# Board Of Trustees Ibew Local Union 163 Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-ibew-local-union-163-health-and-welfare-fund-236390518-501

> Board Of Trustees Ibew Local Union 163 Health And Welfare Fund's Health & Welfare plan: 311 participants, plan year 2024 financials, providers, and benchmark…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Ibew Local Union 163 Health And Welfare Fund

- **Sponsor EIN:** 236390518

- **Sponsor Address:** 830 BEAR TOWN ROAD, WEST TRENTON, NJ, 08628

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 311

- **Total Assets:** $17.3M

## 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|311|$17.3M|$12.8M|$36,159|

| 2023|299|$12.6M|$5.6M|$41,717|

| 2022|304|$10.5M|$6.3M|$40,435|

## 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|

| AETNA LIFE INSURANCE COMPANY|Other Service Provider|$140,625|—|$140,625|

| HORTON (MARSH MCLENNAN)|Investment Advisor|$72,250|—|$72,250|

| IE SHAFFER|Other Service Provider|$44,063|—|$44,063|

| CALIBRE CPA GROUP, PLLC|Auditor|$32,384|—|$32,384|

| MARINER INSTITUTIONAL, LLC|Other Service Provider|$25,000|—|$25,000|

| MEYER UNKOVIC & SCOTT LLP|ERISA Attorney|$23,239|—|$23,239|

| LOGAN, METTLEY & NEWCOMER, PLC|Other Service Provider|$12,970|—|$12,970|

| KANG HAGGERTY & FETBROYT LLC|Other Service Provider|$11,000|—|$11,000|

| DELTA DENTAL|Other Service Provider|$7,723|—|$7,723|

### Verified Provider Profiles

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

- [HORTON (MARSH MCLENNAN)](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

- [MEYER UNKOVIC & SCOTT LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $369,254

- **Estimated Expense Ratio:** 2.139% 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|$6,382,697|$25,000|$44,063|$32,384|—|

| 2023|$324,403|$29,074|$47,917|$26,999|—|

| 2022|$299,256|$27,427|$47,588|—|$133,667|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-ibew-local-union-163-health-and-welfare-fund-236390518-501)

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