# Ibew #915 Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/ibew-915-health-welfare-fund-596169977-501

> Ibew #915 Health & Welfare Fund's Health & Welfare plan: 1,097 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ibew #915 Health & Welfare Fund

- **Sponsor EIN:** 596169977

- **Sponsor Address:** P.O. BOX 1449, GOODLETTSVILLE, TN, 37070

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,097

- **Total Assets:** $21.1M

## 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|1,097|$21.1M|$15.0M|$190,017|

| 2023|936|$18.4M|$12.7M|$213,415|

| 2022|938|$16.2M|$11.3M|$187,920|

## 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|

| UNITED HEALTH CARE|Recordkeeper|$503,214|—|$503,214|

| SOUTHERN BENEFIT ADMINISTRATORS|Recordkeeper|$293,807|—|$293,807|

| VENABLE LAW FIRM P.A.|ERISA Attorney|$17,043|—|$17,043|

| STEVEN D. EISENBERG CPA,PA|Auditor|$14,985|—|$14,985|

| STANDARD VALUATIONS|Other Service Provider|$12,000|—|$12,000|

| HORIZON ACTUARIAL SERVICES|Actuary|$10,611|—|$10,611|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $851,660

- **Estimated Expense Ratio:** 4.041% 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|$386,608|$12,000|$267,407|$14,985|—|

| 2023|$363,581|$12,000|$243,090|$13,157|—|

| 2022|$388,344|$12,000|$242,179|—|$55,853|

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