Board of Trustees Annuity Fund Ibew Local 96Profit-sharing plan

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Board of Trustees Annuity Fund Ibew Local 96 reported $186,250 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $3,274 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.175%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 182nd-largest of 1,106 plans among Connecticut employers on file, and the 575th of 5,337 in construction. active participation has grown from 694 to 765 since 2022.