# Board Of Trustees Of Electrical Workers Benefit Trust Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-electrical-workers-benefit-trust-fund-350851694-501

> Board Of Trustees Of Electrical Workers Benefit Trust Fund's 401(k) plan: 2,634 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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