IBEW Local 1249 Pension Fund pension plans

IBEW Local 1249 Pension Fund, Cicero, NY. EIN 15-6035161. Annual reports 2009–2024. Also filed as IBEW Local 1249 Pension Plan.

IBEW Local 1249 Pension Fund has one active retirement plan on file, the IBEW Local 1249 Pension Plan, with 5,077 participants and $664 million in assets in 2024. Morgan Stanley has been its administrator since 2022.

Active plans: 1
Participants: 5,077
Plan assets: $664 million
Administered by: Morgan Stanley
Plans on file: 1
Industry: Construction

The plan

IBEW Local 1249 Pension Plan

Pension (defined benefit)ActiveUnion (multiemployer)

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

Plan number: 001Employer EIN 15-6035161
Participants (2024): 5,077
Net assets (2024): $664 million
Administered by: Morgan StanleyEarlier: Kianka and Zollo, Cpa'S (2009–2020)
Plan administrator: IBEW Local 1249 Pension Fund
8531 Brewerton Road, Suite 2
Cicero, NY 13039
(315) 656-8390As filed for 2024
In effect since: July 3, 1962

Earlier sponsor: IBEW Local 1249 Pension Plan (2009–2017).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,077	$664 million	Morgan Stanley
2023	5,036	$570 million	Morgan Stanley
2022	4,764	$481 million	Morgan Stanley
2021	4,610	$495 million	not listed
2020	4,217	$411 million	Kianka and Zollo, Cpa'S
2019	3,953	$339 million	Kianka and Zollo, Cpa'S
2018	3,646	$257 million	Kianka and Zollo, Cpa'S
2017	3,273	$232 million	Kianka and Zollo, Cpa'S
2016	3,145	$183 million	Kianka and Zollo, Cpa'S
2015	3,077	$155 million	Kianka and Zollo, Cpa'S
2014	2,955	$141 million	Kianka and Zollo, Cpa'S
2013	2,935	$118 million	Kianka and Zollo, Cpa'S
2012	2,835	$85.4 million	Kianka and Zollo, Cpa'S
2011	2,681	$61.5 million	Kianka and Zollo, Cpa'S
2010	2,588	$51.3 million	Kianka and Zollo, Cpa'S
2009	2,507	$38.8 million	Kianka and Zollo, Cpa'S

If you had money in one of these plans

Call Morgan Stanley (morganstanley.com), which runs the IBEW Local 1249 Pension 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 ((315) 656-8390). That number was filed for 2024; ask for the benefits or retirement plan office.
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.

The plan

IBEW Local 1249 Pension Plan

If you had money in one of these plans

What these numbers are

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