# Bd Of Trustees - Ibew Local Union No. 873 DC Plan
Source: https://planprovider.pro/companies/bd-of-trustees-ibew-local-union-no-873-plan

> Bd Of Trustees - Ibew Local Union No. 873's DC plan: 562 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees - Ibew Local Union No. 873

- **Sponsor EIN:** 350415484

- **Sponsor Address:** 2739 N. 50 E., KOKOMO, IN, 469018590

- **Plan Type:** DC

- **Total Participants:** 562

- **Total Assets:** $80.2M

## 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|562|$80.2M|$0|$0|

| 2023|520|$58.0M|$0|$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|

| L.M. HENDERSON & COMPANY, LLP|Auditor|$17,750|—|$17,750|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $17,750

- **Estimated Expense Ratio:** 0.022% 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|$166,118|$61,823|$53,739|$17,750|—|

| 2023|$223,580|$67,898|$89,254|—|$46,920|

## Similar Plans

- [Board Of Trustees-Local 18 Int'L Heat & Frost Insulators](https://planprovider.pro/companies/board-of-trustees-local-18-int-l-heat-frost-insulators-plan) — 676 participants

- [Joint Board Of Trusteess](https://planprovider.pro/companies/board-of-trustees-plan-002-1436) — 69 participants

- [Indpls. Chapter Of Bricklayers Local No 4 Of In/Ky(Iu Of B & A C)](https://planprovider.pro/companies/indpls-chapter-of-bricklayers-local-no-4-of-in-ky-iu-of-b-a-c-plan) — 1,281 participants

- [Isc Plasterers & Cement Masons Pension Fund](https://planprovider.pro/companies/isc-plasterers-cement-masons-pension-fund-plan) — 1,877 participants

- [Trustees Of The International Union Of Operating Engineers](https://planprovider.pro/companies/trustees-of-the-international-union-of-operating-engineers-plan) — 5,026 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trustees-ibew-local-union-no-873-plan)

© 2026 PlanProvider.Pro