# Board Of Trustees, Locals 302 & 612 Of The Iuoe - DB Plan Source: https://planprovider.pro/companies/board-of-trustees-lo-302-612-of-the-iuoe-employers-const-ind-plan > Board Of Trustees, Locals 302 & 612 Of The Iuoe -'s DB plan: 7,978 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, Locals 302 & 612 Of The Iuoe - - **Sponsor EIN:** 916028571 - **Sponsor Address:** PO BOX 34203, SEATTLE, WA, 98124 - **Plan Type:** DB - **Total Participants:** 7,978 - **Total Assets:** $3.3B ## 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|7,978|$3.3B|$225.4M|$0| | 2023|8,695|$3.1B|$217.8M|$0| | 2022|8,339|$2.8B|$197.5M|$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| | WA CAPITAL MANAGEMENT, INC.|NONE|$2,845,773|—|$2,845,773| | WELFARE & PENSION ADMIN SERVICE INC|NONE|$1,994,813|—|$1,994,813| | THE UNION LABOR LIFE INSURANCE CO|NONE|$1,170,672|—|$1,170,672| | LSV ASSET MANAGEMENT|NONE|$552,973|—|$552,973| | BOSTON TRUST|NONE|$433,751|—|$433,751| | SEGAL ADVISORS, INC|NONE|$415,486|—|$415,486| | PIMCO|NONE|$391,511|—|$391,511| | WESTERN ASSET MANAGEMENT CO|NONE|$324,869|—|$324,869| | PRUDENTIAL TRUST COMPANY|NONE|$287,858|—|$287,858| | LOOMIS, SAYLES & COMPANY, LP|NONE|$281,641|—|$281,641| | FRANKLIN TEMPLTON|NONE|$281,601|—|$281,601| | CHEVY CHASE TRUST INVESTMENT ADVISO|NONE|$220,872|—|$220,872| | PARAMETRIC PORTFOLIO ASSOCIATES LLC|NONE|$194,446|—|$194,446| | RAEL & LETSON|NONE|$183,363|—|$183,363| | PNC BANK|NONE|$178,323|—|$178,323| | STERLING CAPITAL MGMT LLC|NONE|$134,424|—|$134,424| | BRANDYWINE GLOBAL INVESTMENT MGMT|NONE|$124,607|—|$124,607| | BARLOW, COUGHRAN, MORALES JOSEPHSON|NONE|$122,823|—|$122,823| | GUGGENHEIM PARTNERS INV. MGMT, LLC|NONE|$119,879|—|$119,879| | TURNER, STOEVE & GAGLIARDI, P.S.|NONE|$119,718|—|$119,718| | STATE STREET GLOBAL ADVISOR|NONE|$97,383|—|$97,383| | MILLER KAPLAN ARASE LLP|NONE|$84,500|—|$84,500| | ALLIANCE BERNSTEIN LP|NONE|$84,416|—|$84,416| | ANASTASI MOORE & MARTIN, LLC|NONE|$53,114|—|$53,114| | WITHUMSMITH+BROWN PC|NONE|$7,671|—|$7,671| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [THE UNION LABOR LIFE INSURANCE CO](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE - [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — NONE - [ANASTASI MOORE & MARTIN, LLC](https://planprovider.pro/provider/anastasi-moore-and-martin-pllc) — NONE - [WITHUMSMITH+BROWN PC](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $10,706,487 - **Estimated Expense Ratio:** 0.322% 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|$11,980,809|$7,962,162|$1,869,848|$84,500|—| | 2023|$12,026,581|$8,423,178|$1,762,091|$80,500|—| | 2022|$11,646,487|$8,272,223|$1,691,198|—|$693,554| ## Similar Plans - [Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees](https://planprovider.pro/companies/defined-contrib-pl-agc-iuoe-local-701-pension-trust-fund-trustees-plan) — 4,274 participants - [Prime Line Utility Services, LLC](https://planprovider.pro/companies/prime-line-utility-services-llc-401k-plan) — 2,235 participants - [Board Of Trustees Agc-Iuoe Local Of Agc-Iuoe Local 701 Pension Trust](https://planprovider.pro/companies/board-of-trustees-agc-iuoe-local-701-pension-trust-fund-plan) — 1,882 participants - [Naes Corporation](https://planprovider.pro/companies/naes-corporation-401k-plan-001) — 1,228 participants - [Cascade Drilling LP, And Its Subsidiaries](https://planprovider.pro/companies/cascade-drilling-lp-and-its-subsidiaries-401k-plan) — 791 participants - [Tapani, INC.](https://planprovider.pro/companies/tapani-inc-401k-plan) — 620 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-lo-302-612-of-the-iuoe-employers-const-ind-plan) © 2026 PlanProvider.Pro