I. B. E. W. Local Union No. 124 Annuity Plan
Sponsored by Ibew Local Union No. 124 · EIN 431269910 · Plan #001
- Total assets
- $447M
- Net assets
- $445M
- Active participants
- 3,754
- With balances
- 3,692
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Float revenue | $213,342 |
| Local Union 124 Benefit Office | Contract administrator, Other services, Direct payment from the plan | $165,169 |
| Arnold, Newbold, Sollars & Hollins | Legal, Other services, Direct payment from the plan | $80,760 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $20,330 |
| Rubinbrown Llp | Accounting, Direct payment from the plan | $19,100 |
| Construction Benefits Audit Corp | Accounting, Direct payment from the plan | $15,541 |