# I.U.O.E. Local 132 Pension Fund DB Plan
Source: https://planprovider.pro/companies/i-u-o-e-local-132-pension-fund-556015364-001

> I.U.O.E. Local 132 Pension Fund's DB plan: 1,524 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** I.U.O.E. Local 132 Pension Fund

- **Sponsor EIN:** 556015364

- **Sponsor Address:** P. O. BOX 2626, HUNTINGTON, WV, 25726

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 1,524

- **Total Assets:** $559.3M

## 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|1,524|$559.3M|$19.1M|$0|

| 2023|1,858|$548.3M|$23.9M|$0|

| 2022|1,559|$492.3M|$18.4M|$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|

| ZACK'S INVESTMENT MANAGEMENT|Other Service Provider|$308,854|—|$308,854|

| BOSTON PARTNERS|Other Service Provider|$234,818|—|$234,818|

| NEW TOWER TRUST COMPANY|Other Service Provider|$232,416|—|$232,416|

| MANNING & NAPIER|Other Service Provider|$199,818|—|$199,818|

| ASB CAPITAL|Other Service Provider|$188,086|—|$188,086|

| JP MORGAN|Recordkeeper|$140,638|—|$140,638|

| UNITED NATIONAL BANK|Other Service Provider|$138,862|—|$138,862|

| ADAMS STREET PARTNERS, LLC|Other Service Provider|$115,018|—|$115,018|

| STEEL OAKS|Other Service Provider|$108,162|—|$108,162|

| BLACKSTONE PARTNERS|Other Service Provider|$106,220|—|$106,220|

| THE HARTFORD|Other Service Provider|$93,659|—|$93,659|

| CHARTWELL INVESTMENTS|Other Service Provider|$74,697|—|$74,697|

| STANDARD VALUATIONS|Other Service Provider|$72,400|—|$72,400|

| DEPRINCE, RACE & ZOLLO|Other Service Provider|$65,798|—|$65,798|

| HARRIS, HARDIN & COMPANY, A.C.|Auditor|$62,788|—|$62,788|

| ASSURED PARTNERS, INC|Other Service Provider|$58,837|—|$58,837|

| UNITED ACTUARIAL SERVICES, INC.|Other Service Provider|$51,550|—|$51,550|

| C. S. MCKEE ASSET MANAGEMENT|Other Service Provider|$47,537|—|$47,537|

| PENN CAPITAL MANAGEMENT|Other Service Provider|$28,830|—|$28,830|

| THE BERWYN GROUP, INC|Other Service Provider|$27,500|—|$27,500|

| LEDBETTER PARISI LLC|Other Service Provider|$22,602|—|$22,602|

| AMERICAN BENEFIT CORPORATION|Other Service Provider|$14,400|—|$14,400|

| BOYD WATTTERSON ASSET MGMT|Other Service Provider|$12,339|—|$12,339|

### Verified Provider Profiles

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

- [JP MORGAN](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [HARRIS, HARDIN & COMPANY, A.C.](https://planprovider.pro/provider/harris-hardin-and-company-ac) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,405,829

- **Estimated Expense Ratio:** 0.430% 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|$3,056,356|$1,962,707|$14,400|$62,788|—|

| 2023|$2,719,738|$1,800,826|$14,400|$57,221|—|

| 2022|$2,960,203|$2,092,569|$14,400|—|$62,283|

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