Louisiana › Finance and insurance › 1,000 to 4,999 participants
Form 5500 statement · plan year 1 Oct 2024 to 30 Sep 2025
Electricians Pension Plan, IBEW 995
Sponsored by Trustees of the Electricians Pension Plan, IBEW 995, Baton Rouge, LA
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. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Trustees of the Electricians Pension Plan, IBEW 995 of Baton Rouge, Louisiana sponsors Electricians Pension Plan, IBEW 995, a defined benefit pension plan. Its Form 5500 for the plan year ending 30 Sep 2025 shows 1,385 participants (469 active) and $77.6M in net assets. It is a multiemployer plan, maintained under collective bargaining agreements with more than one employer.
Net assets came to $56,029 per participant, well below the $87,935 median for defined benefit plans with 1,000 to 4,999 participants and well below the $119,983 median for defined benefit plans in finance and insurance. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Employer contributions were $7.3M for the year ($15,528 per active participant) and benefits paid were $8.7M. In a defined benefit plan the employer's contribution follows funding rules rather than a match formula, so it can swing widely from year to year.
Schedule C lists 15 service provider organisations paid $5,000 or more, with reported compensation of $633K: $457 per participant, well above the same-size median of $325. Administrative expenses charged to the plan were $947K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $52.0M in 2009 to $77.6M in 2024 (up 49%), and participants from 1,235 to 1,385 (up 12%).
The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DB plans |
|---|---|---|---|---|
| Net assets per participant | $56,029 | $87,935 | $119,983 | $86,221 |
| Employer contributions per active participant | $15,528 | $10,593 | $7,849 | $10,244 |
| Schedule C compensation per participant | $457 | $325 | $352 | $344 |
| Schedule C compensation, share of net assets | 0.81% | 0.41% | 0.32% | 0.42% |
| Administrative expenses per participant | $684 | $513 | $433 | $527 |
Peer columns are medians for plan year 2024 across defined benefit plans with 100 or more participants: 1,000 to 4,999 participants (1,540 plans), finance and insurance (690) and all US plans (5,308). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 1,385 | $77.6M | $56,029 | $7.3M | — | $633K |
| 2023 | 1,376 | $73.8M | $53,613 | $6.2M | — | $516K |
| 2022 | 1,366 | $66.3M | $48,572 | $6.7M | — | $517K |
| 2021 | 1,451 | $64.0M | $44,074 | $6.5M | — | $473K |
| 2020 | 1,370 | $75.1M | $54,795 | $4.9M | — | $648K |
| 2019 | 1,292 | $65.7M | $50,831 | $4.3M | — | $436K |
| 2018 | 1,300 | $62.2M | $47,835 | $4.8M | — | $407K |
| 2017 | 1,260 | $63.1M | $50,074 | $4.5M | — | $498K |
| 2016 | 1,273 | $59.5M | $46,744 | $4.4M | — | $516K |
| 2015 | 1,278 | $56.7M | $44,404 | $3.8M | — | $528K |
| 2014 | 1,300 | $55.6M | $42,739 | $4.2M | — | $515K |
| 2013 | 1,297 | $57.2M | $44,109 | $3.0M | $1.5M | $447K |
| 2012 | 1,266 | $55.1M | $43,491 | $1.8M | $923K | $407K |
| 2011 | 1,290 | $52.6M | $40,771 | $3.2M | $440K | $460K |
| 2010 | 1,252 | $48.8M | $39,012 | $2.1M | $437K | $553K |
| 2009 | 1,235 | $52.0M | $42,135 | $1.5M | — | $423K |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$73,772,329
- Employer contributions$7,282,747
- Participant contributions—
- Rollovers and other contributions—
- Total contributions$7,282,747
- Total income, including investment results$13,521,714
- Benefits paid$8,747,061
- Administrative expenses$946,842
- Total expenses$9,693,903
- Net income$3,827,811
- Net transfers$0
- Net assets, end of year$77,600,140
Participants
- Active participants469
- Retired or separated, receiving benefits495
- Retired or separated, entitled to future benefits262
- Total participants, end of year1,385
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Bridgeway Benefit Technologies, LLC | Other services | $76,310 | $0 |
| Investment Performance Service, L.l | Consulting (general); Investment advisory (plan) | $75,073 | $0 |
| Atlanta Capital Management Company | 'Soft dollars' commissions; Securities brokerage commissions and fees | $53,608 | $1,297 |
