# Ibew 1919 H & W Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/ibew-1919-h-w-fund-236399505-501

> Ibew 1919 H & W Fund's Health & Welfare plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ibew 1919 H & W Fund

- **Sponsor EIN:** 236399505

- **Sponsor Address:** BEACON ADMINISTRATORS CONSULTANTS, MT LAUREL, NJ, 08054

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 4

- **Total Assets:** $8.2M

## 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|4|$8.2M|$2.6M|$5,912|

| 2023|32|$7.2M|$2.7M|$11,606|

| 2022|32|$6.0M|$2.8M|$11,716|

## 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|

| BEACON ADMINISTRATORS & CONSULTANTS|Other Service Provider|$117,134|—|$117,134|

| MCELHANEY & ASSOCIATES, LLC|Other Service Provider|$17,500|—|$17,500|

| STANDARD VALUATIONS, INC.|Other Service Provider|$12,875|—|$12,875|

| STEPHEN J. O'BRIEN & ASSOCIATES|Other Service Provider|$7,896|—|$7,896|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $155,405

- **Estimated Expense Ratio:** 1.890% 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|$188,711|$14,501|$117,134|$17,500|—|

| 2023|$176,158|$13,986|$106,922|$17,500|—|

| 2022|$158,815|$13,413|$97,295|—|$33,663|

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