Plan Snapshot
- Plan Sponsor: Ibew 915 Vacation Fund
- Sponsor EIN: 596134658
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 37070
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 911
- Total Assets: $2.2M
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 | 911 | $2.2M | $2.0M | $0 |
| 2023 | 911 | $2.0M | $1.8M | $0 |
| 2022 | 875 | $1.8M | $1.6M | $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 |
|---|---|---|---|---|
| STEVEN D EISENBERG CPA, P.A. | Auditor | $3,000 | — | $3,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,000
- Estimated Expense Ratio: 0.137% 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 | $10,660 | — | $1,500 | $3,000 | — |
| 2023 | $8,453 | — | $1,500 | $3,000 | — |
| 2022 | $9,506 | — | $1,500 | — | $3,000 |