# Board Of Trustees, Ibew 125 - Pge Health And Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-ibew-125-pge-health-and-931204757-508

> Board Of Trustees, Ibew 125 - Pge Health And's Health & Welfare plan: 633 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, 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:

- [SEGAL CO](https://planprovider.pro/provider/milliman) — Recordkeeper

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Recordkeeper

## 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|

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