# Electricians Welfare Fund Local No. 81 Joint Board Of Trustees Health & Welfare Plan
Source: https://planprovider.pro/companies/electricians-welfare-fund-local-no-81-joint-board-of-trustees-246021365-501

> Electricians Welfare Fund Local No. 81 Joint Board Of Trustees's Health & Welfare plan: 425 participants, plan year 2024 financials, providers, and benchmark…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Electricians Welfare Fund Local No. 81 Joint Board Of Trustees

- **Sponsor EIN:** 246021365

- **Sponsor Address:** 431 WYOMING AVENUE, SCRANTON, PA, 18503

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 425

- **Total Assets:** $17.8M

## 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|425|$17.8M|$9.8M|$63,239|

| 2023|435|$16.3M|$8.3M|$80,875|

| 2022|413|$15.5M|$7.8M|$88,594|

## 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|

| HIGHMARK INC|Other Service Provider|$406,025|—|$406,025|

| FABIAN & BYRN LLC|Other Service Provider|$77,442|—|$77,442|

| PEOPLES SECURITY BANK & TRUST|Other Service Provider|$43,835|—|$43,835|

| THE MCKEOGH COMPANY|Other Service Provider|$43,667|—|$43,667|

| SAV-RX PRESCRIPTION SERVICES|Other Service Provider|$42,530|—|$42,530|

| MMQ & ASSOCIATES P.C.|Auditor|$20,900|—|$20,900|

| KANG HAGGERTY|Other Service Provider|$13,202|—|$13,202|

| MERANZE KATZ & GAUDIOSO, P.C.|Other Service Provider|$13,000|—|$13,000|

### Verified Provider Profiles

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

- [MMQ & ASSOCIATES P.C.](https://planprovider.pro/provider/mmq-and-associates-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $660,601

- **Estimated Expense Ratio:** 3.708% 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|$563,926|—|$402,769|$20,900|—|

| 2023|$568,361|—|$408,374|$25,900|—|

| 2022|$529,489|$42,289|$392,381|—|$78,627|

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