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Local No. 8 IBEW Retirement Plan & Trust
The Local No. 8 IBEW Retirement Plan & Trust originates from the collective bargaining relationship between IBEW Local 8 and the National Electrical...
Local No. 8 IBEW Retirement Plan & Trust
The Local No. 8 IBEW Retirement Plan & Trust originates from the collective bargaining relationship between IBEW Local 8 and the National Electrical Contractors Association (NECA). The plan merged with the IBEW Local No. 8 401(k) Plan in 2017, unifying defined-benefit and defined-contribution assets for electrical workers in northwest Ohio. The Board of Trustees, drawn from union and employer representatives, sets investment policy and oversees administration from the joint Health & Welfare office in Rossford. Asset allocation tilts heavily toward capital preservation and income. The plan's signature vehicle is the IBEW 8 Stable Value Fund, which posted a guaranteed rate of 3.35% for the period November 2025 through January 2026. Alongside this sits the IBEW 8 BR Strategic Income Opp vehicle and a recordkeeping relationship with Empower Retirement. The plan's website does not publish direct private-market commitments or fund-of-funds positions, but the multiemployer structure constrains the portfolio to ERISA-compliant, investment-grade credit and stable-value instruments. The trust operates from a single location in Rossford, Ohio, serving members whose eligibility and benefits are coordinated through the same administrative office that supports health and welfare, VEBA, and ERP sub-funds. Plan administration engages Empower for retirement account access, Express Scripts for prescription coverage, and Delta Dental of Ohio for dental benefits — a full-benefits ecosystem extending beyond investment management. The structural differentiator is its integration into a multi-plan benefits office that runs health, pension, retirement, VEBA, and ERP sub-funds under one administrative roof. Unlike standalone pension funds, this trust sits inside a unified benefits delivery model that layers retirement income on top of active health and welfare programs for IBEW Local 8 members — a bundling common among building-trades multiemployer plans but rare in the broader institutional allocator landscape.
General information
Firm type
Pension Fund
Year founded
—
AUM
$250M–$300M (Altss estimate)
Location
Region
North America
Country
United States
City
Rossford
Corporate office
Rossford, OH, United States
Principals
Board of Trustees, Local No. 8 IBEW RP&T
Governing Body
Frequently asked questions
Who sets investment policy for the plan?
A joint Board of Trustees, with representatives from IBEW Local 8 and the National Electrical Contractors Association (NECA), governs the plan. The board is responsible for investment policy, manager selection, and plan administration under ERISA.
What is the plan's primary investment vehicle?
The IBEW 8 Stable Value Fund serves as the flagship option, offering a guaranteed rate of return for participants. As of November 2025, that rate was set at 3.35% for the quarter ending January 2026. A separate IBEW 8 BR Strategic Income Opp vehicle also appears in the plan's lineup.
How does the 2017 merger affect the current structure?
The merger combined the legacy defined-benefit pension plan with the IBEW Local No. 8 401(k) Plan, bringing both retirement streams under the same trust. This consolidation streamlined administration and placed a larger asset pool under a unified board, while preserving distinct benefit obligations for participants.
Does the plan make direct private-market or alternative investments?
There is no public evidence of direct private equity, venture capital, or real estate holdings. The portfolio's public-facing components — a stable value fund and a strategic income vehicle — suggest an ERISA-driven focus on fixed-income and capital-preservation instruments rather than illiquid alternatives.
Who handles day-to-day administration and recordkeeping?
Empower Retirement provides recordkeeping and participant account access for the retirement plan. The administrative office in Rossford coordinates eligibility, enrollment, and benefits alongside health and welfare, VEBA, and ERP sub-funds.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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