# Board Of Trustees I.B.E.W. Local 769 Mgmt Pension Plan A DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-i-b-e-w-local-769-mgmt-pension-plan-a-plan

> Board Of Trustees I.B.E.W. Local 769 Mgmt Pension Plan A's DB plan: 1,175 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 769 Mgmt Pension Plan A

- **Sponsor EIN:** 866049763

- **Sponsor Address:** 2550 W UNION HILLS DR STE 290, PHOENIX, AZ, 850275198

- **Plan Type:** DB

- **Total Participants:** 1,175

- **Total Assets:** $191.5M

## 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|1,175|$191.5M|$0|$0|

| 2023|963|$158.2M|$0|$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|

| BERRY & CO., CPA'S LTD|Auditor|$42,400|—|$42,400|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $42,400

- **Estimated Expense Ratio:** 0.022% 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|$947,213|$467,595|$176,348|$42,400|—|

| 2023|$548,056|$91,231|$118,771|—|$216,443|

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