Plan Snapshot
- Plan Sponsor: Board Of Trustees, Ibew 125 - Pge Health And
- Sponsor EIN: 931204757
- Sponsor Address: PMB #116 5331 S MACADAM, SUITE 258, PORTLAND, OR, 97239
- Plan Type: Health & Welfare
- Plan Number: 508
- Total Participants: 633
- Total Assets: $17.6M
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 | 633 | $17.6M | $13.7M | $2.1M |
| 2023 | 630 | $15.4M | $14.7M | $2.4M |
| 2022 | 656 | $12.9M | $15.2M | $2.8M |
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 |
|---|---|---|---|---|
| REGENCE BLUECROSS BLUESHIELD OF OR | Other Service Provider | $364,902 | — | $364,902 |
| SEGAL CO | Recordkeeper | $167,450 | — | $167,450 |
| BENESYS INC. | Other Service Provider | $146,364 | — | $146,364 |
| MODA | Other Service Provider | $68,627 | — | $68,627 |
| SMART SOURCE LLC | Other Service Provider | $62,174 | — | $62,174 |
| JOSEPH L. REINHART, PC | Other Service Provider | $53,212 | — | $53,212 |
| QUEST INVESTMENT MANAGEMENT INC. | Other Service Provider | $34,722 | — | $34,722 |
| VISION SERVICE PLAN | Other Service Provider | $13,530 | — | $13,530 |
| PLATFORM CPAS | Other Service Provider | $10,788 | — | $10,788 |
| MILLIMAN | Recordkeeper | $10,000 | — | $10,000 |
| WELLS FARGO BANK, N.A | Other Service Provider | $7,662 | — | $7,662 |
| U.S. BANK, NA | Other Service Provider | $7,333 | — | $7,333 |
| HEALTH EQUITY | Other Service Provider | $5,370 | — | $5,370 |
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: $952,134
- Estimated Expense Ratio: 5.406% 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 | $961,597 | $34,722 | $593,423 | $12,538 | — |
| 2023 | $980,086 | $27,417 | $594,788 | — | — |
| 2022 | $918,206 | $22,198 | $619,168 | — | $224,765 |