# Joint Annuity Committee Ibew Local No.86 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/joint-annuity-committee-ibew-local-no-86-annuity-fund-166179118-002

> Joint Annuity Committee Ibew Local No.86 Annuity Fund's DC plan: 1,237 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Annuity Committee Ibew Local No.86 Annuity Fund

- **Sponsor EIN:** 166179118

- **Sponsor Address:** 2300 EAST RIVER ROAD, ROCHESTER, NY, 146231036

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 1,237

- **Total Assets:** $242.0M

## 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|1,237|$242.0M|$7.8M|$0|

| 2023|1,121|$237.8M|$7.1M|$0|

| 2022|1,039|$208.3M|$6.7M|$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|

| IBEW LOCAL NO 86 ANNUITY FUND|Other Service Provider|$273,588|—|$273,588|

| EMPOWER ADVISORY GROUP, LLC|Other Service Provider|$44,421|—|$44,421|

| MERRILL LYNCH|Recordkeeper|$43,500|—|$43,500|

| BONADIO & CO., LLP|Auditor|$34,129|—|$34,129|

| HARTER SECREST & EMERY, LLP|Other Service Provider|$29,871|—|$29,871|

| JOHN HANCOCK RETIREMENT SERVICE|Recordkeeper|$20,373|—|$20,373|

| BENESYS, INC.|Other Service Provider|$8,996|—|$8,996|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MERRILL LYNCH](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

- [JOHN HANCOCK RETIREMENT SERVICE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $454,878

- **Estimated Expense Ratio:** 0.188% 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|$291,764|$1,142|$64,832|$25,775|—|

| 2023|$293,511|$7,888|$90,422|$22,600|—|

| 2022|$277,197|$7,587|—|—|$86,992|

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