Plan Snapshot
- Plan Sponsor: Board Of Trustees I.B.E.W. Local 25 Pension Fund
- Sponsor EIN: 116038558
- Sponsor Address: 372 VANDERBILT MOTOR PARKWAY, HAUPPAUGE, NY, 117885133
- Plan Type: DB
- Total Participants: 1,431
- Total Assets: $324.0M
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 | 1,431 | $324.0M | $16.8M | $0 |
| 2023 | 1,677 | $298.9M | $15.8M | $0 |
| 2022 | 1,656 | $274.6M | $15.2M | $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 |
|---|---|---|---|---|
| PRUDENTIAL INSURANCE CO. OF AMERICA | NONE | $148,575 | — | $148,575 |
| PANAGORA ASSET MANAGEMENT | NONE | $126,795 | — | $126,795 |
| BANK OF NEW YORK MELLON | NONE | $112,849 | — | $112,849 |
| SEGAL MARCO ADVISORS | NONE | $75,721 | — | $75,721 |
| LSV ASSET MANAGEMENT | NONE | $69,138 | — | $69,138 |
| LOOMIS SAYLES TRUST COMPANY, LLC | NONE | $67,653 | — | $67,653 |
| ULLICO INVESTMENT ADVISORS LLC | NONE | $59,437 | — | $59,437 |
| CBIZ RETIREMENT PLAN SERVICES | NONE | $57,000 | — | $57,000 |
| SCHULTHEIS & PANETTIERI, LLP | NONE | $50,100 | — | $50,100 |
| ARCHER, BYINGTON, GLENNON & LEVINE | ATTORNEY | $25,850 | — | $25,850 |
| BERARD & ASSOCIATES, CPA'S PC | NONE | $5,400 | — | $5,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $798,518
- Estimated Expense Ratio: 0.246% 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 | $1,666,029 | $804,952 | $148,575 | $46,000 | — |
| 2023 | $1,189,732 | $503,855 | $79,160 | $46,400 | — |
| 2022 | $1,416,364 | $664,004 | — | — | $152,992 |