Original filing (PDF)20251014090759NAL0002470561001

BD OF TRUSTEES-SOUTHERN CT IBEW ANNUITY FUND

Name: BD OF TRUSTEES-SOUTHERN CT IBEW ANNUITY FUND — SOUTHERN CT IBEW ANNUITY PLAN, Form 5500 (2024)
Creator: BD OF TRUSTEES-SOUTHERN CT IBEW ANNUITY FUND

Form 5500

FILING_RECEIVED

SOUTHERN CT IBEW ANNUITY PLAN

Defined-contribution retirement plan

Signals · 2

No recordkeeper disclosed7 service providers

Active participants

484

Accounts w/ balance

651

Plan assets (EOY)

$86.0M

Net assets (EOY)

$85.9M

How this plan invests

This plan

5 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BD OF TRUSTEES-SOUTHERN CT IBEW ANNUITY FUND.

Plan sponsor

Name

BD OF TRUSTEES-SOUTHERN CT IBEW ANNUITY FUND

EIN

06-0932220

Address

C/O ZENITH AMERICAN SOLUTIONS INC · P.O. BOX 5817 · WALLINGFORD, CT · 064927617

Phone

(203) 269-7741

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

NOVAK FRANCELLA, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO.	84-0467907	—	NONE	$69K	—
MORGAN STANLEY GLOBAL BANKING	20-8764829	—	NONE	$66K	—
ZENITH AMERICAN SOLUTIONS	52-1590516	—	NONE	$46K	—
SOLXSYS ADMINISTRATIVE SOLUTIONS	82-2454243	—	NONE	$26K	—
ROBERT M. CHEVERIE & ASSOC	06-1335139	—	NONE	$20K	—
NOVAK FRANCELLA

Investments

5 pooled funds· $7.5M(9% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
DRYDEN S&P 500 INDEX FD PRUDENTIAL RETIREMENT INS CO · EIN 06-1050034 / PN 123	Pooled Separate Account	$4.3M	5.1%
COLUMBIA DIVIDEND VALUE PRUDENTIAL RETIREMENT INS CO · EIN 06-1050034 / PN 785	Pooled Separate Account	$2.1M	2.5%

Related plans

Other plans using EMPOWER ANNUITY INSURANCE CO.

TRINET HR IV, LLC

TRINET SELECT 401(K) PLAN

$3.0B · 28,477 participants

THE MOSES H. CONE MEMORIAL HOSPITAL OPERATING CORPORATION

THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN

$1.6B · 13,920 participants

LOCAL UNION 98 I.B.E.W. - TRUSTEES PROFIT SHARING PLAN

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN

$1.3B · 3,867 participants

COADVANTAGE CORPORATION

COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN

$1.2B · 76,258 participants