# Board Of Trustees Of The I.B.E.W. Pacific Coast Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-i-b-e-w-pacific-coast-pension-fund-946128032-001

> Board Of Trustees Of The I.B.E.W. Pacific Coast Pension Fund's DB plan: 905 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 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](https://planprovider.pro/provider/milliman) — Recordkeeper

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

- [US BANK, NA](https://planprovider.pro/provider/john-hancock) — 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|

## Similar Plans

- [112/73 Retirement Trust Fund Neca - Ibew](https://planprovider.pro/companies/112-73-retirement-trust-fund-neca-ibew-plan) — 6,481 participants

- [Board Of Trustees, Puget Sound Electrical Workers Pension Trust](https://planprovider.pro/companies/board-of-trustees-puget-sound-electrical-workers-pension-trust-916180333-001) — 4,745 participants

- [Board Of Trustees, Retirement Plan Of The Ibew](https://planprovider.pro/companies/board-of-trustees-retirement-plan-of-the-ibew-plan) — 3,258 participants

- [Primeline Utility Services, LLC](https://planprovider.pro/companies/primeline-utility-services-llc-800950927-501) — 1,950 participants

- [Veca Electric & Technologies](https://planprovider.pro/companies/veca-electric-technologies-911453638-501) — 1,430 participants

- [Prairie Electric, INC.](https://planprovider.pro/companies/prairie-electric-inc-401k-plan) — 437 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-i-b-e-w-pacific-coast-pension-fund-946128032-001)

© 2026 PlanProvider.Pro