# Board Of Trustees Of Ibew Local 716 Pension Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-ibew-local-716-pension-plan-plan-001

> Board Of Trustees Of Ibew Local 716 Pension Plan's DC plan: 2,163 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 716 Pension Plan

- **Sponsor EIN:** 746174676

- **Sponsor Address:** 8441 GULF FREEWAY, SUITE 304, HOUSTON, TX, 77017

- **Plan Type:** DC

- **Total Participants:** 2,163

- **Total Assets:** $220.9M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,163|$220.9M|$4.0M|$0|

| 2023|2,138|$200.8M|$4.0M|$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|

| BENEFIT RESOURCES, INC.|NONE|$210,753|—|$210,753|

| HGK TRINITY|NONE|$204,197|—|$204,197|

| ULLICO|NONE|$92,342|—|$92,342|

| LOOMIS|NONE|$72,004|—|$72,004|

| VOYA|NONE|$68,685|—|$68,685|

| THE SEGAL CO|NONE|$67,548|—|$67,548|

| SEGAL MARCO|NONE|$65,000|—|$65,000|

| NECA SE|NONE|$24,047|—|$24,047|

| PAT FLYNN|NONE|$22,827|—|$22,827|

| EDWARDS AND LEATHERS, P.C.|NONE|$17,500|—|$17,500|

### Verified Provider Profiles

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

- [THE SEGAL CO](https://planprovider.pro/provider/milliman) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $844,903

- **Estimated Expense Ratio:** 0.382% 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|$1,145,278|$567,855|$210,753|$17,500|—|

| 2023|$1,273,877|$647,844|$214,199|$20,656|—|

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