Updated:
Toledo Electrical Benefit Plans
The Local No. 8 IBEW Retirement Plan & Trust originates from the collective bargaining relationship between IBEW Local 8 and the National Electrical...
Toledo Electrical Benefit Plans
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
Location
Region
North America
Country
United States
City
Rossford
Corporate office
727 Lime City Rd, Suite 200, Rossford, OH, United States
Principals
Board of Trustees, Local No. 8 IBEW RP&T
Governing Body
Frequently asked questions
Who governs investment decisions at Local No. 8 IBEW Retirement Plan & Trust?
A Board of Trustees sets investment policy and oversees the plan. The board works with the union and employer association.
What asset classes appear in the plan's holdings?
Holdings include public equities, stable value funds, high-yield and debt index funds, and at least one prior private operating business.
Does the plan use external investment managers?
BlackRock Institutional Trust Company serves as an investment manager. MassMutual and State Street Bank provide recordkeeping and trustee services.
When did the plan merge its 401(k) component?
The IBEW Local No. 8 401(k) Plan merged into the Retirement Plan & Trust in 2017.
What is the relationship to IBEW Local 8?
IBEW Local 8 is the labor union whose members are the primary beneficiaries of the trust.
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.
Need institutional-grade insight on pension funds?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: