# I.B.E.W 269 Supplemental Fund Supplemental Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/i-b-e-w-269-supplemental-fund-supplemental-fund-223611027-501

> I.B.E.W 269 Supplemental Fund Supplemental Fund's Health & Welfare plan: 804 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** I.B.E.W 269 Supplemental Fund Supplemental Fund

- **Sponsor EIN:** 223611027

- **Sponsor Address:** C/O I.E. SHAFFER CO, WEST TRENTON, NJ, 086280230

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 804

- **Total Assets:** $13.6M

## 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|804|$13.6M|$4.2M|$0|

| 2023|797|$10.9M|$3.1M|$0|

| 2022|794|$9.2M|$2.9M|$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|

| I.E. SHAFFER|Other Service Provider|$105,021|—|$105,021|

| MSPC CPA'S AND ADVISORS|Auditor|$37,042|—|$37,042|

| PFM ASSET MANAGEMENT LLC|Other Service Provider|$9,500|—|$9,500|

| PELLETTIERI, RABSTEIN & ALTMAN|Other Service Provider|$6,574|—|$6,574|

| PFM ADVISORS|Other Service Provider|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [MSPC CPA'S AND ADVISORS](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $163,137

- **Estimated Expense Ratio:** 1.202% 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|$188,167|$5,857|$105,021|$37,042|—|

| 2023|$158,023|$14,596|$84,575|$31,126|—|

| 2022|$162,570|$14,013|$82,417|—|$43,221|

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