# Board Of Trustees Of Ibew Local 139 Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-ibew-local-139-welfare-160839767-501

> Board Of Trustees Of Ibew Local 139 Welfare's Health & Welfare plan: 224 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 Welfare

- **Sponsor EIN:** 160839767

- **Sponsor Address:** 415 WEST SECOND STREET, ELMIRA, NY, 14901

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 224

- **Total Assets:** $28.4M

## 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|224|$28.4M|$4.4M|$4,000|

| 2023|242|$26.8M|$4.1M|$12,860|

| 2022|228|$26.9M|$4.1M|$9,262|

## 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|

| EXCELLUS BLUE CROSS BLUE SHIELD|Other Service Provider|$138,917|—|$138,917|

| MANNING & NAPIER ADVISORS, INC.|Other Service Provider|$46,178|—|$46,178|

| BOLTON PARTNERS NORTHEAST, INC.|Other Service Provider|$40,000|—|$40,000|

| ASB CAPITAL COMPANY|Other Service Provider|$38,014|—|$38,014|

| STEPHANIE YOUNG|Other Service Provider|$37,041|—|$37,041|

| KRIS VANFLEET|Other Service Provider|$31,302|—|$31,302|

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

| BLITMAN & KING|Other Service Provider|$25,814|—|$25,814|

| ARISTOTLE CREDIT PARTNERS|Other Service Provider|$15,750|—|$15,750|

| IPS|Other Service Provider|$14,250|—|$14,250|

| JOSEPH MCCARTHY & ASSOCIATES|Other Service Provider|$11,221|—|$11,221|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $427,487

- **Estimated Expense Ratio:** 1.503% 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|$871,891|$116,373|—|$40,413|—|

| 2023|$874,420|$133,557|—|$38,995|—|

| 2022|$810,973|$163,147|—|—|$78,666|

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