# Board Of Trustees, Ibew Local Union No. 99 Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-ibew-local-union-no-99-health-and-welfare-fund-050264126-501

> Board Of Trustees, Ibew Local Union No. 99 Health And Welfare Fund's Health & Welfare plan: 739 participants, plan year 2024 financials, providers, and bench…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Ibew Local Union No. 99 Health And Welfare Fund

- **Sponsor EIN:** 050264126

- **Sponsor Address:** 22 AMFLEX DRIVE, CRANSTON, RI, 02921

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 739

- **Total Assets:** $22.5M

## 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|739|$22.5M|$15.8M|$75,896|

| 2023|786|$20.8M|$13.3M|$82,884|

| 2022|743|$18.9M|$11.1M|$81,729|

## 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|

| IBEW LOCAL NUMBER 99|Recordkeeper|$165,492|—|$165,492|

| WARD, FISHER AND COMPANY LLP|Other Service Provider|$101,275|—|$101,275|

| BOSTON INVESTMENT AND TRUST|Other Service Provider|$70,379|—|$70,379|

| GALLAGHER BENEFIT SERVICES, INC.|Other Service Provider|$42,500|—|$42,500|

| SEGAL COMPANY|Actuary|$25,000|—|$25,000|

| RODIO AND URSILLO LTD.|ERISA Attorney|$23,274|—|$23,274|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $427,920

- **Estimated Expense Ratio:** 1.905% 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|$474,129|$70,379|$165,492|$101,275|—|

| 2023|$450,315|$64,875|$159,214|$91,150|—|

| 2022|$410,266|$65,035|$167,248|—|$90,776|

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