Plan Snapshot
- Plan Sponsor: Board Of Trustees-Southern Ct Ibew Pension Fund
- Sponsor EIN: 060969878
- Sponsor Address: C/O ZENITH AMERICAN SOLUTIONS, WALLINGFORD, CT, 064927617
- Plan Type: DB
- Total Participants: 345
- Total Assets: $57.9M
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 | 345 | $57.9M | $5.8M | $0 |
| 2023 | 346 | $54.2M | $5.3M | $0 |
| 2022 | 358 | $50.3M | $5.5M | $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 |
|---|---|---|---|---|
| R. CHEVERIE & ASSOC | Other Service Provider | $51,714 | — | $51,714 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $47,696 | — | $47,696 |
| CBIZ RETIREMENT PLAN SERVICES | Other Service Provider | $39,800 | — | $39,800 |
| SOLXSYS ADMIN. SOLUTIONS, LLC | Other Service Provider | $34,000 | — | $34,000 |
| MORGAN STANLEY SMITH BARNEY LLC | Recordkeeper | $33,802 | — | $33,802 |
| GROSVENOR CAPITAL MANAGEMENT, LP | Other Service Provider | $20,782 | — | $20,782 |
| NOVAK FRANCELLA LLC | Auditor | $18,078 | — | $18,078 |
| HAMILTON LANE ADVISORS, LLC | Other Service Provider | — | $10,845 | $10,845 |
| SEGAL MARCO ADVISORS, INC. | Other Service Provider | $5,318 | — | $5,318 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — Recordkeeper
- NOVAK FRANCELLA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $262,035
- Estimated Expense Ratio: 0.452% 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 | $320,062 | $70,756 | $81,696 | $18,078 | — |
| 2023 | $299,204 | $63,846 | $69,547 | $14,000 | — |
| 2022 | $305,936 | $73,114 | $67,038 | — | $113,377 |