# Board Of Trustees Of Ibew Local 90 Benefit Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-ibew-local-90-benefit-plan-060942804-501

> Board Of Trustees Of Ibew Local 90 Benefit Plan's Health & Welfare plan: 365 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Ibew Local 90 Benefit Plan

- **Sponsor EIN:** 060942804

- **Sponsor Address:** 8 FAIRFIELD BLVD. STE 105, WALLINGFORD, CT, 06492

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 365

- **Total Assets:** $3.9M

## 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|365|$3.9M|$8.3M|$1.4M|

| 2023|365|$5.7M|$8.6M|$1.4M|

| 2022|347|$5.7M|$8.7M|$1.4M|

## 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|

| SAV-RX|Other Service Provider|$1,445,945|—|$1,445,945|

| LABOR FIRST LLC|Other Service Provider|$577,452|—|$577,452|

| ZENITH AMERICAN|Other Service Provider|$330,252|—|$330,252|

| HARTFORD LIFE INSURANCE|Other Service Provider|$104,633|—|$104,633|

| DAVIS VISION|Other Service Provider|$97,695|—|$97,695|

| ZELIS CLAIMS INTEGRITY|Other Service Provider|$80,861|—|$80,861|

| SEGAL COMPANY|Other Service Provider|$59,469|—|$59,469|

| ROBERT M. CHEVERIE & ASSOCIATES P.C|Other Service Provider|$40,000|—|$40,000|

| BEERS HAMERMAN COHEN & BURGER PC|Other Service Provider|$20,050|—|$20,050|

| BRADLEY, FOSTER, & SARGENT|Other Service Provider|$16,433|—|$16,433|

| CT COALITION OF TAFT HARTLEY PLANS|Other Service Provider|$15,605|—|$15,605|

| EPIC HEARING HEALTHCARE|Other Service Provider|$13,000|—|$13,000|

| LOWER HUDSON VALLEY E.A.P.|Other Service Provider|$9,225|—|$9,225|

| 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](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,816,211

- **Estimated Expense Ratio:** 71.525% 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|$1,162,932|$14,273|$115,903|$20,050|—|

| 2023|$1,127,416|$16,616|$147,156|$26,643|—|

| 2022|$603,042|$10,996|$153,658|—|$143,912|

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