Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Ibew Vacation Fund
- Sponsor EIN: 430647886
- Sponsor Address: 5735 ELIZABETH AVENUE, ST. LOUIS, MO, 63110
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 4,078
- Total Assets: $30.1M
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 | 4,078 | $30.1M | $28.7M | $0 |
| 2023 | 4,174 | $27.6M | $26.6M | $0 |
| 2022 | 4,194 | $24.2M | $24.2M | $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 |
|---|---|---|---|---|
| IBEW-NECA SERVICE CENTER | Other Service Provider | $139,526 | — | $139,526 |
| ANDERS MINKLER HUBER HELM LLP | Auditor | $42,673 | — | $42,673 |
| COMMERCE BANK | Other Service Provider | $40,719 | — | $40,719 |
| MARQUETTE & ASSOCIATES | Other Service Provider | $7,500 | — | $7,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER HELM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $230,418
- Estimated Expense Ratio: 0.764% 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 | $252,478 | $7,500 | — | $42,673 | — |
| 2023 | $282,461 | $40,691 | $97,905 | $32,659 | — |
| 2022 | $184,672 | $35,593 | — | — | $31,322 |