Plan Snapshot
- Plan Sponsor: Board Of Trustees I.B.E.W. Local Union No. 90 Annuity Fund
- Sponsor EIN: 066284210
- Sponsor Address: 8 FAIRFIELD BOULEVARD, STE 105, WALLINGFORD, CT, 064927617
- Plan Type: DC
- Total Participants: 649
- Total Assets: $96.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 649 | $96.2M | $5.7M | $0 |
| 2023 | 622 | $87.1M | $5.6M | $0 |
| 2022 | 642 | $75.6M | $5.3M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $46,548 | — | $46,548 |
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $24,559 | — | $24,559 |
| ROBERT M. CHEVERIE & ASSOCIATES P.C | Other Service Provider | $24,000 | — | $24,000 |
| THE SEGAL COMPANY | Other Service Provider | $19,015 | — | $19,015 |
| BEERS HAMERMAN COHEN & BURGER PC | Other Service Provider | $17,700 | — | $17,700 |
| SEGAL MARCO ADVISORS | Other Service Provider | $9,000 | — | $9,000 |
| EMPOWER ADVISORY GROUP LLC | Other Service Provider | $8,463 | — | $8,463 |
| NOVAK FRANCELLA | Auditor | $5,591 | — | $5,591 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $154,876
- Estimated Expense Ratio: 0.161% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $161,844 | $36,589 | $46,548 | $17,700 | — |
| 2023 | $159,399 | $31,273 | $46,548 | $23,673 | — |
| 2022 | $151,134 | $28,640 | $46,548 | — | $56,414 |