Plan Snapshot
- Plan Sponsor: Board Of Trustees Ibew Local Union No. 99 Retirement Plan
- Sponsor EIN: 056049538
- Sponsor Address: 8 FAIRFIELD BLVD. STE. 105, WALLINGFORD, CT, 064927617
- Plan Type: DB
- Plan Number: 001
- Total Participants: 804
- Total Assets: $110.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 804 | $110.2M | $7.9M | $0 |
| 2023 | 696 | $101.4M | $7.1M | $0 |
| 2022 | 656 | $89.3M | $6.1M | $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 |
|---|---|---|---|---|
| SEGAL | Other Service Provider | $141,380 | — | $141,380 |
| WEDGE CAPITAL MANAGEMENT LLP | Other Service Provider | $117,316 | — | $117,316 |
| WARD, FISHER AND COMPANY, LLP | Other Service Provider | $94,925 | — | $94,925 |
| L.PORRECA | Other Service Provider | $69,974 | — | $69,974 |
| RODIO AND URSILLO, LTD | Other Service Provider | $61,280 | — | $61,280 |
| BRANDES INVESTMENT PARTNERS LLC | Other Service Provider | $57,065 | — | $57,065 |
| BNY MELLON INVESTMENT ADVISER, INC. | Other Service Provider | $49,540 | — | $49,540 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $48,500 | — | $48,500 |
| GROSVENOR CAPITAL MANAGEMENT, L.P. | Other Service Provider | $43,079 | — | $43,079 |
| SEGAL MARCO ADVISORS | Other Service Provider | $40,000 | — | $40,000 |
| BANK OF AMERICA | Other Service Provider | $32,765 | — | $32,765 |
| INVESCO TRUST COMPANY | Other Service Provider | $28,798 | — | $28,798 |
| MESIROW FINANCIAL PRIVATE EQUITY | Other Service Provider | $25,294 | — | $25,294 |
| NATIONAL REAL ESTATE ADVISORS | Other Service Provider | $18,120 | — | $18,120 |
| S. COX | Other Service Provider | $13,129 | — | $13,129 |
| D. SANTOS | Other Service Provider | $11,954 | — | $11,954 |
| THE UNION LABOR LIFE INS. COMPANY | Recordkeeper | $9,242 | — | $9,242 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE UNION LABOR LIFE INS. COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $862,361
- Estimated Expense Ratio: 0.783% 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 | $1,179,037 | $40,000 | $143,557 | $94,925 | — |
| 2023 | $913,752 | $40,000 | $139,968 | $92,775 | — |
| 2022 | $906,235 | $442,329 | $132,422 | — | $181,402 |