# Board Of Trustees, International Brotherhood Of DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-international-brotherhood-of-936074829-001

> Board Of Trustees, International Brotherhood Of's DC plan: 31,265 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/trucker-huss-apc) — ERISA Attorney

- [WITHUM SMITH AND BROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [IBEW LOCAL 234 H&W PLAN](https://planprovider.pro/provider/employee-fiduciary) — 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|

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