# Board Of Trustees Of Ibew Vacation Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-ibew-vacation-fund-430647886-501

> Board Of Trustees Of Ibew Vacation Fund's Health & Welfare plan: 4,078 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 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](https://planprovider.pro/provider/anders-minkler-huber-and-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|

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