Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees I.B.E.W. Local 90 Pension Fund
- Sponsor EIN: 066077020
- Sponsor Address: 8 FAIRFIELD BLVD. STE 105, WALLINGFORD, CT, 064927617
- Plan Type: DB
- Total Participants: 364
- Total Assets: $94.7M
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 | 364 | $94.7M | $8.0M | $0 |
| 2023 | 388 | $88.5M | $8.8M | $0 |
| 2022 | 372 | $81.9M | $9.0M | $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 |
|---|---|---|---|---|
| JP MORGAN ASSET MANAGEMENT | Recordkeeper | $108,063 | — | $108,063 |
| LOOMIS SAYLES | Other Service Provider | $84,578 | — | $84,578 |
| ZENITH AMERICAN | Other Service Provider | $58,884 | — | $58,884 |
| ROBERT CHEVERIE & ASSOCIATES | Other Service Provider | $56,400 | — | $56,400 |
| WELLINGTON TRUST COMPANY, NA | Other Service Provider | $47,672 | — | $47,672 |
| SUMMIT ACTUARIAL SERVICES LLC | Other Service Provider | $47,500 | — | $47,500 |
| THE SEGAL COMPANY | Other Service Provider | $30,000 | — | $30,000 |
| SEGAL SELECT INSURANCE SERVICE, INC | Other Service Provider | $29,856 | — | $29,856 |
| PRINCIPAL CUSTODY SOLUTIONS | Other Service Provider | $25,502 | — | $25,502 |
| BEERS, HAMERMAN, COHEN & BURGER, PC | Other Service Provider | $22,610 | — | $22,610 |
| NOVAK FRANCELLA | Auditor | $5,591 | — | $5,591 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN ASSET MANAGEMENT — Recordkeeper
- NOVAK FRANCELLA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $516,656
- Estimated Expense Ratio: 0.546% 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 | $586,561 | $311,679 | $58,884 | $22,610 | — |
| 2023 | $578,808 | $307,902 | $59,134 | $28,133 | — |
| 2022 | $595,861 | $334,716 | $58,884 | — | $131,701 |