2,667 participants and $742 million in assets in 2024. Newport is its recordkeeper. No traditional pension plan appears in Board of Directors of the IBEW Locals' Saving & Retirement Group Trust's filings since 2009.

Active plans: 1
Participants: 2,667
Plan assets: $742 million
401(k) recordkeeper: Newport
Plans on file: 2
Industry: Other services

All 2 plans

Active plans first

International Brotherhood of Electrical Workers Local Unions Savings & Security Plan

401(k)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 023Employer EIN 27-1722149
Participants (2024): 2,667
Net assets (2024): $742 million
Recordkeeper: NewportEarlier: Milliman (2018–2023), Acs (2017), Conduent (2016), Acs (2009–2015)
Plan administrator: Planmember Services Corporation
One Bridge Street
Irvington, NY 10533
(914) 591-9200As filed for 2024
In effect since: January 1, 1979

Earlier sponsor: IBEW Local 827 (2009–2017).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,667	$742 million	Newport
2023	2,721	$697 million	Milliman
2022	2,859	$675 million	Milliman
2021	3,316	$865 million	Milliman
2020	3,334	$747 million	Milliman
2019	3,284	$654 million	Milliman
2018	3,373	$591 million	Milliman
2017	3,151	$629 million	Acs
2016	3,171	$570 million	Conduent
2015	3,272	$553 million	Acs
2014	3,439	$540 million	Acs
2013	3,380	$523 million	Acs
2012	3,456	$498 million	Acs
2011	3,406	$471 million	Acs
2010	3,552	$469 million	Acs
2009	3,625	$407 million	Acs

International Brotherhood of Electrical Workers Local Unions Savings & Retirement Plan

Defined contribution planStopped filingUnion (multiemployer)

No annual report since the 2021 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number: 049Employer EIN 27-1722149
Participants (2021): 959
Net assets (2021): $70.0 million
Recordkeeper: Security Benefit Life2009–2021
Plan administrator: Planmember Securities Corporation
One Bridge Street
Irvington, NY 10533
(914) 591-9200As filed for 2021
In effect since: January 1, 1988

Earlier sponsor: IBEW Local 827 (2009–2017).

Earlier plan names: International Brotherhood of Electrical Workers Local Union Savings & Retirement Plan.

Year by year, 2009 to 2021

Plan year	Participants	Net assets	Recordkeeper
2021	959	$70.0 million	Security Benefit Life
2020	1,033	$70.7 million	Security Benefit Life
2019	1,099	$74.6 million	Security Benefit Life
2018	1,154	$77.8 million	Security Benefit Life
2017	1,273	$83.4 million	Security Benefit Life
2016	1,360	$86.2 million	Security Benefit Life
2015	1,444	$90.2 million	Security Benefit Life
2014	1,531	$94.0 million	Security Benefit Life
2013	1,606	$95.7 million	Security Benefit Life
2012	1,687	$98.9 million	Security Benefit Life
2011	1,813	$104 million	Security Benefit Life
2010	1,925	$107 million	Security Benefit Life
2009	2,134	$110 million	Security Benefit Life

If you had money in one of these plans

Call Newport, which runs the International Brotherhood of Electrical Workers Local Unions Savings & Security Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((914) 591-9200). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

International Brotherhood of Electrical Workers Local Unions Savings & Security Plan

International Brotherhood of Electrical Workers Local Unions Savings & Retirement Plan

If you had money in one of these plans

What these numbers are

Other other services employers in NY