Iuoe Local 965 Annuity Plan
Sponsored by Board Of Trustees, Iuoe Local 965 Annuity Fund · EIN 462696118 · Plan #001 · Springfield, IL
- Total assets
- $29.1M
- Net assets
- $29.0M
- Active participants
- 1,954
- With balances
- 1,975
Plan year beginning 05/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Pln Srv Llc | Recordkeeping, Custodial (securities), Investment advisory (plan) | $123,938 |
| Benefits Management Group, Inc. | Contract administrator, Direct payment from the plan | $34,000 |
| Merrill Lynch | Investment advisory (plan), Direct payment from the plan | $22,500 |
| Romolo & Associates, Llc | Accounting, Investment management fees (direct) | $16,000 |
| Cavanagh & O'hara | Legal, Direct payment from the plan | $13,847 |
| Oe Local 965 Health Benefit Plan | Accounting, Direct payment from the plan | $13,215 |