# Board Of Trustees Local No. 840 Ibew Health Insurance Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-no-840-ibew-health-insurance-plan-331118241-503

> Board Of Trustees Local No. 840 Ibew Health Insurance Plan's Health & Welfare plan: 152 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Local No. 840 Ibew Health Insurance Plan

- **Sponsor EIN:** 331118241

- **Sponsor Address:** PO BOX 851, GENEVA, NY, 14456

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 152

- **Total Assets:** $7.3M

## 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|152|$7.3M|$4.7M|$111,105|

| 2023|141|$6.3M|$4.0M|$103,087|

| 2022|135|$5.1M|$3.4M|$96,984|

## 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 840 PENSION FUND|Other Service Provider|$97,951|—|$97,951|

| BONADIO & CO., LLP|Auditor|$14,050|—|$14,050|

| LIFETIME BENEFIT SOLUTIONS|Other Service Provider|$7,791|—|$7,791|

| UBS FINANCIAL SERVICES, INC.|Investment Advisor|$6,932|—|$6,932|

| ROBERT PIZZO, ESQ.|Other Service Provider|$5,610|—|$5,610|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/ubs-financial-services-inc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $132,334

- **Estimated Expense Ratio:** 1.803% 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|$140,727|$6,932|$7,791|$14,050|—|

| 2023|$119,380|$5,217|—|$13,950|—|

| 2022|$120,490|—|—|—|$29,498|

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