Plan Snapshot
- Plan Sponsor: B Of T Ibew Local 640 & Az Chapter Neca Db Pension Plan
- Sponsor EIN: 860323980
- Sponsor Address: 2001 W CAMELBACK RD STE B350, PHOENIX, AZ, 850157404
- Plan Type: DB
- Total Participants: 2,690
- Total Assets: $228.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,690 | $228.6M | $17.2M | $0 |
| 2023 | 1,996 | $200.4M | $19.2M | $0 |
| 2022 | 1,687 | $174.1M | $10.7M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AUDAX | Other Service Provider | $212,539 | — | $212,539 |
| ALLAN BILLER | Other Service Provider | $191,578 | — | $191,578 |
| ZENITH ADMINISTRATIVE SERVICES | Other Service Provider | $181,305 | — | $181,305 |
| NATIONAL REAL ESTATE ADVISORS | Other Service Provider | $132,741 | — | $132,741 |
| ULLICO | Other Service Provider | $108,147 | — | $108,147 |
| WLLINGTON TRUST CO | Other Service Provider | $105,081 | — | $105,081 |
| THE SEGAL CO | Other Service Provider | $93,866 | — | $93,866 |
| ARROWSTREET CAPITAL | Other Service Provider | $67,911 | — | $67,911 |
| JP MORGAN ASSET MANAGEMENT | Other Service Provider | $62,914 | — | $62,914 |
| ASB CAPITAL MANAGEMENT | Other Service Provider | $62,816 | — | $62,816 |
| NECASTAR | Other Service Provider | $51,600 | — | $51,600 |
| WILLIAM BLAIR | Other Service Provider | $37,626 | — | $37,626 |
| NEUBERGER BERMAN | Other Service Provider | $36,339 | — | $36,339 |
| BALDWIN MOFFITT BEHM LLP | Other Service Provider | $33,392 | — | $33,392 |
| LSV ASSET MANAGEMENT | Other Service Provider | $32,845 | — | $32,845 |
| SEGAL SELECT INSURANCE | Other Service Provider | $31,125 | — | $31,125 |
| KELLEY LAW GROUP | Other Service Provider | $29,350 | — | $29,350 |
| INTERNATIONAL PRINTING | Other Service Provider | $28,919 | — | $28,919 |
| CAMDEN ASSET MANAGEMENT | Other Service Provider | $25,557 | — | $25,557 |
| PNC BANK | Other Service Provider | $21,472 | — | $21,472 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,547,123
- Estimated Expense Ratio: 0.677% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,708,925 | $1,076,094 | $177,578 | $33,392 | — |
| 2023 | $1,503,905 | $888,213 | $237,620 | $32,919 | — |
| 2022 | $1,238,844 | $678,613 | $167,410 | — | $144,073 |