Plan Snapshot
- Plan Sponsor: B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca Pension Plan
- Sponsor EIN: 866089862
- Sponsor Address: 2550 W UNION HILLS DR STE 290, PHOENIX, AZ, 850275198
- Plan Type: DB
- Total Participants: 600
- Total Assets: $119.1M
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 | 600 | $119.1M | $3.8M | $0 |
| 2023 | 583 | $110.5M | $3.7M | $0 |
| 2022 | 534 | $98.7M | $3.4M | $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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES | Investment Advisor | $279,298 | — | $279,298 |
| THE SEGAL COMPANY | Other Service Provider | $108,445 | — | $108,445 |
| WELLESLEY ASSET MANAGEMENT | Other Service Provider | $104,154 | — | $104,154 |
| SOUTHWEST SERVICE ADMINISTRATORS | Other Service Provider | $80,457 | — | $80,457 |
| WCM INVESTMENT MANAGEMENT | Other Service Provider | $76,194 | — | $76,194 |
| BALDWIN MOFFITT BEHM LLP | Other Service Provider | $28,260 | — | $28,260 |
| SEGAL SELECT INSURANCE | Other Service Provider | $26,333 | — | $26,333 |
| KELLY LAW GROUP | Other Service Provider | $18,415 | — | $18,415 |
| SEGAL MARCO CONSULTING | Other Service Provider | $9,750 | — | $9,750 |
| LETTERSTREAM | Other Service Provider | $7,445 | — | $7,445 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $738,751
- Estimated Expense Ratio: 0.620% 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 | $813,913 | $469,396 | $79,512 | $28,260 | — |
| 2023 | $899,353 | $514,428 | $79,512 | $30,576 | — |
| 2022 | $867,658 | $554,809 | $79,512 | — | $109,410 |