# I.B.E.W. Local #81 Annuity Fund Joint Board Of Trustees DC Plan
Source: https://planprovider.pro/companies/i-b-e-w-local-81-annuity-fund-joint-board-of-trustees-236535432-001

> I.B.E.W. Local #81 Annuity Fund Joint Board Of Trustees's DC plan: 506 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/mmq-and-associates-pc) — 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|

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