# Ibew #654 H & W Fund Trustees Health & Welfare Plan
Source: https://planprovider.pro/companies/ibew-654-h-w-fund-trustees-231613860-501

> Ibew #654 H & W Fund Trustees's Health & Welfare plan: 435 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Ibew #654 H & W Fund Trustees

- **Sponsor EIN:** 231613860

- **Sponsor Address:** 27 ROLAND AVENUE, SUITE 200, MOUNT LAUREL, NJ, 080541038

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 435

- **Total Assets:** $32.2M

## 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.|

| 2025|435|$32.2M|$0|$0|

| 2024|437|$28.6M|$10.2M|$26,204|

| 2023|434|$25.6M|$10.3M|$86,256|

| 2022|422|$22.6M|$9.4M|$68,115|

## 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|

| FRANK M VACCARRO & ASSOCIATES|Other Service Provider|$209,843|—|$209,843|

| MACKAY SHEILDS LLC|Other Service Provider|$36,609|—|$36,609|

| THE MCKEOGH COMPANY|Other Service Provider|$34,021|—|$34,021|

| WELLS FARGO|Other Service Provider|$22,023|—|$22,023|

| NOVAK FRANCELLA LLC|Other Service Provider|$20,752|—|$20,752|

| DELTA DENTAL OF PENNSYLVANIA|Other Service Provider|$17,694|—|$17,694|

| INTERCONTINENTAL REAL ESTATE CORP.|Other Service Provider|$15,977|—|$15,977|

| FOX ROTHSCHILD LLP|Other Service Provider|$8,985|—|$8,985|

| GRAYSTONE CONSULTING/MORGAN STANLEY|Other Service Provider|$8,000|—|$8,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $373,904

- **Estimated Expense Ratio:** 1.160% 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|

| 2025|$9,573,279|$81,598|$209,843|$18,986|—|

| 2024|$431,668|$73,333|$247,705|$18,236|—|

| 2023|$363,245|$39,193|$244,151|$17,381|—|

| 2022|$352,420|$57,166|$231,244|—|$46,377|

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