# Board Of Trustees Of Ibew Local Union No. 527 Annuity Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-ibew-local-union-no-527-annuity-plan-plan

> Board Of Trustees Of Ibew Local Union No. 527 Annuity Plan's DC plan: 350 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 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](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:** $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|

## Similar Plans

- [Alterman Group, INC.](https://planprovider.pro/companies/alterman-group-inc-plan-001) — 356 participants

- [Standard Utility Construction, INC.](https://planprovider.pro/companies/standard-utility-construction-inc-401k-plan) — 371 participants

- [Neca-Ibew Local 584 Pension Plan](https://planprovider.pro/companies/neca-ibew-local-584-pension-plan-plan) — 323 participants

- [Southwest Electrical Contracting Services, Ltd.](https://planprovider.pro/companies/southwest-electrical-contracting-services-ltd-401k-plan) — 316 participants

- [Alterman Group, INC.](https://planprovider.pro/companies/alterman-group-inc-401k-plan) — 392 participants

- [Entech Holding INC.](https://planprovider.pro/companies/entech-holdings-inc-401k-plan) — 406 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-ibew-local-union-no-527-annuity-plan-plan)

© 2026 PlanProvider.Pro