# Board Of Trustees-Ibew Local 701 Vacation Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-ibew-local-701-vacation-trust-fund-362942688-502

> Board Of Trustees-Ibew Local 701 Vacation Trust Fund's Health & Welfare plan: 1,446 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 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-ibew-local-701-vacation-trust-fund-362942688-502)

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