# Board Of Trustees Of Ibew Local 1 Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-ibew-local-1-health-welfare-fund-430678755-501

> Board Of Trustees Of Ibew Local 1 Health & Welfare Fund's Health & Welfare plan: 4,293 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Ibew Local 1 Health & Welfare Fund

- **Sponsor EIN:** 430678755

- **Sponsor Address:** 5735 ELIZABETH AVENUE, ST. LOUIS, MO, 63110

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 4,293

- **Total Assets:** $185.7M

## 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|4,293|$185.7M|$72.7M|$3.7M|

| 2023|4,151|$186.9M|$71.0M|$3.5M|

| 2022|3,962|$181.9M|$67.6M|$3.8M|

## 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-NECA SERVICE CENTER|Other Service Provider|$2,802,879|—|$2,802,879|

| CIGNA HEALTH AND LIFE INSURANCE COM|Other Service Provider|$1,564,468|—|$1,564,468|

| EXPRESS SCRIPTS|Other Service Provider|$1,140,975|—|$1,140,975|

| THE SEGAL COMPANY|Other Service Provider|$255,330|$21,666|$276,996|

| DELTA DENTAL|Other Service Provider|$190,568|—|$190,568|

| COMMERCE BANK|Other Service Provider|$147,341|—|$147,341|

| ZELIS PAYMENTS HOLDINGS LLC|Other Service Provider|$133,895|—|$133,895|

| EVERNORTH BEHAVIORAL HEALTH|Other Service Provider|$106,103|—|$106,103|

| SHELTON CAPITAL MANGEMENT|Other Service Provider|$101,770|—|$101,770|

| ANDERS MINKLER HUBER HELM LLP|Auditor|$78,098|—|$78,098|

| SCHUCHAT, COOK & WERNER|ERISA Attorney|$50,845|—|$50,845|

| INK SPOT|Other Service Provider|$32,348|—|$32,348|

| MARQUETTE ASSOCIATES|Other Service Provider|$25,000|—|$25,000|

| STATE STREET GLOBAL ADVISORS|Other Service Provider|$21,200|—|$21,200|

| SDA, INCORPORATED|Other Service Provider|$16,033|—|$16,033|

| RED-CARD SYSTEMS LLC|Other Service Provider|$11,598|—|$11,598|

| ALLEN BATES TECHNOLOGIES INC.|Other Service Provider|$5,060|—|$5,060|

| A&S FINANCIAL SERVICES|Other Service Provider|$5,016|—|$5,016|

| SUSAN L PORTAS|Other Service Provider|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [ANDERS MINKLER HUBER HELM LLP](https://planprovider.pro/provider/anders-minkler-huber-and-helm-llp) — Auditor

- [SCHUCHAT, COOK & WERNER](https://planprovider.pro/provider/schuchat-cook-and-werner) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,715,193

- **Estimated Expense Ratio:** 3.616% 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|$4,524,483|$416,619|—|$83,098|—|

| 2023|$3,506,876|$451,826|—|$95,037|—|

| 2022|$2,956,319|$471,988|—|—|$268,324|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-ibew-local-1-health-welfare-fund-430678755-501)

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