Annuity Plan Ibew Local 96
Sponsored by Board Of Trustees Annuity Fund Ibew Local 96 · EIN 046295080 · Plan #002
- Total assets
- $109M
- Net assets
- $109M
- Active participants
- 765
- With balances
- 611
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Empower Annuity Insurance Co | Investment management fees (indirect), Sub-transfer agency fees, Distribution (12b-1) fees | $55,143 |
| Zenith American Solutions, Inc. | Direct payment from the plan, Recordkeeping, Contract administrator | $43,540 |
| Segal Roitman, Llp | Legal, Direct payment from the plan | $24,499 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $16,500 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $13,292 |
| Associated Administrators | Direct payment from the plan, Recordkeeping, Contract administrator | $8,709 |