Plan Snapshot
- Plan Sponsor: Board Of Trustees Of International Brotherhood Of Elec. Workers 683
- Sponsor EIN: 316084152
- Sponsor Address: 5735 ELIZABETH AVENUE, ST. LOUIS, MO, 63110
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,756
- Total Assets: $67.4M
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 | 2,756 | $67.4M | $56.9M | $3.1M |
| 2023 | 2,176 | $46.9M | $40.0M | $2.8M |
| 2022 | 1,976 | $35.4M | $37.5M | $2.7M |
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 |
|---|---|---|---|---|
| MEDICAL MUTUAL OF OHIO | Other Service Provider | $1,139,415 | — | $1,139,415 |
| IBEW NECA SERVICE CENTER | Other Service Provider | $282,992 | — | $282,992 |
| SEGAL GROUP | Other Service Provider | $208,747 | — | $208,747 |
| ALLOTTA FARLEY CO LPA | Other Service Provider | $115,843 | — | $115,843 |
| DELTA DENTAL PLAN OF OHIO INC | Other Service Provider | $102,843 | — | $102,843 |
| DGPERRY, PLLC | Auditor | $53,667 | — | $53,667 |
| WEX HEALTH | ERISA Attorney | $37,118 | — | $37,118 |
| SEGAL MACRO ADVISORS | Other Service Provider | $20,000 | — | $20,000 |
| CHEVY CHASE TRUST | Other Service Provider | $12,856 | — | $12,856 |
| THE INKSPOT, INC. | Other Service Provider | $11,680 | — | $11,680 |
| CUNI, RUST & STRENK | Other Service Provider | $8,500 | — | $8,500 |
| ASB CAPITAL MANAGEMENT | Other Service Provider | $8,069 | — | $8,069 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DGPERRY, PLLC — Auditor
- WEX HEALTH — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,001,730
- Estimated Expense Ratio: 2.971% 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 | $2,104,555 | $40,926 | $1,536,746 | $53,667 | — |
| 2023 | $1,736,273 | $39,298 | $1,332,788 | $31,145 | — |
| 2022 | $1,849,276 | $30,956 | $1,481,929 | — | $275,927 |