# Ibew Local 1377 Eligible Retires Veba Tr Health & Welfare Plan
Source: https://planprovider.pro/companies/ibew-local-1377-eligible-retires-veba-trust-266885036-501

> Ibew Local 1377 Eligible Retires Veba Tr's Health & Welfare plan: 29 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Ibew Local 1377 Eligible Retires Veba Tr

- **Sponsor EIN:** 266885036

- **Sponsor Address:** 3955 CENTER ROAD #65, BRUNSWICK, OH, 442127903

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 29

- **Total Assets:** $38.4M

## 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.|

| 2025|29|$38.4M|$0|$0|

| 2024|29|$36.9M|$0|$178,510|

| 2023|40|$35.3M|$0|$349,964|

| 2022|32|$34.0M|$0|$376,642|

## 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|

| MUTUAL HEALTH SERVICES|Other Service Provider|$183,092|—|$183,092|

| JACKSON, DIEKEN AND ASSOCIATES|Insurance Carrier|$72,729|—|$72,729|

| QUELINE CONSULTING|Recordkeeper|$58,739|—|$58,739|

| CBIZ EMPLOYEE BENEFITS|Investment Advisor|$57,260|—|$57,260|

| SAMARITAN FUND|Recordkeeper|$55,000|—|$55,000|

| EIDE BAILLY LLP|Auditor|$14,500|—|$14,500|

| CENTRAL DATA SERVICES, INC.|Other Service Provider|$14,240|—|$14,240|

| CALL A DOCTOR|Other Service Provider|$14,053|—|$14,053|

| PARSONS RISK STRATEGIES|Other Service Provider|$8,300|—|$8,300|

| LPFG, LLC|Other Service Provider|$6,800|—|$6,800|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $484,713

- **Estimated Expense Ratio:** 1.262% 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|$1,610,919|$129,179|$14,240|$21,300|—|

| 2024|$389,528|$125,713|$14,481|$20,975|—|

| 2023|$354,624|$118,119|$14,421|$14,350|—|

| 2022|$359,686|$125,121|$30,515|—|$138,054|

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