Ibew Local Union 668 Employees Pension Plan
Sponsored by Ibew Local Union 668 · EIN 311252733 · Plan #002
- Total assets
- $96.0M
- Net assets
- $96.0M
- Active participants
- 1,317
- With balances
- 1,292
Plan year beginning 06/01/2024 · Age/service weighted or new comparability, Money purchase, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner Institutional, Llc CRD 111964 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Services | Custodial (securities), Direct payment from the plan | $110,421 |
| Umr, Inc. | Plan administrator, Direct payment from the plan | $23,400 |
| Mariner Institutional, Llc | Investment management, Investment management fees (direct) | $17,500 |
| L.M. Henderson & Company, Llc | Accounting, Direct payment from the plan | $14,600 |
| The Thompson Group | Insurance services, Direct payment from the plan | $6,586 |
| Johnson & Krol, Llc | Legal, Direct payment from the plan | $6,297 |