# B Of T Ibew Local 640 & Az Chapter Neca Db Pension Plan DB Plan
Source: https://planprovider.pro/companies/b-of-t-ibew-local-640-chapter-neca-db-pension-plan-plan

> B Of T Ibew Local 640 & Az Chapter Neca Db Pension Plan's DB plan: 2,690 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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