# Electrical Construction Industry Pension Plan Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/electrical-construction-industry-pension-plan-board-of-trustees-391291994-002

> Electrical Construction Industry Pension Plan Board Of Trustees&#39;s DB plan: 2,376 participants, plan year 2024 financials, providers, and benchmarks from Form…

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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,376|$651.5M|$24.6M|$0|

| 2023|2,233|$597.9M|$22.6M|$0|

| 2022|2,112|$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 LLC|Other Service Provider|$492,094|—|$492,094|

| NECA MILW. CH.|Other Service Provider|$296,657|—|$296,657|

| NATIONAL INVESTMENT SERVICES|Other Service Provider|$280,866|—|$280,866|

| STOCKBRIDGE CORE AND VALUE ADVISORS|Other Service Provider|$253,794|—|$253,794|

| CLARION PARTNERS|Other Service Provider|$184,485|—|$184,485|

| WASHINGTON CAPITAL MANAGEMENT|Other Service Provider|$121,970|—|$121,970|

| SEGAL COMPANY|Other Service Provider|$106,388|—|$106,388|

| ASB CAPITAL MANAGMENT|Other Service Provider|$96,486|—|$96,486|

| REINHART BOERNER VAN DEUREN|Other Service Provider|$93,702|—|$93,702|

| REILLY, PENNER & BENTON LLP|Auditor|$84,725|—|$84,725|

| R&R INSURANCE|Other Service Provider|$76,939|—|$76,939|

| STRATEGIC CAPITAL INVESTMENTS|Other Service Provider|$66,688|—|$66,688|

| IRON MOUNTAIN RECORDS MGMT|Other Service Provider|$55,073|—|$55,073|

| PCS INTERNATIONAL|Recordkeeper|$43,701|—|$43,701|

| DIVERSIFIED PRINTING SERVICES|Other Service Provider|$37,022|—|$37,022|

| PITNEY BOWES, INC.|Other Service Provider|$34,640|—|$34,640|

| MIDWEST INSTITUTIONAL TRUST SERVICE|Other Service Provider|$22,435|—|$22,435|

| U.S. POSTMASTER|Other Service Provider|$14,898|—|$14,898|

| OFFICE 8|Other Service Provider|$10,604|—|$10,604|

| IBEW LOCAL 494|Other Service Provider|$8,959|—|$8,959|

### Verified Provider Profiles

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

- [REILLY, PENNER & BENTON LLP](https://planprovider.pro/provider/reilly-penner-and-benton-llp) — Auditor

- [PCS INTERNATIONAL](https://planprovider.pro/provider/pcs-retirement-llc) — Recordkeeper

## 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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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/electrical-construction-industry-pension-plan-board-of-trustees-391291994-002)

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