# 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-plan

> Board Of Trustees Ibew Local Union No. 99 Retirement Plan's DB plan: 804 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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