Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Ibew Local Union No. 527 Annuity Plan
- Sponsor EIN: 742091530
- Sponsor Address: 2509 FM 2004, TEXAS CITY, TX, 77591
- Plan Type: DC
- Total Participants: 350
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 350 | $15.7M | $344,751 | $106,251 |
| 2023 | 604 | $15.0M | $397,046 | $54,127 |
| 2022 | 370 | $13.6M | $324,882 | $86,400 |
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 |
|---|---|---|---|---|
| OPPENHEIMER LIFE AGENCY LTD | NONE | — | $28,062 | $28,062 |
| EDWARDS AND LEATHERS, P.C. | NONE | $15,185 | — | $15,185 |
| BENEFIT RESOURCES, INC. | NONE | $13,480 | — | $13,480 |
| ROBEIN, URANN, SPENCER, PICARD, CAN | NONE | $9,303 | — | $9,303 |
| THE SEGAL CO | NONE | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE SEGAL CO — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,030
- Estimated Expense Ratio: 0.472% 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 | $201,167 | $131,756 | $13,480 | $15,185 | — |
| 2023 | $183,869 | $125,268 | — | $14,500 | — |
| 2022 | $112,396 | $56,932 | — | — | $43,501 |