# Board Of Trustees Electrical Workers Pension Fund - Part B DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-electrical-workers-pension-fund-part-b-plan

> Board Of Trustees Electrical Workers Pension Fund - Part B's DC plan: 480 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Electrical Workers Pension Fund - Part B

- **Sponsor EIN:** 416052631

- **Sponsor Address:** 2002 LONDON ROAD, DULUTH, MN, 558122144

- **Plan Type:** DC

- **Total Participants:** 480

- **Total Assets:** $189.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|480|$189.7M|$6.3M|$0|

| 2023|472|$169.9M|$6.0M|$0|

| 2022|504|$147.6M|$5.9M|$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|

| MILLIMAN, INC.|NONE|$98,888|—|$98,888|

| TRANSAMERICA RETIREMENT SOLUTIONS|NONE|$42,771|—|$42,771|

| MATRIX TRUST COMPANY|NONE|$20,010|—|$20,010|

| SAGEVIEW ADVISORY GROUP|NONE|$17,760|—|$17,760|

| LEGACY PROFESSIONALS LLP|NONE|$16,476|—|$16,476|

| WILSON-MCSHANE CORPORATION|NONE|$8,499|—|$8,499|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — NONE

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — NONE

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [SAGEVIEW ADVISORY GROUP](https://planprovider.pro/provider/sageview-advisory-group) — NONE

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $204,404

- **Estimated Expense Ratio:** 0.108% 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|$222,949|$60,531|$6,600|$16,476|—|

| 2023|$215,231|$60,553|$6,600|$16,035|—|

| 2022|$213,442|$80,259|$84,240|—|$24,871|

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