Electrical Construction Industry Pension Plan Board Of Trustees DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Electrical Construction Industry Pension Plan Board Of Trustees
  • Sponsor EIN: 391291994
  • Sponsor Address: 11001 W. PLANK COURT, SUITE 120, WAUWATOSA, WI, 532260000
  • Plan Type: DB
  • Plan Number: 002
  • Total Participants: 2,376
  • Total Assets: $651.5M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242,376$651.5M$24.6M$0
20232,233$597.9M$22.6M$0
20222,112$527.9M$21.0M$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
BRIDGEWAY BENEFIT TECHNOLOGIES LLCOther Service Provider$492,094—$492,094
NECA MILW. CH.Other Service Provider$296,657—$296,657
NATIONAL INVESTMENT SERVICESOther Service Provider$280,866—$280,866
STOCKBRIDGE CORE AND VALUE ADVISORSOther Service Provider$253,794—$253,794
CLARION PARTNERSOther Service Provider$184,485—$184,485
WASHINGTON CAPITAL MANAGEMENTOther Service Provider$121,970—$121,970
SEGAL COMPANYOther Service Provider$106,388—$106,388
ASB CAPITAL MANAGMENTOther Service Provider$96,486—$96,486
REINHART BOERNER VAN DEURENOther Service Provider$93,702—$93,702
REILLY, PENNER & BENTON LLPAuditor$84,725—$84,725
R&R INSURANCEOther Service Provider$76,939—$76,939
STRATEGIC CAPITAL INVESTMENTSOther Service Provider$66,688—$66,688
IRON MOUNTAIN RECORDS MGMTOther Service Provider$55,073—$55,073
PCS INTERNATIONALRecordkeeper$43,701—$43,701
DIVERSIFIED PRINTING SERVICESOther Service Provider$37,022—$37,022
PITNEY BOWES, INC.Other Service Provider$34,640—$34,640
MIDWEST INSTITUTIONAL TRUST SERVICEOther Service Provider$22,435—$22,435
U.S. POSTMASTEROther Service Provider$14,898—$14,898
OFFICE 8Other Service Provider$10,604—$10,604
IBEW LOCAL 494Other Service Provider$8,959—$8,959

Verified Provider Profiles

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

Plan Fees & Expenses

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

  • Total Service Provider Fees: $2,382,126
  • Estimated Expense Ratio: 0.366% 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$2,235,525$1,063,258—$84,725—
2023$2,058,200$1,036,851—$84,060—
2022$1,934,866$950,512——$239,335

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