# I.B.E.W. Local 855 Defined Contribution Pension Trust Fund DC Plan
Source: https://planprovider.pro/companies/i-b-e-w-local-855-defined-contribution-pension-trust-fund-plan

> I.B.E.W. Local 855 Defined Contribution Pension Trust Fund's DC plan: 296 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** I.B.E.W. Local 855 Defined Contribution Pension Trust Fund

- **Sponsor EIN:** 351450886

- **Sponsor Address:** 4601 S. MEEKER AVENUE, MUNCIE, IN, 473029217

- **Plan Type:** DC

- **Total Participants:** 296

- **Total Assets:** $24.6M

## 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|296|$24.6M|$1.2M|$0|

| 2023|1,093|$21.8M|$1.1M|$0|

| 2022|248|$18.4M|$684,940|$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|

| PROCOURSE FIDUCIARY ADVISORS, LLC|NONE|$25,000|—|$25,000|

| WHITINGER & COMPANY, LLC|NONE|$17,500|—|$17,500|

| HEALTHSCOPE BENEFITS, INC|NONE|$14,506|—|$14,506|

| PNC BANK|NONE|$12,039|—|$12,039|

| LEDBETTER PARTNERS LLC|NONE|$10,998|—|$10,998|

| LM HENDERSON & COMPANY, LLP|NONE|$8,850|—|$8,850|

| ACRISURE LLC DBA UNITED INSURANCE|NONE|$8,143|—|$8,143|

### Verified Provider Profiles

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

- [WHITINGER & COMPANY, LLC](https://planprovider.pro/provider/whitinger-and-company-llc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $97,036

- **Estimated Expense Ratio:** 0.395% 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|$104,238|$37,039|$14,506|$17,500|—|

| 2023|$101,232|$36,182|$15,280|$16,600|—|

| 2022|$104,503|$35,856|$15,280|—|$41,007|

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