# Ibew Local 1249 Pension Fund Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/ibew-local-1249-pension-fund-board-of-trustees-plan

> Ibew Local 1249 Pension Fund Board Of Trustees's DB plan: 3,156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ibew Local 1249 Pension Fund Board Of Trustees

- **Sponsor EIN:** 156035161

- **Sponsor Address:** 8531 BREWERTON ROAD, CICERO, NY, 130399481

- **Plan Type:** DB

- **Total Participants:** 3,156

- **Total Assets:** $665.4M

## 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|3,156|$665.4M|$63.7M|$0|

| 2023|3,243|$571.9M|$66.0M|$0|

| 2022|3,036|$486.4M|$63.5M|$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|

| JP MORGAN CHASE BANK|NONE|$424,836|—|$424,836|

| RYAN YOUNGMAN|NONE|$279,328|—|$279,328|

| MORGAN STANLEY SMITH BARNEY LLC|NONE|$120,085|—|$120,085|

| WAYCROSS PARTNERS LLC|NONE|$111,902|—|$111,902|

| WILLIAM ATHERTON|NONE|$109,185|—|$109,185|

| PRONEXUS LLC|NONE|$97,168|—|$97,168|

| VANESSA SCHARF|NONE|$82,642|—|$82,642|

| BLITMAN & KING|NONE|$76,319|—|$76,319|

| CECY WILSON|NONE|$71,265|—|$71,265|

| DIANA WOZNIAK|NONE|$69,193|—|$69,193|

| AMY SERWINOWSKI|NONE|$64,751|—|$64,751|

| JESSICA MOSKAL|NONE|$60,511|—|$60,511|

| JOSEPH MCCARTHY|NONE|$52,518|—|$52,518|

| O'SULLIVAN ASSOCIATES, INC|NONE|$47,300|—|$47,300|

| BONADIO & CO., LLP|NONE|$40,400|—|$40,400|

| AMBER WILLIAMS|NONE|$39,426|—|$39,426|

| IVAH TSOUNIS|NONE|$11,539|—|$11,539|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JP MORGAN CHASE BANK](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — NONE

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,758,368

- **Estimated Expense Ratio:** 0.264% 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|$2,882,239|$596,738|—|$40,400|—|

| 2023|$3,049,129|$727,347|—|$39,300|—|

| 2022|$2,827,616|$640,375|—|—|$277,114|

## Similar Plans

- [Board Of Trustees Ibew Local 1049](https://planprovider.pro/companies/board-of-trustees-ibew-local-1049-plan) — 3,321 participants

- [Ibew Local 1249 Annuity Fund](https://planprovider.pro/companies/ibew-local-1249-annuity-fund-plan) — 3,697 participants

- [Board Of Trustees Of I.B.E.W. Local 25 401k Fund](https://planprovider.pro/companies/board-of-trustees-of-i-b-e-w-local-25-401k-fund-plan) — 2,394 participants

- [Board Of Trust Of The Annuity Fd Of The Electrical Industry Of Li](https://planprovider.pro/companies/board-of-trust-of-the-annuity-fd-of-the-electrical-industry-of-li-plan) — 2,390 participants

- [Board Of Trustees I.B.E.W. Local 25 Pension Fund](https://planprovider.pro/companies/board-of-trustees-i-b-e-w-local-25-pension-fund-plan) — 1,431 participants

- [Ibew Local 363 Money Purchase Pension Plan](https://planprovider.pro/companies/ibew-local-363-money-purchase-pension-plan-plan) — 1,155 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ibew-local-1249-pension-fund-board-of-trustees-plan)

© 2026 PlanProvider.Pro