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Employer · plans filed under one EIN

IBEW Local Union No. 252 Pension Plan Joint Board of Trustees

Ann Arbor, MI · Construction

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$397Mnet assets across plans
2,845participant records2,028 active
$22.1Memployer contributions, latest plan years$10,875 per active record
$1.3MSchedule C compensation to organisations$468.96 per participant record

IBEW Local Union No. 252 Pension Plan Joint Board of Trustees, based in Ann Arbor, Michigan, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 2,845 participant records and $397M in net assets.

The largest is International Brotherhood of Electrical Workers Local Union No. 252 Pension Plan, a defined benefit pension plan with 1,505 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $22.1M and participant contributions $3.1M in the latest plan years; benefits paid were $22.2M. Schedule C compensation reported to service provider organisations totalled $1.3M.

Combined net assets moved from $123M in 2009 to $397M in 2024 (up 222%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
International Brotherhood of Electrical Workers Local Union No. 252 Pension Plandefined benefit pension plan20241,505$254M$168,806$19,589$887K
IBEW Local Union No 252 Def Contrib Plan 401(k) Plan401(k) plan20241,340$143M$106,573$5,826$447K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $123M2010: $147M2011: $138M2012: $161M2013: $180M2014: $191M2015: $190M2016: $212M2017: $232M2018: $235M2019: $254M2020: $321M2021: $299M2022: $301M2023: $355M2024: $397M$123M$397M20092012201620202024
Combined net assets
2009: 2,3512010: 2,3292011: 2,3282012: 2,3272013: 2,3072014: 2,3222015: 2,3562016: 2,4422017: 2,5112018: 2,5342019: 2,5402020: 2,5532021: 2,5782022: 2,6672023: 2,7622024: 2,8452,3512,84520092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202422,845$397M$22.1M$3.1M
202322,762$355M$19.6M$2.6M
202222,667$301M$13.0M$2.2M
202122,578$299M$12.8M$2.1M
202022,553$321M$12.8M$2.0M
201922,540$254M$13.5M$1.8M
201822,534$235M$12.5M$1.7M
201722,511$232M$13.0M$1.7M
201622,442$212M$12.5M$1.6M
201522,356$190M$10.6M$1.4M
201422,322$191M$11.2M$1.4M
201322,307$180M$8.7M$1.1M
201222,327$161M$9.0M$1.1M
201122,328$138M$8.6M$1.2M
201022,329$147M$9.6M$1.4M
200922,351$123M$9.8M$1.5M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Thomas D Luczak, PLLCLegal2$404,209
Royal Bank of CanadaInvestment advisory (plan)2$198,959
Ann Arbor Benefit AdministratorsContract Administrator2$194,958
SegalActuarial; Consulting (pension)1$189,905
Bank of Ann ArborCustodial (other than securities); Investment advisory (plan)1$173,541
ADPRecordkeeping and information management1$85,444
Polk & AssociatesAccounting (including auditing)2$64,400
UllicoInsurance agents and brokers1$14,292
Conlin, McKenney & Philbrick, P.C.Legal1$8,483
ADP Broker-Dealer—1$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Thomas D Luczak, PLLC$404K
Royal Bank of Canada$199K
Ann Arbor Benefit Administrators$195K
Segal$190K
Bank of Ann Arbor$174K
ADP$85K
Polk & Associates$64K
Ullico$14K

Questions and answers

How many retirement plans does IBEW Local Union No. 252 Pension Plan Joint Board of Trustees have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: International Brotherhood of Electrical Workers Local Union No. 252 Pension Plan and IBEW Local Union No 252 Def Contrib Plan 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does IBEW Local Union No. 252 Pension Plan Joint Board of Trustees contribute to its plans?

$22,054,559 in employer contributions across these plans in their latest plan years, about $10,875 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Thomas D Luczak, PLLC, Royal Bank of Canada, Ann Arbor Benefit Administrators and Segal and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.