# Board Of Trustees I.B.E.W. Local 25 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-i-b-e-w-local-25-pension-fund-plan

> Board Of Trustees I.B.E.W. Local 25 Pension Fund's DB plan: 1,431 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 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:

- [PRUDENTIAL INSURANCE CO. OF AMERICA](https://planprovider.pro/provider/empower) — NONE

- [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — NONE

## 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|

## Similar Plans

- [Ibew Local 363 Money Purchase Pension Plan](https://planprovider.pro/companies/ibew-local-363-money-purchase-pension-plan-plan) — 1,155 participants

- [The Building Industry Electrical Contractors Association, INC.](https://planprovider.pro/companies/the-building-industry-electrical-contractors-association-inc-plan-001) — 921 participants

- [The Building Industry Electrical Contractors Association, INC.](https://planprovider.pro/companies/the-building-industry-electrical-contractors-association-inc-plan-002) — 905 participants

- [Ibew Lu 363 Pension](https://planprovider.pro/companies/ibew-lu-363-pension-plan) — 721 participants

- [Board Of Trustees Of Ibew Local 840 Annuity Fund](https://planprovider.pro/companies/board-of-trustees-of-ibew-local-840-annuity-fund-plan) — 536 participants

- [Board Of Trust Of The Annuity Fd Of The Electrical Industry Of Li](https://planprovider.pro/companies/board-of-trust-of-the-annuity-fd-of-the-electrical-industry-of-li-plan) — 2,390 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-i-b-e-w-local-25-pension-fund-plan)

© 2026 PlanProvider.Pro