# Board Of Trustees Of Ibew Local 139 Pension DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-ibew-local-139-pension-516029960-001

> Board Of Trustees Of Ibew Local 139 Pension's DB plan: 217 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 Local 139 Pension

- **Sponsor EIN:** 516029960

- **Sponsor Address:** 415 WEST SECOND STREET, ELMIRA, NY, 149012416

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 217

- **Total Assets:** $52.8M

## 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|217|$52.8M|$3.3M|$0|

| 2023|215|$47.5M|$3.1M|$0|

| 2022|214|$44.3M|$2.6M|$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|

| IPS|Other Service Provider|$47,500|—|$47,500|

| HGK TRINITY STREET INTERNATIONAL FU|Other Service Provider|$47,165|—|$47,165|

| HAMILTON|Other Service Provider|$46,874|—|$46,874|

| MANNING & NAPIER ADVISORS, INC.|Other Service Provider|$40,035|—|$40,035|

| ASB CAPITAL COMPANY|Other Service Provider|$32,797|—|$32,797|

| MENGEL, METZGER, BARR & CO. LLP|Auditor|$29,000|—|$29,000|

| BLITMAN & KING|ERISA Attorney|$22,422|—|$22,422|

| JP MORGAN|Recordkeeper|$21,063|—|$21,063|

| MCCARTHY & ASSOCIATES|Other Service Provider|$11,562|—|$11,562|

| ULLICO|Recordkeeper|$6,746|—|$6,746|

| BANK OF LABOR|Other Service Provider|$5,311|—|$5,311|

### Verified Provider Profiles

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

- [MENGEL, METZGER, BARR & CO. LLP](https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp) — Auditor

- [JP MORGAN](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [ULLICO](https://planprovider.pro/provider/the-vanguard-group-inc) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $310,475

- **Estimated Expense Ratio:** 0.588% 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|$478,864|$245,966|—|$29,000|—|

| 2023|$467,395|$225,061|—|$27,700|—|

| 2022|$559,329|$325,942|—|—|$98,772|

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