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 |
|---|---|---|---|---|
| BALDWIN MOFFITT BEHM LLP | Auditor | $33,392 | — | $33,392 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,392
- Estimated Expense Ratio: 0.015% 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 |