# Ibew 915 Vacation Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/ibew-915-vacation-fund-596134658-503

> Ibew 915 Vacation Fund's Health & Welfare plan: 911 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 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|

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