# Board Of Trustees Ibew Local Union No. 99 Retirement Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-ibew-local-union-no-99-retirement-plan-056049538-001

> Board Of Trustees Ibew Local Union No. 99 Retirement Plan's DB plan: 804 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/the-vanguard-group-inc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-ibew-local-union-no-99-retirement-plan-056049538-001)

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