Plan Snapshot
- Plan Sponsor: I.B.E.W. Local #81 Annuity Fund Joint Board Of Trustees
- Sponsor EIN: 236535432
- Sponsor Address: 431 WYOMING AVENUE, SCRANTON, PA, 185031228
- Plan Type: DC
- Plan Number: 001
- Total Participants: 506
- Total Assets: $123.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 506 | $123.2M | $5.9M | $0 |
| 2023 | 508 | $111.8M | $5.3M | $0 |
| 2022 | 524 | $94.1M | $5.4M | $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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $32,229 | — | $32,229 |
| FABIAN & BYRN LLC | Other Service Provider | $25,718 | — | $25,718 |
| KANG HAGGERTY LLC | Other Service Provider | $21,229 | — | $21,229 |
| MMQ & ASSOCIATES P.C. | Auditor | $13,400 | — | $13,400 |
| MERANZE KATZ AND GAUDIOSO PC | Other Service Provider | $13,000 | — | $13,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMQ & ASSOCIATES P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,576
- 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 |
|---|---|---|---|---|---|
| 2024 | $121,257 | $32,229 | $25,718 | $13,400 | — |
| 2023 | $118,970 | $30,012 | $25,910 | $18,400 | — |
| 2022 | $111,441 | $33,698 | $26,304 | — | $37,104 |