Plan Snapshot
- Plan Sponsor: Board Of Trustees, International Brotherhood Of
- Sponsor EIN: 936074829
- Sponsor Address: PO BOX 4148, PORTLAND, OR, 97208
- Plan Type: DC
- 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. |
|---|---|---|---|---|
| 2025 | 31,265 | $2.5B | $0 | $0 |
| 2024 | 29,760 | $2.3B | $0 | $0 |
| 2023 | 28,784 | $1.9B | $0 | $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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | $26,300 | — | $26,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,300
- Estimated Expense Ratio: 0.001% 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 |
|---|---|---|---|---|---|
| 2025 | $1,689,801 | $104,346 | $959,087 | $26,300 | — |
| 2024 | $1,736,363 | $92,249 | $936,722 | $25,140 | — |
| 2023 | $1,822,756 | $90,000 | $893,987 | — | $491,036 |