# Board Of Trustees, Ibew Local 332 Health And Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-ibew-local-332-health-and-welfare-946401540-509

> Board Of Trustees, Ibew Local 332 Health And Welfare's Health & Welfare plan: 2,254 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Ibew Local 332 Health And Welfare

- **Sponsor EIN:** 946401540

- **Sponsor Address:** 6800 SANTA TERESA BLVD STE 100, SAN JOSE, CA, 95119

- **Plan Type:** Health & Welfare

- **Plan Number:** 509

- **Total Participants:** 2,254

- **Total Assets:** $167.2M

## 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|2,254|$167.2M|$61.1M|$11.6M|

| 2023|2,310|$157.8M|$58.2M|$11.5M|

| 2022|2,430|$155.3M|$73.4M|$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|

| UNITED ADMINISTRATIVE SERVICES|Other Service Provider|$808,730|—|$808,730|

| KRAW LAW GROUP|Other Service Provider|$350,796|—|$350,796|

| BLUE CROSS|Other Service Provider|$326,080|—|$326,080|

| SMART SOURCE CRITICAL COMMUNICATION|Other Service Provider|$127,130|—|$127,130|

| MILLIMAN|Recordkeeper|$95,000|—|$95,000|

| EIDE BAILLY LLP|Auditor|$74,925|—|$74,925|

| FIRST DENTAL HEALTH|Other Service Provider|$56,693|—|$56,693|

| MILLER KAPLAN ARASE LLP|Auditor|$50,782|—|$50,782|

| VOYA INVESTMENT MANAGEMENT|Other Service Provider|$49,647|—|$49,647|

| LOOMIS SAYLES|Other Service Provider|$45,939|—|$45,939|

| BEAT IT|Other Service Provider|$43,105|—|$43,105|

| PSG CONSULTING LLC|Other Service Provider|$42,600|—|$42,600|

| ALLIANCE BERNSTEIN|Other Service Provider|$36,189|—|$36,189|

| INVESTMENT PERFORMANCE SERVICES LLC|Other Service Provider|$35,063|—|$35,063|

| PARAMETRIC PORTFOLIO ASSOCIATES LLC|Other Service Provider|$17,998|—|$17,998|

| MAXOR PLUS, LTD.|Other Service Provider|$17,904|—|$17,904|

| POST ADVISORY GROUP, LLC|Other Service Provider|$14,224|—|$14,224|

| MATRIX TRUST COMPANY|Recordkeeper|$13,981|—|$13,981|

| NATIONAL INVESTMENT SERVICES OF AME|Other Service Provider|$13,315|—|$13,315|

| IBEW LOCAL 332|Other Service Provider|$13,056|—|$13,056|

| SEGAL MARCO ADVISORS|Other Service Provider|$6,250|—|$6,250|

### Verified Provider Profiles

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

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

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,239,407

- **Estimated Expense Ratio:** 1.339% 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|$2,554,713|$218,625|$808,730|$50,782|—|

| 2023|$2,376,198|$194,871|$750,986|$50,364|—|

| 2022|$2,198,215|$201,446|$1,314,121|—|$394,321|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-ibew-local-332-health-and-welfare-946401540-509)

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