# Board Of Trustees Of Ibew Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-ibew-146030541-501

> Board Of Trustees Of Ibew's Health & Welfare plan: 7 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 Of Ibew

- **Sponsor EIN:** 146030541

- **Sponsor Address:** 1 HUDSON CITY CENTRE, HUDSON, NY, 12534

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 7

- **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|7|$1.1M|$64,578|$0|

| 2023|8|$1.1M|$87,382|$2,928|

| 2022|7|$1.1M|$87,450|$11,188|

## 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|

| UHY ADVISORS, INC.|Other Service Provider|$21,000|—|$21,000|

| HOLM & OHARA LLP|Other Service Provider|$17,000|—|$17,000|

| BPAS ACTUARIAL & PENSION SERVICES|Other Service Provider|$13,500|$3,280|$16,780|

| GOULD, KOBRICK, & SCHLAPP|Auditor|$6,000|—|$6,000|

### Verified Provider Profiles

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

- [GOULD, KOBRICK, & SCHLAPP](https://planprovider.pro/provider/gould-kobrick-and-schlapp-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $60,780

- **Estimated Expense Ratio:** 5.497% 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|$150,732|—|—|—|—|

| 2023|$185,575|—|—|—|—|

| 2022|$174,819|—|—|—|—|

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