| The Segal Company (Western States), | Actuarial; Consulting (pension) | $50,292 | $0 |
| Robein Urann Spencer Picard & Cange | Legal | $49,590 | $0 |
| GCM Grosvenor LP | Investment management fees paid indirectly by plan | $0 | $42,683 |
| Corbin Capital Partners, L.P. | Investment management fees paid indirectly by plan | $0 | $40,135 |
| Hardman Johnston Global Advisors LL | Investment management | $35,761 | $0 |
| Wellington Trust Company, NA | Investment management fees paid indirectly by plan | $0 | $33,949 |
| Chartwell Investment Partners, LLC | Investment management; Named fiduciary | $33,831 | $0 |
| Boyd Watterson Asset Management Com | Investment management | $33,083 | $0 |
| WCM International Small Cap Growth | Investment management fees paid indirectly by plan | $32,110 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. 3 smaller rows are not shown. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Investment advisory and management fees$446,231
- Other administrative expenses$236,861
- Salaries and allowances$111,732
- Actuarial fees$53,292
- Legal fees$49,590
- IQPA audit fees$38,750
- Trustee and custodial fees$10,386
- Total administrative expenses$946,842
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Common/collective trusts$26.0M · 33.4%
- Partnership/joint venture interests$13.8M · 17.8%
- Corporate debt instruments$10.2M · 13.2%
- Real estate$9.5M · 12.2%
- U.S. Government securities$6.0M · 7.8%
- Corporate stocks$5.6M · 7.2%
- 103-12 investment entities$4.6M · 5.9%
- Receivables$1.0M · 1.3%
- Cash (interest and non-interest bearing)$909K · 1.2%
- Other investments$17K · 0.0%
- Buildings and other property used in plan operation$9,496 · 0.0%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)Yes
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $500,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
1BBenefits are primarily flat dollar (includes dollars per year of service)
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 525100: Insurance & Employee Benefit Funds.
Similar plans in Louisiana
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Pan-American Life Insurance Company Employees' Retirement Benefit Plan | Pan-American Life Insurance Group, Inc. | 917 | $114M | $124,729 |
| Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust | Neighbors Federal Credit Union | 267 | $67.8M | $254,108 |
| Retirement Plan for Employees of la Capitol Federal Credit Union | La Capitol Federal Credit Union | 255 | $124M | $486,086 |
| Bank of Commerce & Trust Company Pension Plan | Bank of Commerce | 118 | $10.1M | $85,513 |
Defined benefit plans in finance and insurance closest in size.
Questions and answers
How big is Electricians Pension Plan, IBEW 995?
1,385 participants at the end of the plan year ending 30 Sep 2025, of whom 469 were active employees, with net assets of $77,600,140. Among defined benefit plans that places it in the 1,000 to 4,999 participants band, which held 1,540 plans in plan year 2024.
What does Trustees of the Electricians Pension Plan, IBEW 995 contribute per participant?
The filing reports $7,282,747 in employer contributions for the year, which is $15,528 per active participant; the median for plans of the same type and size was $10,593 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.
What fees does the plan pay and how do they compare?
Schedule C reports $632,812 in compensation to service provider organisations, $457 per participant or 0.81% of net assets. The same-size median among plans reporting any Schedule C compensation was $325 per participant. Administrative expenses on Schedule H were $946,842. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Trustees of the Electricians Pension Plan, IBEW 995. Investment advisory or management: Investment Performance Service, L.l, Hardman Johnston Global Advisors LL and Chartwell Investment Partners, LLC. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Oct 2024 to 30 Sep 2025, received by the Department of Labor on 23 Apr 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 72-6057089, plan 001, received 23 Apr 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.