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

> Board Of Trustees Electrical Workers Pension Fund&#39;s DB plan: 576 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

- **Sponsor EIN:** 416052631

- **Sponsor Address:** 2002 LONDON ROAD, ROOM 300, DULUTH, MN, 558122144

- **Plan Type:** DB

- **Total Participants:** 576

- **Total Assets:** $102.5M

## 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|576|$102.5M|$6.0M|$0|

| 2023|593|$93.8M|$6.0M|$0|

| 2022|584|$81.5M|$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|

| WILSON-MCSHANE CORPORATION|NONE|$184,882|—|$184,882|

| TRANSAMERICA RETIREMENT SOLUTIONS|NONE|$35,464|—|$35,464|

| UNITED ACTUARIAL SERVICES, INC.|NONE|$25,700|—|$25,700|

| LEGACY PROFESSIONALS LLP|NONE|$18,538|—|$18,538|

| WELLS FARGO|NONE|$14,789|—|$14,789|

| ANDREW, BRANSKY & POOLE, P.A|NONE|$8,896|—|$8,896|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — 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:** $288,269

- **Estimated Expense Ratio:** 0.281% 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|$363,788|$35,464|$183,000|$18,538|—|

| 2023|$337,777|$35,852|$177,600|$17,535|—|

| 2022|$359,587|$36,120|$172,800|—|$70,002|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-electrical-workers-pension-fund-plan)

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