# Board Of Trustees I.U.O.E. Local 478 Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-i-u-o-e-local-478-pension-plan-plan

> Board Of Trustees I.U.O.E. Local 478 Pension Plan's DB plan: 2,487 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.U.O.E. Local 478 Pension Plan

- **Sponsor EIN:** 060733831

- **Sponsor Address:** 1965 DIXWELL AVENUE, HAMDEN, CT, 06514

- **Plan Type:** DB

- **Total Participants:** 2,487

- **Total Assets:** $758.6M

## 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|2,487|$758.6M|$34.5M|$0|

| 2023|2,388|$693.9M|$33.3M|$0|

| 2022|2,316|$630.2M|$30.6M|$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|

| SCHULTHEIS & PANETTIERI, LLP|Auditor|$62,000|—|$62,000|

### Verified Provider Profiles

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

- [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $62,000

- **Estimated Expense Ratio:** 0.008% 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|$4,923,323|$3,247,865|$60,805|$62,000|—|

| 2023|$4,573,281|$2,985,485|$57,964|$60,000|—|

| 2022|$4,587,483|$3,144,682|$56,827|—|$352,194|

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