Ibew Local Union No. 527 Annuity Plan
Sponsored by Board Of Trustees Of Ibew Local Union No. 527 Annuity Plan · EIN 742091530 · Plan #001
- Total assets
- $15.7M
- Net assets
- $15.6M
- Active participants
- 350
- With balances
- 373
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Edwards And Leathers, P.C. | Accounting, Direct payment from the plan | $15,185 |
| Benefit Resources, Inc. | Recordkeeping, Direct payment from the plan | $13,480 |
| Robein, Urann, Spencer, Picard, Can | Legal, Direct payment from the plan | $9,303 |
| The Segal Co | Consulting (pension), Direct payment from the plan | $8,000 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |
| Oppenheimer Life Agency Ltd | Other commissions | $0 |