Plan Snapshot
- Plan Sponsor: Board Of Trustees, International Brotherhood Of
- Sponsor EIN: 936074829
- Sponsor Address: PO BOX 4148, PORTLAND, OR, 97208
- Plan Type: DC
- Plan Number: 001
- Total Participants: 31,265
- Total Assets: $2.5B
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 31,265 | $2.5B | $128.8M | $0 |
| 2023 | 29,760 | $2.3B | $124.9M | $0 |
| 2022 | 28,784 | $1.9B | $122.8M | $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 |
|---|---|---|---|---|
| JOSEPH H. HERRLE & ASSOCIATES | Other Service Provider | $716,425 | — | $716,425 |
| WC EARHART | Other Service Provider | $242,662 | — | $242,662 |
| PRINCIPAL LIFE INSURANCE CO. | Other Service Provider | $132,289 | — | $132,289 |
| ALAN BILLER & ASSOCIATES | ERISA Attorney | $95,971 | — | $95,971 |
| WITHUM SMITH AND BROWN | Auditor | $94,239 | — | $94,239 |
| BROWNSTEIN RASK LLP | Other Service Provider | $50,344 | — | $50,344 |
| OREGON-COLUMBIA CHAPTER NECA | Other Service Provider | $40,619 | — | $40,619 |
| MILLER KAPLAN ARASE LLP | Auditor | $35,715 | — | $35,715 |
| BRIDGETOWN PRINTING | Other Service Provider | $8,911 | — | $8,911 |
| WELLS FARGO BANK | Other Service Provider | $8,385 | — | $8,385 |
| LOOMIS, SAYLES & COMPANY, L.P. | Other Service Provider | $8,375 | — | $8,375 |
| IBEW LOCAL 234 H&W PLAN | Recordkeeper | $7,835 | — | $7,835 |
| HARRISON ELECTRICAL WKRS HEALTH TR | Other Service Provider | $6,961 | — | $6,961 |
| UNION DATA SYSTEMS, INC. | Other Service Provider | $6,141 | — | $6,141 |
| BARLOW COUGHRAN, P.S. | Other Service Provider | $5,757 | — | $5,757 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALAN BILLER & ASSOCIATES — ERISA Attorney
- WITHUM SMITH AND BROWN — Auditor
- MILLER KAPLAN ARASE LLP — Auditor
- IBEW LOCAL 234 H&W PLAN — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,460,629
- Estimated Expense Ratio: 0.059% 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 | $1,689,801 | $104,346 | $959,087 | $26,300 | — |
| 2023 | $1,736,363 | $92,249 | $936,722 | $25,140 | — |
| 2022 | $1,822,756 | $90,000 | $893,987 | — | $491,036 |