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Original filing (PDF)20250412145948NAL0047558546001
TRUSTEES OF THE I.B.E.W. LOCAL 910 ANNUITY FUND
Form 5500
FILING_RECEIVED
I.B.E.W. LOCAL #910 ANNUITY FUND
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed10 service providers
Active participants
355
Accounts w/ balance
756
Plan assets (EOY)
$72.2M
Net assets (EOY)
$72.2M
Plan health score (directional)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 59 bps in Schedule C fees — 270% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF THE I.B.E.W. LOCAL 910 ANNUITY FUND.
Plan sponsor
Name
TRUSTEES OF THE I.B.E.W. LOCAL 910 ANNUITY FUND
EIN
22-6447520
Address
25001 · WATER STREET · WATERTOWN, NY · 13601
Phone
(315) 782-5941
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
TRUSTEES OF THE I.B.E.W. LOCAL 910 ANNUITY FUND
EIN
22-6447520
City
WATERTOWN, NY
Phone
(315) 782-5941
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-12
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
D'ARCANGELO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMUNITY BANK NA | 15-0436580 | OLEAN, NY | CUSTODIAN | $30K | — |
Advisor / Consultant
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL REAL ESTATE ADVISORS LLC | 26-3437991 | WASHINGTON, DC | INVESTMENT MANAGER | $68K | — |
| MANNING & NAPIER | 16-0995736 | FAIRPORT, NY | INVESTMENT MANAGER | $66K | — |
| C.S. MCKEE LP | 25-1900687 | PITTSBURGH, PA | INVESTMENT MANAGER | $62K | — |
| SEIZERT CAPITAL LLP | 38-3553488 | BIRMINGHAM, MI | INVESTMENT MANAGER | $54K | — |
| HIGHTOWER ADVISORS MORGIA GROUP | 36-4500709 | WATERTOWN, NY | INVESTMENT ADVISORS | $50K | — |
| WEDGEWOOD PARTNERS INC | 43-1468106 | ST LOUIS, MO | INVESTMENT MANAGER | $48K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D'ARCANGELO & CO., LLP | 13-2550103 | UTICA, NY | AUDITOR | $20K | — |
| STACKEL & NAVARRA CPA PC | 16-1215909 | WATERTOWN, NY | ACCOUNTANT | $10K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLITMAN & KING LLP | 16-1047304 | SYRACUSE, NY | ATTORNEY | $20K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.