Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Electrical Workers Benefit Trust Fund
- Sponsor EIN: 350851694
- Sponsor Address: 1828 N. MERIDIAN STREET, SUITE 103, INDIANAPOLIS, IN, 46202
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,634
- Total Assets: $214.0M
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 | 2,634 | $214.0M | $51.7M | $2.7M |
| 2023 | 2,135 | $187.2M | $44.8M | $2.8M |
| 2022 | 2,057 | $158.5M | $38.5M | $3.9M |
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 |
|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. | Other Service Provider | $1,347,812 | — | $1,347,812 |
| HELLO HEART | Other Service Provider | $237,258 | — | $237,258 |
| CONIFER | Other Service Provider | $226,160 | — | $226,160 |
| SWORD HEALTH | Other Service Provider | $194,630 | — | $194,630 |
| LAURA DUKE | Other Service Provider | $130,330 | — | $130,330 |
| UNITED ACTUARIAL SERVICES | Other Service Provider | $130,114 | — | $130,114 |
| DELTA DENTAL PLAN OF INDIANA | Other Service Provider | $124,725 | — | $124,725 |
| PNC BANK | Other Service Provider | $121,256 | — | $121,256 |
| BRIDGEWAY BENEFIT TECHNOLOGES, LLC | Other Service Provider | $94,149 | — | $94,149 |
| KARA FUNK | Other Service Provider | $87,132 | — | $87,132 |
| WHITNEY KING | Other Service Provider | $81,657 | — | $81,657 |
| AMY SCHEIBLE | Other Service Provider | $76,050 | — | $76,050 |
| DAVID RAY | Recordkeeper | $68,824 | — | $68,824 |
| SIERRA | Other Service Provider | $67,205 | — | $67,205 |
| JULIE BOWEN | Other Service Provider | $66,557 | — | $66,557 |
| LISA SMITH | Other Service Provider | $62,985 | — | $62,985 |
| LEDBETTER PARTNERS LLC | Other Service Provider | $62,178 | — | $62,178 |
| DEROY & DEVEREAUX | Other Service Provider | $56,386 | — | $56,386 |
| LINDSEY WHEELER | Other Service Provider | $52,636 | — | $52,636 |
| FARR MILLER & WASHINGTON | Other Service Provider | $50,498 | — | $50,498 |
| LEGACY PROFESSIONALS LLP | Auditor | $35,573 | — | $35,573 |
| TRILOGY CONSULTING GROUP INC | Other Service Provider | $35,000 | — | $35,000 |
| SAVRX | Other Service Provider | $34,650 | — | $34,650 |
| MARINER INSTITUTIONAL LLC | Other Service Provider | $34,000 | — | $34,000 |
| SEGAL CONSULTING | Other Service Provider | $25,000 | — | $25,000 |
| PART D ADVISORS | Other Service Provider | $20,899 | — | $20,899 |
| NATIONAL INVESTMENT SERVICES LLC | Other Service Provider | $11,790 | — | $11,790 |
| MEDEXPERT INTERNATIONAL, INC. | Other Service Provider | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,541,454
- Estimated Expense Ratio: 1.655% 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 | $1,809,801 | $219,879 | — | $34,000 | — |
| 2023 | $1,474,892 | $168,813 | — | $33,300 | — |
| 2022 | $1,421,627 | $242,742 | — | — | $181,121 |