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Original filing (PDF)20260312154219NAL0007001536001
I.B.E.W. LOCAL #81 ANNUITY FUND JOINT BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
ELECTRICIANS ANNUITY FUND LOCAL 81
Defined-contribution retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
506
Accounts w/ balance
549
Plan assets (EOY)
$123.2M
Net assets (EOY)
$123.1M
How this plan invests
This plan
18 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Empower Annuity Ins Co Guaranteed Interest Account***" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for I.B.E.W. LOCAL #81 ANNUITY FUND JOINT BOARD OF TRUSTEES.
Plan sponsor
Name
I.B.E.W. LOCAL #81 ANNUITY FUND JOINT BOARD OF TRUSTEES
EIN
23-6535432
Address
431 WYOMING AVENUE · SCRANTON, PA · 185031228
Phone
(570) 344-5711
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-12
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
MMQ & ASSOCIATES P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | — | $32K | — |
| FABIAN & BYRN LLC | 25-1914887 | — | — | $26K | — |
| KANG HAGGERTY LLC | 23-2220388 | — | — | $21K | — |
| MMQ & ASSOCIATES P.C. | 23-2226550 | — | — | $13K | — |
| MERANZE KATZ AND GAUDIOSO PC | 23-1496747 | — | — | $13K | — |
Investments
10 direct securities · 18 pooled funds· $122.4M(99% 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.
Uncategorized
$74.6M
10 holdings
Pooled Separate Account
$47.8M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Annuity Ins Co Guaranteed Interest Account*** | — | — | — | $31.9M | 25.9% | |
| T. ROWE PRICE RETIREMENT 2050 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $12.1M | 9.8% | |
| Empower Trust Company Vanguard Equity Inc Admr | — | — | — | $10.4M | 8.4% | |
| LARGE CAP GROWTH / JPM INVST MGMT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $9.8M | 8.0% | |
| T. ROWE PRICE RETIREMENT 2040 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $7.4M | 6.0% | |
| Empower Trust Company Vanguard Small Cap Idx Admr | — | — | — | $7.0M | 5.7% | |
| Empower Trust Company Amer Funds New Perspect | — | — | — | $6.3M | 5.2% | |
| Empower Trust Company Vanguard Mid Cap Index | — | — | — | $5.7M | 4.6% | |
| Empower Trust Company Amer Funds American Bal R6 | — | — | — | $4.6M | 3.7% | |
| Empower Trust Company Vanguard 500 Index Admr | — | — | — | $4.4M | 3.5% | |
| T. ROWE PRICE RETIREMENT 2060 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $3.5M | 2.9% | |
| T. ROWE PRICE RETIREMENT 2030 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $3.0M | 2.4% | |
| T. ROWE PRICE RETIREMENT 2035 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $3.0M | 2.4% | |
| Empower Trust Company American Century Stat Allc | — | — | — | $2.9M | 2.4% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $2.6M | 2.1% | |
| T. ROWE PRICE RETIREMENT 2055 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $2.0M | 1.7% | |
| METWEST CORE PLUS BOND (IS PLTF) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 826 | Pooled Separate Account | — | — | $1.6M | 1.3% | |
| T. ROWE PRICE RETIREMENT 2010 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $709K | 0.6% | |
| Empower Trust Company Vanguard It Trs Ids Admr | — | — | — | $694K | 0.6% | |
| Empower Trust Company T. Rowe Price Retire I 2030 ** 2 * PNC Bank, NA Cash | — | — | $666K | $666K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2065 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $603K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2020 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $566K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2045 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $496K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2025 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $329K | 0.3% | |
| MID CAP VALUE / ROBECO BOSTON PART EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $70K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $70K | <0.1% | |
| MID CAP GROWTH / TIMESQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 186 | Pooled Separate Account | — | — | $4K | <0.1% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $2K | <0.1% |