Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The I.B.E.W. Pacific Coast Pension Fund
- Sponsor EIN: 946128032
- Sponsor Address: P.O. BOX 5433, SPOKANE, WA, 992050433
- Plan Type: DB
- Plan Number: 001
- Total Participants: 905
- Total Assets: $295.5M
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 | 905 | $295.5M | $13.0M | $0 |
| 2023 | 738 | $227.6M | $11.2M | $0 |
| 2022 | 815 | $228.4M | $12.2M | $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 |
|---|---|---|---|---|
| A.W. REHN & ASSOCIATES, INC. | Other Service Provider | $305,438 | — | $305,438 |
| MILLIMAN, INC | Recordkeeper | $188,838 | — | $188,838 |
| IFM INVESTORS PTY LTD. | Other Service Provider | — | $182,957 | $182,957 |
| PANAGORA ASSET MANAGEMENT, INC. | Other Service Provider | $161,874 | — | $161,874 |
| VERSUS ADVISORY, INC. | Other Service Provider | $102,500 | — | $102,500 |
| CLIFTONLARSONALLEN LLP | Auditor | $63,197 | — | $63,197 |
| HAMILTON LANE PE FUND VIII, LP | Other Service Provider | — | $60,646 | $60,646 |
| TURNER STOEVE & GAGLIARDI, P.S. | Other Service Provider | $58,112 | — | $58,112 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $23,967 | — | $23,967 |
| ULLICO INVESTMENT ADVISORS, INC. | Other Service Provider | $20,988 | — | $20,988 |
| US BANK, NA | Recordkeeper | $20,524 | — | $20,524 |
| J.B. NIBLEY INSURANCE, INC. | Other Service Provider | — | $7,317 | $7,317 |
| WASHINGTON TRUST BANK | Other Service Provider | $6,491 | — | $6,491 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC — Recordkeeper
- CLIFTONLARSONALLEN LLP — Auditor
- US BANK, NA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,202,849
- Estimated Expense Ratio: 0.407% 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 | $1,339,100 | $419,149 | $285,758 | $43,887 | — |
| 2023 | $1,174,452 | $371,383 | $263,365 | $43,870 | — |
| 2022 | $1,407,886 | $552,634 | $257,749 | — | $338,143 |