# Board Of Trustees-Health & Welfare Fund Ibew Local 96 Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-health-welfare-fund-ibew-local-96-042177839-501

> Board Of Trustees-Health & Welfare Fund Ibew Local 96's Health & Welfare plan: 291 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees-Health & Welfare Fund Ibew Local 96

- **Sponsor EIN:** 042177839

- **Sponsor Address:** ASSOCIATED ADMINISTRATORS, SPARKS, MD, 211526966

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 291

- **Total Assets:** $12.1M

## 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|291|$12.1M|$6.6M|$562,247|

| 2023|269|$10.6M|$5.2M|$443,242|

| 2022|295|$9.6M|$4.7M|$560,448|

## 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|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$102,252|—|$102,252|

| SEGAL ROITMAN, LLP|Other Service Provider|$39,901|—|$39,901|

| DELTA DENTAL OF MA|Other Service Provider|$23,826|—|$23,826|

| SEGAL CONSULTING GROUP|Other Service Provider|$20,257|—|$20,257|

| NOVAK FRANCELLA, LLC|Auditor|$12,046|—|$12,046|

| INTERCONTINENTAL REAL ESTATE|Other Service Provider|$11,060|—|$11,060|

| MODERN ASSISTANCE|Other Service Provider|$10,766|—|$10,766|

| SEGAL MARCO|Other Service Provider|$6,600|—|$6,600|

| THE ANGELL GROUP|Other Service Provider|$5,325|—|$5,325|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $232,033

- **Estimated Expense Ratio:** 1.917% 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|$250,042|$17,660|$136,844|$10,000|—|

| 2023|$234,215|$17,113|$132,108|$9,500|—|

| 2022|$241,036|$8,966|$133,496|—|$77,893|

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