Plan Snapshot
- Plan Sponsor: Board Of Trustees-Ibew Local 701 Vacation Trust Fund
- Sponsor EIN: 362942688
- Sponsor Address: 28600 BELLA VISTA PARKWAY, WARRENVILLE, IL, 60555
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 1,446
- Total Assets: $4.2M
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 | 1,446 | $4.2M | $13.7M | $0 |
| 2023 | 1,453 | $4.4M | $14.5M | $0 |
| 2022 | 1,362 | $4.2M | $13.7M | $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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | Auditor | $11,190 | — | $11,190 |
| BMO HARRIS BANK | Other Service Provider | $6,026 | — | $6,026 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,216
- Estimated Expense Ratio: 0.407% 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 | $52,650 | — | — | $11,190 | — |
| 2023 | $48,262 | — | — | $12,740 | — |
| 2022 | $47,417 | $4,831 | — | — | $16,379 |