Plan Snapshot
- Plan Sponsor: Board Of Trustees Ibew Local Union No. 861 Pension And Retirement Fund
- Sponsor EIN: 720575303
- Sponsor Address: 3000 HIGHWAY 90 E, LAKE CHARLES, LA, 706153636
- Plan Type: DB
- Total Participants: 280
- Total Assets: $60.6M
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 | 280 | $60.6M | $3.5M | $0 |
| 2023 | 313 | $55.3M | $2.9M | $0 |
| 2022 | 305 | $49.6M | $3.1M | $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 |
|---|---|---|---|---|
| LANGLEY WILLIAMS AND COMPANY LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $499,177 | $173,267 | $67,170 | — | — |
| 2023 | $467,825 | $156,672 | $68,567 | — | — |
| 2022 | $540,519 | $180,650 | $68,810 | — | $118,877 |