# Board Of Trustees Of Local 868 Ibt Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-local-868-ibt-pension-fund-132930439-001

> Board Of Trustees Of Local 868 Ibt Pension Fund's DB plan: 176 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 Local 868 Ibt Pension Fund

- **Sponsor EIN:** 132930439

- **Sponsor Address:** 22 NORTH TYSON AVENUE, 1ST FLOOR, FLORAL PARK, NY, 11001

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 176

- **Total Assets:** $13.0M

## 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|176|$13.0M|$316,786|$0|

| 2023|164|$12.7M|$270,582|$0|

| 2022|165|$11.1M|$601,781|$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|

| FIRST ACTUARIAL CONSULTING, INC.|Other Service Provider|$42,200|—|$42,200|

| CALIBRE CPA GROUP, PLLC|Auditor|$37,877|—|$37,877|

| ARCHER BYINGTON GLENNON, LLP|ERISA Attorney|$18,000|—|$18,000|

| SEGAL MARCO ADVISORS|Other Service Provider|$15,000|—|$15,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $113,077

- **Estimated Expense Ratio:** 0.867% 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|$208,599|$18,108|—|$21,408|—|

| 2023|$197,689|$17,146|—|$33,278|—|

| 2022|$173,214|$17,239|—|—|$71,122|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-local-868-ibt-pension-fund-132930439-001)

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