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

> Board Of Trustees Of Ibew Local Union No. 527 Pension Plan's DB plan: 113 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 Pension Plan

- **Sponsor EIN:** 746213086

- **Sponsor Address:** 2509 FM 2004, TEXAS CITY, TX, 77591

- **Plan Type:** DB

- **Total Participants:** 113

- **Total Assets:** $11.2M

## 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|113|$11.2M|$573,794|$0|

| 2023|135|$10.4M|$720,775|$0|

| 2022|154|$9.3M|$657,052|$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|

| EDWARDS AND LEATHERS, P.C.|Auditor|$10,699|—|$10,699|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,699

- **Estimated Expense Ratio:** 0.095% 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|$259,832|$49,876|—|$10,699|—|

| 2023|$219,131|$44,555|—|$9,000|—|

| 2022|$225,813|$44,976|—|—|$61,379|

## Similar Plans

- [Sungrid Us LP](https://planprovider.pro/companies/sungrid-us-lp-401k-plan) — 114 participants

- [4c2 Electrical Associates, LLC](https://planprovider.pro/companies/4c2-electrical-associates-llc-401k-plan) — 109 participants

- [Pfeiffer & Son, Ltd.](https://planprovider.pro/companies/pfeiffer-son-ltd-plan-001) — 107 participants

- [Hjd Capital Electric, INC.](https://planprovider.pro/companies/hjd-capital-electric-inc-plan-001) — 126 participants

- [Gcats Investments LLC](https://planprovider.pro/companies/gcats-investments-llc-401k-plan) — 127 participants

- [Able Electric Service, INC.](https://planprovider.pro/companies/able-electric-service-inc-401k-plan) — 127 participants

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

© 2026 PlanProvider.Pro