Joint Annuity Committee Ibew Local NO.86 Annuity FundDC plan
IBEW LOCAL NO. 86 ANNUITY FUND · ROCHESTER, NY · plan year 2024
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
Joint Annuity Committee Ibew Local NO.86 Annuity Fund reported $291,764 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $6,344 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 0.12%. 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 402nd-largest of 5,648 plans among New York employers on file, and the 282nd of 5,337 in construction. active participation has grown from 1,039 to 1,237 since 2022.
Joint Annuity Committee Ibew Local NO.86 Annuity Fund's 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 166179118 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.