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Original filing (PDF)20251002155618NAL0000437987001
BOARD OF TRUSTEES OF IBEW LOCAL 840 ANNUITY FUND
Form 5500
FILING_RECEIVED
LOCAL 840 IBEW ANNUITY FUND
Defined-contribution retirement plan
Signals · 2
~123 bps in Sched C feesNo recordkeeper disclosed
Active participants
536
Accounts w/ balance
536
Plan assets (EOY)
$16.1M
Net assets (EOY)
$16.1M
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
- 123 bps in Schedule C fees — 325% above peer band of 29 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 BOARD OF TRUSTEES OF IBEW LOCAL 840 ANNUITY FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF IBEW LOCAL 840 ANNUITY FUND
EIN
22-6477218
Address
P.O. BOX 851 · GENEVA, NY · 144560851
Phone
(315) 789-3330
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | — | ROCHESTER, NY | NONE | $87K | — |
| IBEW LOCAL 840 PENSION FUND | 16-6075984 | — | RELATED BENEFIT PLAN | $82K | — |
| BONADIO & CO.,LLP | 16-1131146 | — | NONE | $13K | — |
| LIFETIME BENEFIT SOLUTIONS | — | ROCHESTER, NY | NONE | $10K | — |
| ROBERT PIZZO | 82-0553395 | — | NONE | $7K | — |
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.