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
- 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. |
|---|---|---|---|---|
| 2025 | 804 | $110.2M | $0 | $0 |
| 2024 | 696 | $101.4M | $0 | $0 |
| 2023 | 656 | $89.3M | $0 | $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 |
|---|---|---|---|---|
| WARD, FISHER & COMPANY | Auditor | $94,925 | — | $94,925 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,925
- Estimated Expense Ratio: 0.086% 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 |
|---|---|---|---|---|---|
| 2025 | $1,179,037 | $40,000 | $143,557 | $94,925 | — |
| 2024 | $913,752 | $40,000 | $139,968 | $92,775 | — |
| 2023 | $906,235 | $442,329 | $132,422 | — | $181,402 |