Local Union No. 90 I.B.E.W. Annuity Plan
Sponsored by Board Of Trustees I.B.E.W. Local Union No. 90 Annuity Fund · EIN 066284210 · Plan #001
- Total assets
- $96.2M
- Net assets
- $96.1M
- Active participants
- 649
- With balances
- 738
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions | Contract administrator | $46,548 |
| Empower Annuity Insurance Company | Investment management fees (direct) | $24,559 |
| Robert M. Cheverie & Associates P.C | Legal | $24,000 |
| The Segal Company | Insurance services | $19,015 |
| Beers Hamerman Cohen & Burger Pc | Accounting | $17,700 |
| Segal Marco Advisors | Investment advisory (plan) | $9,000 |
| Empower Advisory Group Llc | $8,463 | |
| Novak Francella | Accounting | $5,591 |