# Board Of Trustees Of Carolinas Electrical Workers Vacation Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-carolinas-electrical-workers-vacation-fund-861444655-501

> Board Of Trustees Of Carolinas Electrical Workers Vacation Fund's Health & Welfare plan: 1,978 participants, plan year 2024 financials, providers, and benchm…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Carolinas Electrical Workers Vacation Fund

- **Sponsor EIN:** 861444655

- **Sponsor Address:** 2010 NW 150TH AVE, PEMBROKE PINES, FL, 33028

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,978

- **Total Assets:** $1.1M

## 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|1,978|$1.1M|$1.9M|$0|

| 2023|1,468|$425,465|$857,241|$0|

| 2022|1,820|$307,764|$657,460|$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|

| CALIBRE CPA GROUP, PLLC|Auditor|$11,300|—|$11,300|

| COMPUSYS|Other Service Provider|$8,400|—|$8,400|

| US BANK|Other Service Provider|$6,527|—|$6,527|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $26,227

- **Estimated Expense Ratio:** 2.494% 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|$36,236|—|—|$11,300|—|

| 2023|$29,749|—|—|$10,500|—|

| 2022|$24,400|—|—|—|$24,400|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-carolinas-electrical-workers-vacation-fund-861444655-501)

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